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 %
CA
101
Cetera Advisors
Colorado
$15.4M 238,623 +34,925 +17%
RWA
102
River Wealth Advisors
Pennsylvania
$15M 231,716 +3,060 +1%
SWP
103
Stratos Wealth Partners
Ohio
$14.7M 227,818 +42,087 +23%
CG
104
Colony Group
Massachusetts
$14.6M 225,396 -6,141 -3%
RFC
105
Regions Financial Corp
Alabama
$14.4M 223,395 +41,648 +23%
SFP
106
Shepherd Financial Partners
Massachusetts
$14.4M 223,358 +218,358 +4,367%
TCB
107
Texas Capital Bancshares
Texas
$14.1M 218,754 +4,369 +2%
Kayne Anderson Rudnick Investment Management
108
Kayne Anderson Rudnick Investment Management
California
$14.1M 217,344 -58,281 -21%
WTC
109
WhitTier Trust Company
Nevada
$13.6M 209,708 -628 -0.3%
WC
110
Woodstock Corp
Massachusetts
$13.2M 204,106 +602 +0.3%
BF
111
BOK Financial
Oklahoma
$13.2M 203,949 +1,515 +0.7%
FSC
112
Full Sail Capital
Oklahoma
$12.8M 197,864 +63,653 +47%
NA
113
NewEdge Advisors
Louisiana
$12.7M 195,954 +34,095 +21%
FFN
114
Focus Financial Network
Minnesota
$12.6M 194,280 +4,479 +2%
SCG
115
Sonata Capital Group
Washington
$12.5M 193,618 +23,661 +14%
GG
116
Gofen & Glossberg
Illinois
$12.5M 192,971 -1,296 -0.7%
CI
117
Conning Inc
Connecticut
$12.2M 188,943 – –
PFM
118
Patton Fund Management
Texas
$12.2M 188,509 +16,435 +10%
TAIM
119
TD Ameritrade Investment Management
Nebraska
$12.1M 187,612 -59,825 -24%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$12.1M 187,194 +88,016 +89%
SQA
121
Simon Quick Advisors
New Jersey
$12M 167,722 -207,005 -55%
JFGIW
122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.7M 180,160 +125,736 +231%
BA
123
Bristlecone Advisors
Washington
$11.6M 179,732 +7,870 +5%
CANC
124
Culbertson A N & Co
Virginia
$11.5M 177,252 +386 +0.2%
RIA
125
Realta Investment Advisors
Delaware
$11.1M 169,841 -900 -0.5%
3 4
5
6 7