We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

655 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 191 increasing their positions, 222 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

858% more call options, than puts

Call options by funds: $9.57M | Put options by funds: $999K

414% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 22

15% more funds holding

Funds holding: 572 → 655 (+83)

7% more capital invested

Capital invested by funds: $10.9B → $11.7B (+$807M)

2.1% less ownership

Funds ownership: 276% → 273.9% (-2.1%)

4% less funds holding in top 10

Funds holding in top 10: 47 → 45 (-2)

14% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 222

Holders
655
Holders Change
+83
Holders Change %
+14.51%
% of All Funds
14.86%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
1.02%
New
113
Increased
191
Reduced
222
Closed
22
Calls
$9.57M
Puts
$999K
Net Calls
+$8.57M
Net Calls Change
-$63K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$193M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.7M
3
RJA
Raymond James & Associates
Florida
+$12.1M
4
Jane Street
Jane Street
New York
+$11.6M
5
N
Natixis
France
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
V
Veritable
Delaware
-$29.1M
2
HFS
HL Financial Services
Kentucky
-$26.2M
3
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
-$19.2M
4
MSA
Mason Street Advisors
Wisconsin
-$11.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
26
Commerce Bank
Missouri
$78.9M +$240K +4,736 +0.3%
SF
27
Synovus Financial
Georgia
$77.3M +$959K +18,888 +1%
M&T Bank
28
M&T Bank
New York
$75.5M -$6.31M -124,340 -8%
JFG
29
JMG Financial Group
Illinois
$67.5M -$610K -12,020 -0.9%
V
30
Veritable
Delaware
$66M -$29.1M -572,740 -31%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$64.4M +$1.19M +23,476 +2%
CTB
32
Country Trust Bank
Illinois
$62.6M +$1.88M +37,036 +3%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$57.7M +$925K +18,232 +2%
CBU
34
CIBC Bank USA
Illinois
$54.8M -$228K -4,500 -0.4%
WT
35
Washington Trust
Rhode Island
$52.9M -$1.95M -38,400 -4%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$50.3M +$404K +7,960 +0.8%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$49.1M -$807K -15,904 -2%
FTIOP
38
Fiduciary Trust International of Pennsylvania
Pennsylvania
$45.9M +$749K +14,764 +2%
RJA
39
Raymond James & Associates
Florida
$44M +$12.1M +239,188 +39%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$41.8M -$225K -4,436 -0.5%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$41M +$1.69M +33,376 +4%
AFG
42
Albion Financial Group
Utah
$40.2M +$214K +4,212 +0.5%
MMA
43
Miracle Mile Advisors
California
$39.9M +$1.61M +31,712 +4%
RGIA
44
Rainier Group Investment Advisory
Washington
$38.5M +$815K +16,048 +2%
JIC
45
Johnson Investment Counsel
Ohio
$36.9M +$4.57M +90,120 +15%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$36.2M +$2.3M +45,264 +7%
SI
47
Stephens Inc
Arkansas
$35.8M -$1.13M -22,304 -3%
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$35.6M -$734K -14,456 -2%
FFA
49
Fragasso Financial Advisors
Pennsylvania
$35.4M -$184K -3,616 -0.5%
MA
50
MUFG Americas
New York
$32.3M -$609K -12,000 -2%
1
2
3 4 5

IWR Hedge Fund Activity: Q4 2017 in Review

655 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2017, worth a combined $11.7B — up 7.4% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new IWR positions and 22 closed out — a net gain of 91 holders — while 191 added to existing stakes and 222 trimmed.

The largest buyer was Bank of America, adding an estimated $193M. The largest seller was Veritable, cutting an estimated $29.1M.

  • 655 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2017, up from 572 in Q3 2017.
  • Funds reported $11.7B of iShares Russell Mid-Cap ETF stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 113 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2017 and 22 closed out, a net change of +91 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q4 2017 was Bank of America, an estimated $193M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q4 2017 was Veritable, an estimated $29.1M sold.

Based on aggregated 13F filings for Q4 2017.