iShares Russell Mid-Cap ETF
1,140 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, 390 increasing their positions, 353 reducing their positions, and 48 closing their positions.
208% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 48
66% more call options, than puts
Call options by funds: $5.04M | Put options by funds: $3.04M
11% more capital invested
Capital invested by funds: $19.7B → $21.9B (+$2.15B)
10% more repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 353
8% more funds holding
Funds holding: 1,060 → 1,140 (+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 |
FMI
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 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$13.5M |
| 5 |
WC
Wexford Capital
West Palm Beach,
Florida
|
-$13.1M |
IWR Hedge Fund Activity: Q4 2022 in Review
1,140 of the 6,221 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 $19.7B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new IWR positions and 48 closed out — a net gain of 100 holders — while 390 added to existing stakes and 353 trimmed.
The largest buyer was Wells Fargo, adding an estimated $89.3M. The largest seller was Citigroup, cutting an estimated $36.1M.
- 1,140 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2022, up from 1,060 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.