iShares Russell Mid-Cap ETF
1,061 hedge funds and large institutions have $19.8B invested in iShares Russell Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 331 increasing their positions, 362 reducing their positions, and 65 closing their positions.
337% more call options, than puts
Call options by funds: $9.25M | Put options by funds: $2.11M
2% more funds holding in top 10
Funds holding in top 10: 61 → 62 (+1)
0.01% more ownership
Funds ownership: 79.89% → 79.9% (+0.01%)
4% less capital invested
Capital invested by funds: $20.5B → $19.8B (-$750M)
9% less repeat investments, than reductions
Existing positions increased: 331 | Existing positions reduced: 362
9% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 65
2% less funds holding
Funds holding: 1,079 → 1,061 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
+$65.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$65M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$31M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$18.5M |
| 5 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$137M |
| 2 |
BlackRock
New York
|
-$19.4M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$17.5M |
| 4 |
AF
Alerus Financial
Grand Forks,
North Dakota
|
-$13.6M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$13.3M |
IWR Hedge Fund Activity: Q3 2022 in Review
1,061 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2022, worth a combined $19.8B — down 3.7% from $20.5B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of IWR and 59 opened new positions — a net loss of 6 holders — while 362 trimmed existing stakes and 331 added.
The largest buyer was Factory Mutual Insurance, adding an estimated $65.3M. The largest seller was Wells Fargo, cutting an estimated $137M.
- 1,061 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2022, down from 1,079 in Q2 2022.
- Funds reported $19.8B of iShares Russell Mid-Cap ETF stock for Q3 2022, down 3.7% quarter-over-quarter.
- 59 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2022 and 65 closed out, a net change of -6 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2022 was Factory Mutual Insurance, an estimated $65.3M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2022 was Wells Fargo, an estimated $137M sold.
Based on aggregated 13F filings for Q3 2022.