iShares Russell Mid-Cap ETF
1,128 hedge funds and large institutions have $24.1B invested in iShares Russell Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 410 increasing their positions, 353 reducing their positions, and 78 closing their positions.
309% more call options, than puts
Call options by funds: $9.3M | Put options by funds: $2.27M
16% more repeat investments, than reductions
Existing positions increased: 410 | Existing positions reduced: 353
6% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 78
0% more ownership
Funds ownership: 79.88% → 79.88% (+0%)
1% less funds holding
Funds holding: 1,136 → 1,128 (-8)
5% less capital invested
Capital invested by funds: $25.3B → $24.1B (-$1.14B)
2% less funds holding in top 10
Funds holding in top 10: 64 → 63 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$265M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$258M |
| 3 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$136M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$53.1M |
| 5 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$37.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$406M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$111M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$46.2M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$22.8M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$22.6M |
IWR Hedge Fund Activity: Q1 2022 in Review
1,128 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2022, worth a combined $24.1B — down 4.5% from $25.3B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new IWR positions and 78 closed out — a net gain of 5 holders — while 410 added to existing stakes and 353 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $406M.
- 1,128 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2022, down from 1,136 in Q4 2021.
- Funds reported $24.1B of iShares Russell Mid-Cap ETF stock for Q1 2022, down 4.5% quarter-over-quarter.
- 83 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2022 and 78 closed out, a net change of +5 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2022 was Jones Financial Companies, an estimated $265M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2022 was JP Morgan Chase, an estimated $406M sold.
Based on aggregated 13F filings for Q1 2022.