iShares Russell Mid-Cap ETF
385 hedge funds and large institutions have $5.98B invested in iShares Russell Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 113 reducing their positions, and 11 closing their positions.
445% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 11
26% more call options, than puts
Call options by funds: $39.9M | Put options by funds: $31.6M
23% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 113
13% more funds holding
Funds holding: 341 → 385 (+44)
11% more capital invested
Capital invested by funds: $5.37B → $5.98B (+$609M)
2.58% more ownership
Funds ownership: 253.99% → 256.57% (+2.6%)
3% less funds holding in top 10
Funds holding in top 10: 30 → 29 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$30.1M |
| 2 |
Citigroup
New York
|
+$29.5M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$22.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$16.2M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$31M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$17.8M |
| 3 |
JP Morgan Chase
New York
|
-$11.6M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$11M |
| 5 |
WA
WESPAC Advisors
Orinda,
California
|
-$5.42M |
IWR Hedge Fund Activity: Q4 2013 in Review
385 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2013, worth a combined $5.98B — up 11% from $5.37B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IWR positions and 11 closed out — a net gain of 49 holders — while 139 added to existing stakes and 113 trimmed.
The largest buyer was Bank of America, adding an estimated $30.1M. The largest seller was Bessemer Group, cutting an estimated $31M.
- 385 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2013, up from 341 in Q3 2013.
- Funds reported $5.98B of iShares Russell Mid-Cap ETF stock for Q4 2013, up 11% quarter-over-quarter.
- 60 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2013 and 11 closed out, a net change of +49 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2013 was Bank of America, an estimated $30.1M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2013 was Bessemer Group, an estimated $31M sold.
Based on aggregated 13F filings for Q4 2013.