iShares Russell Mid-Cap ETF
447 hedge funds and large institutions have $8.3B invested in iShares Russell Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 170 increasing their positions, 134 reducing their positions, and 31 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 134
6% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 31
0% less funds holding
Funds holding: 448 → 447 (-1)
1.86% less ownership
Funds ownership: 278.14% → 276.28% (-1.9%)
6% less funds holding in top 10
Funds holding in top 10: 35 → 33 (-2)
7% less capital invested
Capital invested by funds: $8.95B → $8.3B (-$642M)
10% less call options, than puts
Call options by funds: $8.28M | Put options by funds: $9.22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$48.3M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$45.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$40.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$31.3M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$58.9M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$23.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.3M |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
-$10.6M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$10.2M |
IWR Hedge Fund Activity: Q3 2015 in Review
447 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2015, worth a combined $8.3B — down 7.2% from $8.95B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IWR positions and 31 closed out — a net gain of 2 holders — while 170 added to existing stakes and 134 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $48.3M. The largest seller was Fidelity Investments, cutting an estimated $58.9M.
- 447 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2015, down from 448 in Q2 2015.
- Funds reported $8.3B of iShares Russell Mid-Cap ETF stock for Q3 2015, down 7.2% quarter-over-quarter.
- 33 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2015 and 31 closed out, a net change of +2 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2015 was JP Morgan Chase, an estimated $48.3M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2015 was Fidelity Investments, an estimated $58.9M sold.
Based on aggregated 13F filings for Q3 2015.