IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.2B
2
Wells Fargo
2
Wells Fargo
California
$2.57B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$196M
4
Bank of America
4
Bank of America
North Carolina
$3.81B
5
LPL Financial
5
LPL Financial
California
$158M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$1.78M
2
UBS Group
2
UBS Group
Switzerland
$340M
3
Stifel Financial
3
Stifel Financial
Missouri
$17.7M
4
US Bancorp
4
US Bancorp
Minnesota
$1.21B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.06B
Name Market Value Shares Shares
Change 		Shares
Change %
LB
1076
Leo Brokerage
Texas
– – -35,174 Closed
FANJ
1077
Financial Architects (New Jersey)
New Jersey
– – -34,202 Closed
Jane Street
1078
Jane Street
New York
– – -29,301 Closed
Susquehanna International Group
1079
Susquehanna International Group
Pennsylvania
– – -17,166 Closed
NCM
1080
NCM Capital Management
New Jersey
– – -15,332 Closed
FEG
1081
Fund Evaluation Group
Ohio
– – -13,281 Closed
WWM
1082
Windsor Wealth Management
Indiana
– – -9,117 Closed
NLP
1083
Next Level Private
New York
– – -8,629 Closed
NPT
1084
Nixon Peabody Trust
Massachusetts
– – -8,525 Closed
LWMNY
1085
Landmark Wealth Management (New York)
New York
– – -7,920 Closed
SW
1086
Solidarity Wealth
Utah
– – -7,858 Closed
CWM
1087
Chicago Wealth Management
Illinois
– – -7,454 Closed
ECG
1088
Edge Capital Group
Georgia
– – -6,952 Closed
LNWTC
1089
Laird Norton Wetherby Trust Company
Washington
– – -6,040 Closed
ERIM
1090
Eagle Ridge Investment Management
Connecticut
– – -5,609 Closed
MPI
1091
Mairs & Power Inc
Minnesota
– – -5,439 Closed
MAS
1092
Madden Advisory Services
Florida
– – -4,840 Closed
RB
1093
Renasant Bank
Mississippi
– – -4,732 Closed
BZWA
1094
Blue Zone Wealth Advisors
California
– – -4,415 Closed
RA
1095
Rodgers & Associates
Pennsylvania
– – -4,389 Closed
MCA
1096
MSH Capital Advisors
Arizona
– – -3,911 Closed
PAG
1097
Paladin Advisory Group
Iowa
– – -3,878 Closed
FA
1098
Fermata Advisors
California
– – -3,869 Closed
F
1099
F3Logic
Minnesota
– – -3,800 Closed
TFO
1100
Tarbox Family Office
California
– – -3,576 Closed
42 43
44
45 46