IWR icon

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
$107M
2
Bank of America
Bank of America
North Carolina
$3.72B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.14B
4
US Bancorp
US Bancorp
Minnesota
$1.18B
5
MRC
Millburn Ridgefield Corp
New York
$89.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.35B
2
HNB
Huntington National Bank
Ohio
$36.6M
3
BlackRock
BlackRock
New York
$23.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1B
5
AF
Alerus Financial
North Dakota
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
701
Dubuque Bank & Trust
Iowa
$369K – – –
SWM
702
Segment Wealth Management
Texas
$367K – – –
SFS
703
Summit Financial Strategies
Ohio
$366K -$873K -14,042 -70%
VC
704
Veracity Capital
Georgia
$366K -$34.6K -556 -9%
TVAMP
705
Tennessee Valley Asset Management Partners
Tennessee
$366K +$1.06K +17 +0.3%
BCM
706
Brookstone Capital Management
Illinois
$365K -$813 -13 -0.2%
FFA
707
Founders Financial Alliance
North Carolina
$363K -$622 -10 -0.2%
AWAG
708
ARS Wealth Advisors Group
Florida
$363K +$124 +2 +0%
WA
709
Wealth Alliance
New York
$361K -$288K -4,632 -44%
BWP
710
Baldwin Wealth Partners
Massachusetts
$361K – – –
FCM
711
Fourpath Capital Management
Oklahoma
$361K – – –
SL
712
Salomon & Ludwin
Virginia
$361K +$361K +5,814 New
VNB
713
Virginia National Bank
Virginia
$359K -$789K -12,700 -69%
BWA
714
BDO Wealth Advisors
Florida
$359K -$8.7K -140 -2%
FAIM
715
Financial Advocates Investment Management
Washington
$359K +$621 +10 +0.2%
EWA
716
Encompass Wealth Advisors
Oregon
$358K – – –
SFMG
717
Sage Financial Management Group
Virginia
$357K -$23.5K -378 -6%
AFS
718
Annapolis Financial Services
Maryland
$357K -$12.9K -208 -3%
SCM
719
SOL Capital Management
Maryland
$356K – – –
CWM
720
Cordatus Wealth Management
Pennsylvania
$352K -$6.15K -99 -2%
IIA
721
IPG Investment Advisors
California
$352K – – –
CFD
722
Creative Financial Designs
Indiana
$349K -$16.8K -270 -5%
PIFP
723
Partners in Financial Planning
Virginia
$348K +$1.25K +18 +0.4%
MYIA
724
Mount Yale Investment Advisors
Colorado
$348K -$8.89K -143 -2%
DA
725
Detalus Advisors
Missouri
$347K +$2.3K +37 +0.7%
27 28
29
30 31