iShares Russell Mid-Cap ETF
765 hedge funds and large institutions have $15.3B invested in iShares Russell Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 260 increasing their positions, 244 reducing their positions, and 37 closing their positions.
156% more call options, than puts
Call options by funds: $8M | Put options by funds: $3.12M
30% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 37
17% more funds holding in top 10
Funds holding in top 10: 47 → 55 (+8)
1.12% more ownership
Funds ownership: 75.07% → 76.19% (+1.1%)
7% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 244
4% more capital invested
Capital invested by funds: $14.7B → $15.3B (+$633M)
1% more funds holding
Funds holding: 761 → 765 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$257M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$82.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$45.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$19.5M |
| 2 |
SV
Starboard Value
New York
|
-$13.7M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$11.6M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$10.9M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$9.9M |
IWR Hedge Fund Activity: Q3 2019 in Review
765 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2019, worth a combined $15.3B — up 4.3% from $14.7B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IWR positions and 37 closed out — a net gain of 11 holders — while 260 added to existing stakes and 244 trimmed.
The largest buyer was Wells Fargo, adding an estimated $257M. The largest seller was Bank of Montreal, cutting an estimated $19.5M.
- 765 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2019, up from 761 in Q2 2019.
- Funds reported $15.3B of iShares Russell Mid-Cap ETF stock for Q3 2019, up 4.3% quarter-over-quarter.
- 48 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2019 and 37 closed out, a net change of +11 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2019 was Wells Fargo, an estimated $257M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2019 was Bank of Montreal, an estimated $19.5M sold.
Based on aggregated 13F filings for Q3 2019.