iShares Russell Mid-Cap ETF
1,146 hedge funds and large institutions have $22.9B invested in iShares Russell Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 341 increasing their positions, 414 reducing their positions, and 45 closing their positions.
856% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $1.68M
78% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 45
2% more funds holding
Funds holding: 1,123 → 1,146 (+23)
2% more funds holding in top 10
Funds holding in top 10: 64 → 65 (+1)
0.1% less ownership
Funds ownership: 79.98% → 79.88% (-0.1%)
18% less repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 414
28% less capital inflows, than outflows
Capital inflows: $535M | Capital outflows: $739M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$58.1M |
| 2 |
Morgan Stanley
New York
|
+$54.5M |
| 3 |
EP Wealth Advisors
Torrance,
California
|
+$35M |
| 4 |
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$27.4M |
| 5 |
Miracle Mile Advisors
Los Angeles,
California
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$152M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$97.3M |
| 3 |
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$65.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$48.3M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$29.5M |
IWR Hedge Fund Activity: Q2 2023 in Review
1,146 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2023, worth a combined $22.9B — up 2.4% from $22.4B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IWR positions and 45 closed out — a net gain of 35 holders — while 341 added to existing stakes and 414 trimmed.
The largest buyer was US Bancorp, adding an estimated $58.1M. The largest seller was Wells Fargo, cutting an estimated $152M.
- 1,146 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2023, up from 1,123 in Q1 2023.
- Funds reported $22.9B of iShares Russell Mid-Cap ETF stock for Q2 2023, up 2.4% quarter-over-quarter.
- 80 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2023 and 45 closed out, a net change of +35 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q2 2023 was US Bancorp, an estimated $58.1M added.
- The largest iShares Russell Mid-Cap ETF seller in Q2 2023 was Wells Fargo, an estimated $152M sold.
Based on aggregated 13F filings for Q2 2023.