iShares Russell Mid-Cap ETF
811 hedge funds and large institutions have $12.3B invested in iShares Russell Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 249 increasing their positions, 334 reducing their positions, and 122 closing their positions.
32% more call options, than puts
Call options by funds: $4.81M | Put options by funds: $3.65M
1.62% more ownership
Funds ownership: 76.37% → 77.99% (+1.6%)
8% less funds holding
Funds holding: 886 → 811 (-75)
23% less funds holding in top 10
Funds holding in top 10: 65 → 50 (-15)
25% less repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 334
26% less capital invested
Capital invested by funds: $16.6B → $12.3B (-$4.29B)
51% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 122
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$140M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$122M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$111M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$65.9M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$61.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$71.1M |
| 2 |
SV
Starboard Value
New York
|
-$56.7M |
| 3 |
JP Morgan Chase
New York
|
-$38.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$34M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$25.1M |
IWR Hedge Fund Activity: Q1 2020 in Review
811 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2020, worth a combined $12.3B — down 26% from $16.6B a quarter earlier.
Sellers outnumbered buyers: 122 funds closed out of IWR and 60 opened new positions — a net loss of 62 holders — while 334 trimmed existing stakes and 249 added.
The largest buyer was Bank of New York Mellon, adding an estimated $140M. The largest seller was Ameriprise, cutting an estimated $71.1M.
- 811 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2020, down from 886 in Q4 2019.
- Funds reported $12.3B of iShares Russell Mid-Cap ETF stock for Q1 2020, down 26% quarter-over-quarter.
- 60 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2020 and 122 closed out, a net change of -62 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2020 was Bank of New York Mellon, an estimated $140M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2020 was Ameriprise, an estimated $71.1M sold.
Based on aggregated 13F filings for Q1 2020.