iShares Russell Mid-Cap ETF

IWR

Market cap $56.6B

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.