iShares Russell Mid-Cap ETF
1,143 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, 391 increasing their positions, 354 reducing their positions, and 48 closing their positions.
208% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 48
168% more capital inflows, than outflows
Capital inflows: $831M | Capital outflows: $310M
66% more call options, than puts
Call options by funds: $5.04M | Put options by funds: $3.04M
10% more repeat investments, than reductions
Existing positions increased: 391 | Existing positions reduced: 354
8% more funds holding
Funds holding: 1,063 → 1,143 (+80)
5% more funds holding in top 10
Funds holding in top 10: 62 → 65 (+3)
0.45% more ownership
Funds ownership: 79.9% → 80.36% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$89.3M |
| 2 |
Factory Mutual Insurance
Waltham,
Massachusetts
|
+$45.6M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$35.9M |
| 4 |
Cerity Partners
New York
|
+$30.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$36.1M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$19.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.3M |
| 4 |
Proficio Capital Partners
Newton,
Massachusetts
|
-$13.5M |
| 5 |
Wexford Capital
West Palm Beach,
Florida
|
-$13.1M |
IWR Hedge Fund Activity: Q4 2022 in Review
1,143 of the 6,244 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2022, worth a combined $21.9B — up 11% from $19.8B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new IWR positions and 48 closed out — a net gain of 100 holders — while 391 added to existing stakes and 354 trimmed.
The largest buyer was Wells Fargo, adding an estimated $89.3M. The largest seller was Citigroup, cutting an estimated $36.1M.
- 1,143 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2022, up from 1,063 in Q3 2022.
- Funds reported $21.9B of iShares Russell Mid-Cap ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 148 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2022 and 48 closed out, a net change of +100 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2022 was Wells Fargo, an estimated $89.3M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2022 was Citigroup, an estimated $36.1M sold.
Based on aggregated 13F filings for Q4 2022.