iShares Russell Mid-Cap ETF
1,012 hedge funds and large institutions have $23.1B invested in iShares Russell Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 350 increasing their positions, 325 reducing their positions, and 45 closing their positions.
805% more call options, than puts
Call options by funds: $23M | Put options by funds: $2.54M
73% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 45
9% more capital invested
Capital invested by funds: $21.2B → $23.1B (+$1.91B)
2% more funds holding
Funds holding: 994 → 1,012 (+18)
8% more repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 325
0.18% less ownership
Funds ownership: 78.17% → 77.99% (-0.18%)
3% less funds holding in top 10
Funds holding in top 10: 63 → 61 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$101M |
| 2 |
Morgan Stanley
New York
|
+$81.8M |
| 3 |
AssetMark Inc
Concord,
California
|
+$68.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$52.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$42.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$72.6M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$24M |
| 3 |
Goldman Sachs
New York
|
-$21.9M |
| 4 |
MSL
Mackay Shields LLC
New York
|
-$20.3M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$19.4M |
IWR Hedge Fund Activity: Q2 2021 in Review
1,012 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2021, worth a combined $23.1B — up 9% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new IWR positions and 45 closed out — a net gain of 33 holders — while 350 added to existing stakes and 325 trimmed.
The largest buyer was US Bancorp, adding an estimated $101M. The largest seller was Wells Fargo, cutting an estimated $72.6M.
- 1,012 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2021, up from 994 in Q1 2021.
- Funds reported $23.1B of iShares Russell Mid-Cap ETF stock for Q2 2021, up 9% quarter-over-quarter.
- 78 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2021 and 45 closed out, a net change of +33 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q2 2021 was US Bancorp, an estimated $101M added.
- The largest iShares Russell Mid-Cap ETF seller in Q2 2021 was Wells Fargo, an estimated $72.6M sold.
Based on aggregated 13F filings for Q2 2021.