iShares Russell Mid-Cap ETF
1,121 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 335 increasing their positions, 406 reducing their positions, and 68 closing their positions.
548% more call options, than puts
Call options by funds: $11.5M | Put options by funds: $1.78M
15% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 68
2% more capital invested
Capital invested by funds: $21.9B → $22.3B (+$395M)
0.45% less ownership
Funds ownership: 80.36% → 79.9% (-0.45%)
2% less funds holding
Funds holding: 1,140 → 1,121 (-19)
3% less funds holding in top 10
Funds holding in top 10: 65 → 63 (-2)
17% less repeat investments, than reductions
Existing positions increased: 335 | Existing positions reduced: 406
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$32M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$26.9M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$17.8M |
| 4 |
ICMARC
International City Management Association Retirement Corp
Washington,
District of Columbia
|
+$17.7M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$190M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$73M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$32M |
| 4 |
Morgan Stanley
New York
|
-$22.7M |
| 5 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$21M |
IWR Hedge Fund Activity: Q1 2023 in Review
1,121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2023, worth a combined $22.3B — up 1.8% from $21.9B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new IWR positions and 68 closed out — a net gain of 10 holders — while 335 added to existing stakes and 406 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $32M. The largest seller was Bank of America, cutting an estimated $190M.
- 1,121 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2023, down from 1,140 in Q4 2022.
- Funds reported $22.3B of iShares Russell Mid-Cap ETF stock for Q1 2023, up 1.8% quarter-over-quarter.
- 78 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2023 and 68 closed out, a net change of +10 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2023 was Jones Financial Companies, an estimated $32M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2023 was Bank of America, an estimated $190M sold.
Based on aggregated 13F filings for Q1 2023.