IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,137 hedge funds and large institutions have $21.9B invested in iShares Russell Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 389 increasing their positions, 352 reducing their positions, and 48 closing their positions.

Holders
1,137
Holders Change
+80
Holders Change %
+7.57%
% of All Funds
18.35%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.05%
New
148
Increased
389
Reduced
352
Closed
48
Calls
$5.05M
Puts
$3.04M
Net Calls
+$2M
Net Calls Change
-$5.13M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.64B
2
FMI
2
Factory Mutual Insurance
Massachusetts
$162M
3
Cerity Partners
3
Cerity Partners
New York
$38.4M
4
ICMARC
4
International City Management Association Retirement Corp
District of Columbia
$30.5M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$126M

Top Sellers

1
Citigroup
1
Citigroup
New York
$24.8M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.07B
3
MA
3
MUFG Americas
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$282M
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.05B 59,984,274 +72,912 +0.1%
Wells Fargo
2
Wells Fargo
California
$2.64B 39,151,479 +1,323,722 +3%
US Bancorp
3
US Bancorp
Minnesota
$1.28B 19,019,404 +18,451 +0.1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.24B 18,389,053 +14,380 +0.1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.07B 15,857,993 -284,314 -2%
Northern Trust
6
Northern Trust
Illinois
$627M 9,291,211 +307,582 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$571M 8,466,777 +415,807 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$557M 8,257,345 +121,450 +1%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$481M 7,135,904 +17,114 +0.2%
Morgan Stanley
10
Morgan Stanley
New York
$478M 7,083,787 +46,963 +0.7%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$456M 6,753,249 +136,555 +2%
TF
12
TIAA FSB
Florida
$403M 5,968,905 -97,201 -2%
UBS Group
13
UBS Group
Switzerland
$366M 5,419,429 +129,146 +2%
Ameriprise
14
Ameriprise
Minnesota
$282M 4,113,653 -211,933 -5%
ANTB
15
AMG National Trust Bank
Colorado
$276M 4,092,553 -98,025 -2%
Truist Financial
16
Truist Financial
North Carolina
$238M 3,529,292 -16,505 -0.5%
Goldman Sachs
17
Goldman Sachs
New York
$224M 3,327,065 -140,534 -4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$206M 3,047,628 -174,168 -5%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$205M 3,033,454 -16,128 -0.5%
LPL Financial
20
LPL Financial
California
$173M 2,567,897 +43,054 +2%
FMI
21
Factory Mutual Insurance
Massachusetts
$162M 2,394,911 +675,700 +39%
V
22
Veritable
Delaware
$157M 2,321,770 +4,392 +0.2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$140M 2,075,317 +45,912 +2%
KeyBank National Association
24
KeyBank National Association
Ohio
$133M 1,965,655 +26,643 +1%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$126M 2,318,690 +532,434 +30%
1
2 3 4 5