iShares Russell Mid-Cap ETF
1,246 hedge funds and large institutions have $25.6B invested in iShares Russell Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 404 increasing their positions, 387 reducing their positions, and 48 closing their positions.
2,483% more call options, than puts
Call options by funds: $14.6M | Put options by funds: $567K
256% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 48
16% more capital invested
Capital invested by funds: $22B → $25.6B (+$3.61B)
9% more funds holding
Funds holding: 1,141 → 1,246 (+105)
3% more funds holding in top 10
Funds holding in top 10: 62 → 64 (+2)
2.27% more ownership
Funds ownership: 80.11% → 82.38% (+2.3%)
4% more repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 387
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$521M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$149M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$122M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$83.3M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$49.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
-$38.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$35.6M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$35.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$33.6M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$33.3M |
IWR Hedge Fund Activity: Q4 2023 in Review
1,246 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2023, worth a combined $25.6B — up 16% from $22B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new IWR positions and 48 closed out — a net gain of 123 holders — while 404 added to existing stakes and 387 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $521M. The largest seller was Natixis Advisors, cutting an estimated $38.2M.
- 1,246 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2023, up from 1,141 in Q3 2023.
- Funds reported $25.6B of iShares Russell Mid-Cap ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 171 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2023 and 48 closed out, a net change of +123 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $521M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2023 was Natixis Advisors, an estimated $38.2M sold.
Based on aggregated 13F filings for Q4 2023.