iShares Russell Mid-Cap ETF
1,247 hedge funds and large institutions have $25.1B invested in iShares Russell Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 404 increasing their positions, 386 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
260% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 48
14% more capital invested
Capital invested by funds: $22B → $25.1B (+$3.06B)
9% more funds holding
Funds holding: 1,140 → 1,247 (+107)
3% more funds holding in top 10
Funds holding in top 10: 63 → 65 (+2)
5% more repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 386
0.52% more ownership
Funds ownership: 80.14% → 80.66% (+0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$149M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$122M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$83.3M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$49.4M |
| 5 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
+$39.9M |
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
1,247 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2023, worth a combined $25.1B — up 14% from $22B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new IWR positions and 48 closed out — a net gain of 125 holders — while 404 added to existing stakes and 386 trimmed.
The largest buyer was Bank of America, adding an estimated $149M. The largest seller was Natixis Advisors, cutting an estimated $38.2M.
- 1,247 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2023, up from 1,140 in Q3 2023.
- Funds reported $25.1B of iShares Russell Mid-Cap ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 173 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2023 and 48 closed out, a net change of +125 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2023 was Bank of America, an estimated $149M 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.