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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,057 hedge funds and large institutions have $19.7B invested in iShares Russell Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 330 increasing their positions, 362 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-18
Holders Change %
-1.67%
% of All Funds
18.28%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
59
Increased
330
Reduced
362
Closed
65
Calls
$9.25M
Puts
$2.11M
Net Calls
+$7.13M
Net Calls Change
+$1.31M

Top Buyers

1
FMI
Factory Mutual Insurance
Massachusetts
+$59M
2
Bank of America
Bank of America
North Carolina
+$58.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$28M
4
US Bancorp
US Bancorp
Minnesota
+$16.7M
5
MRC
Millburn Ridgefield Corp
New York
+$15.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$124M
2
HNB
Huntington National Bank
Ohio
-$38.9M
3
BlackRock
BlackRock
New York
-$17.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$15.8M
5
AF
Alerus Financial
North Dakota
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
526
EPIQ Capital Group
California
$712K +$3.54K +57 +0.5%
IWC
527
Integrated Wealth Concepts
Massachusetts
$710K -$302K -4,861 -30%
BFA
528
Bragg Financial Advisors
North Carolina
$707K -$38.5K -620 -5%
UWM
529
USAdvisors Wealth Management
Minnesota
$705K +$11.3K +182 +2%
HIA
530
Harbor Investment Advisory
Maryland
$703K – – –
SC
531
Savant Capital
Illinois
$700K +$7.03K +113 +1%
W
532
Wealthquest
Ohio
$699K -$3.48M -56,054 -83%
DFC
533
DBK Financial Counsel
Ohio
$699K -$139K -2,232 -17%
RWB
534
RMR Wealth Builders
New Jersey
$695K -$1.62K -26 -0.2%
KPWS
535
Kestra Private Wealth Services
Texas
$690K -$46.6K -750 -6%
GL
536
Graypoint LLC
New York
$688K – – –
WC
537
Wealth CMT
New Jersey
$686K +$29K +467 +4%
SSWM
538
Smith Salley Wealth Management
North Carolina
$682K -$1.08M -17,335 -61%
BHIA
539
Birch Hill Investment Advisors
Massachusetts
$680K – – –
CT
540
Cambridge Trust
Massachusetts
$677K -$166K -2,677 -20%
FG
541
Fiduciary Group
Georgia
$668K -$88.8K -1,271 -12%
OWA
542
Outlook Wealth Advisors
Texas
$667K -$15.8K -255 -2%
IF
543
Intrua Financial
Texas
$667K +$2.17K +35 +0.3%
BWA
544
BlueSky Wealth Advisors
North Carolina
$665K +$147K +2,368 +28%
OIA
545
OneDigital Investment Advisors
Kansas
$661K +$189K +3,039 +40%
PWMG
546
Provence Wealth Management Group
California
$659K +$124 +2 +0%
BS
547
Boenning & Scattergood
Pennsylvania
$658K +$124 +2 +0%
PWP
548
Perfromance Wealth Partners
Illinois
$657K +$3.42K +55 +0.5%
USCWA
549
U.S. Capital Wealth Advisors
Texas
$647K +$435 +7 +0.1%
TFGT
550
TS Financial Group (TSFG)
Illinois
$646K – – –
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