iShares Russell Mid-Cap ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$193M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$30.7M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.1M |
| 4 |
Jane Street
New York
|
+$11.6M |
| 5 |
N
Natixis
Paris,
France
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
V
Veritable
Wilmington,
Delaware
|
-$29.1M |
| 2 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$26.2M |
| 3 |
SIMM
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
-$19.2M |
| 4 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$11.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.4M |
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.