iShares Russell Mid-Cap ETF
565 hedge funds and large institutions have $10.8B invested in iShares Russell Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 198 increasing their positions, 193 reducing their positions, and 26 closing their positions.
313% more call options, than puts
Call options by funds: $8.98M | Put options by funds: $2.17M
85% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 26
11% more capital invested
Capital invested by funds: $9.74B → $10.8B (+$1.03B)
5.14% more ownership
Funds ownership: 273.54% → 278.68% (+5.1%)
4% more funds holding in top 10
Funds holding in top 10: 45 → 47 (+2)
3% more funds holding
Funds holding: 547 → 565 (+18)
3% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 193
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$267M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$75.4M |
| 3 |
JP Morgan Chase
New York
|
+$42.8M |
| 4 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
+$32.6M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$55M |
| 2 |
DC
Deere & Company
Moline,
Illinois
|
-$21.8M |
| 3 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$14.8M |
| 4 |
Jane Street
New York
|
-$14.1M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
-$8.93M |
IWR Hedge Fund Activity: Q1 2017 in Review
565 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2017, worth a combined $10.8B — up 11% from $9.74B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IWR positions and 26 closed out — a net gain of 22 holders — while 198 added to existing stakes and 193 trimmed.
The largest buyer was Bank of America, adding an estimated $267M. The largest seller was AssetMark Inc, cutting an estimated $55M.
- 565 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2017, up from 547 in Q4 2016.
- Funds reported $10.8B of iShares Russell Mid-Cap ETF stock for Q1 2017, up 11% quarter-over-quarter.
- 48 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2017 and 26 closed out, a net change of +22 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2017 was Bank of America, an estimated $267M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2017 was AssetMark Inc, an estimated $55M sold.
Based on aggregated 13F filings for Q1 2017.