iShares Russell Mid-Cap ETF
746 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 267 increasing their positions, 204 reducing their positions, and 55 closing their positions.
118% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 55
31% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 204
8% more funds holding
Funds holding: 688 → 746 (+58)
2% less funds holding in top 10
Funds holding in top 10: 47 → 46 (-1)
12% less capital invested
Capital invested by funds: $13.4B → $11.8B (-$1.56B)
18% less call options, than puts
Call options by funds: $953K | Put options by funds: $1.17M
208.34% less ownership
Funds ownership: 280.96% → 72.63% (-208%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$247M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$152M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$112M |
| 4 |
Bank of New York Mellon
New York
|
+$97.9M |
| 5 |
V
Veritable
Wilmington,
Delaware
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$145M |
| 2 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$92.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.7M |
| 4 |
Goldman Sachs
New York
|
-$16.1M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$12.4M |
IWR Hedge Fund Activity: Q4 2018 in Review
746 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2018, worth a combined $11.8B — down 12% from $13.4B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new IWR positions and 55 closed out — a net gain of 65 holders — while 267 added to existing stakes and 204 trimmed.
The largest buyer was Bank of America, adding an estimated $247M. The largest seller was Cornerstone Wealth Management, cutting an estimated $145M.
- 746 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2018, up from 688 in Q3 2018.
- Funds reported $11.8B of iShares Russell Mid-Cap ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 120 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2018 and 55 closed out, a net change of +65 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2018 was Bank of America, an estimated $247M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2018.