iShares Russell Mid-Cap ETF
1,142 hedge funds and large institutions have $22B invested in iShares Russell Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 339 increasing their positions, 346 reducing their positions, and 66 closing their positions.
589% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $1.79M
67% more capital inflows, than outflows
Capital inflows: $1.7B | Capital outflows: $1.02B
20% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 66
0.27% more ownership
Funds ownership: 79.88% → 80.14% (+0.27%)
0% less funds holding
Funds holding: 1,146 → 1,142 (-4)
2% less repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 346
3% less funds holding in top 10
Funds holding in top 10: 65 → 63 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Family Office
Englewood,
New Jersey
|
+$149M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$78.9M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$71.1M |
| 4 |
Cetera Advisors
Denver,
Colorado
|
+$63M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$58.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$276M |
| 2 |
Catalyst Capital Advisors
Huntington,
New York
|
-$68.8M |
| 3 |
Millburn Ridgefield Corp
New York
|
-$68.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$60.6M |
| 5 |
EP Wealth Advisors
Torrance,
California
|
-$42.1M |
IWR Hedge Fund Activity: Q3 2023 in Review
1,142 of the 6,317 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 4% from $22.9B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new IWR positions and 66 closed out — a net gain of 13 holders — while 339 added to existing stakes and 346 trimmed.
The largest buyer was Pathstone Family Office, adding an estimated $149M. The largest seller was Envestnet Asset Management, cutting an estimated $276M.
- 1,142 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2023, down from 1,146 in Q2 2023.
- Funds reported $22B of iShares Russell Mid-Cap ETF stock for Q3 2023, down 4% quarter-over-quarter.
- 79 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2023 and 66 closed out, a net change of +13 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.