iShares Russell Mid-Cap ETF
1,079 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, 391 increasing their positions, 345 reducing their positions, and 101 closing their positions.
934% more call options, than puts
Call options by funds: $6.44M | Put options by funds: $623K
13% more repeat investments, than reductions
Existing positions increased: 391 | Existing positions reduced: 345
0.46% more ownership
Funds ownership: 79.43% → 79.89% (+0.46%)
3% less funds holding in top 10
Funds holding in top 10: 63 → 61 (-2)
4% less funds holding
Funds holding: 1,129 → 1,079 (-50)
15% less capital invested
Capital invested by funds: $24.1B → $20.5B (-$3.57B)
35% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$372M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$75.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$57.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$55.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$58.2M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$43.1M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$33.6M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$32.6M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$32.5M |
IWR Hedge Fund Activity: Q2 2022 in Review
1,079 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2022, worth a combined $20.5B — down 15% from $24.1B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of IWR and 66 opened new positions — a net loss of 35 holders — while 345 trimmed existing stakes and 391 added.
The largest buyer was Jones Financial Companies, adding an estimated $372M. The largest seller was UBS Group, cutting an estimated $58.2M.
- 1,079 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2022, down from 1,129 in Q1 2022.
- Funds reported $20.5B of iShares Russell Mid-Cap ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 66 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2022 and 101 closed out, a net change of -35 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q2 2022 was Jones Financial Companies, an estimated $372M added.
- The largest iShares Russell Mid-Cap ETF seller in Q2 2022 was UBS Group, an estimated $58.2M sold.
Based on aggregated 13F filings for Q2 2022.