iShares Russell Mid-Cap ETF
1,141 hedge funds and large institutions have $22B invested in iShares Russell Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 344 reducing their positions, and 66 closing their positions.
589% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $1.79M
21% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 66
0.31% more ownership
Funds ownership: 79.8% → 80.11% (+0.31%)
0% less funds holding
Funds holding: 1,144 → 1,141 (-3)
1% less repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 344
4% less capital invested
Capital invested by funds: $22.9B → $22B (-$900M)
3% less funds holding in top 10
Funds holding in top 10: 64 → 62 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$149M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$78.9M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$71.1M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$63M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$58.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$276M |
| 2 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$68.8M |
| 3 |
MRC
Millburn Ridgefield Corp
New York
|
-$68.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$60.6M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$42.1M |
IWR Hedge Fund Activity: Q3 2023 in Review
1,141 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2023, worth a combined $22B — down 3.9% from $22.9B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IWR positions and 66 closed out — a net gain of 14 holders — while 340 added to existing stakes and 344 trimmed.
The largest buyer was Pathstone Family Office, adding an estimated $149M. The largest seller was Envestnet Asset Management, cutting an estimated $276M.
- 1,141 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2023, down from 1,144 in Q2 2023.
- Funds reported $22B of iShares Russell Mid-Cap ETF stock for Q3 2023, down 3.9% quarter-over-quarter.
- 80 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2023 and 66 closed out, a net change of +14 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $149M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $276M sold.
Based on aggregated 13F filings for Q3 2023.