iShares Russell Mid-Cap ETF
447 hedge funds and large institutions have $8.8B invested in iShares Russell Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 31 closing their positions.
256% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $4.24M
68% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 31
41% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 125
19% more funds holding in top 10
Funds holding in top 10: 31 → 37 (+6)
10% more capital invested
Capital invested by funds: $8.01B → $8.8B (+$795M)
2.96% more ownership
Funds ownership: 276.2% → 279.16% (+3%)
3% more funds holding
Funds holding: 436 → 447 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$52.5M |
| 3 |
GLI
Guardian Life Insurance
New York
|
+$40M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$35.4M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
-$23.4M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$14.1M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$9.69M |
| 4 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$8.05M |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$5.61M |
IWR Hedge Fund Activity: Q1 2015 in Review
447 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2015, worth a combined $8.8B — up 9.9% from $8.01B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IWR positions and 31 closed out — a net gain of 21 holders — while 176 added to existing stakes and 125 trimmed.
The largest buyer was Bank of America, adding an estimated $104M. The largest seller was KeyBank National Association, cutting an estimated $23.4M.
- 447 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2015, up from 436 in Q4 2014.
- Funds reported $8.8B of iShares Russell Mid-Cap ETF stock for Q1 2015, up 9.9% quarter-over-quarter.
- 52 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2015 and 31 closed out, a net change of +21 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2015 was Bank of America, an estimated $104M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2015 was KeyBank National Association, an estimated $23.4M sold.
Based on aggregated 13F filings for Q1 2015.