iShares Russell Mid-Cap ETF
833 hedge funds and large institutions have $15.2B invested in iShares Russell Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 240 increasing their positions, 340 reducing their positions, and 56 closing their positions.
2,116% more call options, than puts
Call options by funds: $25.6M | Put options by funds: $1.15M
46% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 56
24% more capital invested
Capital invested by funds: $12.3B → $15.2B (+$2.96B)
4% more funds holding in top 10
Funds holding in top 10: 50 → 52 (+2)
3% more funds holding
Funds holding: 811 → 833 (+22)
0.21% less ownership
Funds ownership: 77.99% → 77.78% (-0.21%)
29% less repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 340
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$89.1M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$47.1M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$42.7M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$39.5M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$113M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$44.1M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$34.6M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$31M |
| 5 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$20.1M |
IWR Hedge Fund Activity: Q2 2020 in Review
833 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2020, worth a combined $15.2B — up 24% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IWR positions and 56 closed out — a net gain of 26 holders — while 240 added to existing stakes and 340 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $89.1M. The largest seller was Avantax Advisory Services, cutting an estimated $113M.
- 833 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2020, up from 811 in Q1 2020.
- Funds reported $15.2B of iShares Russell Mid-Cap ETF stock for Q2 2020, up 24% quarter-over-quarter.
- 82 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2020 and 56 closed out, a net change of +26 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q2 2020 was Bank of New York Mellon, an estimated $89.1M added.
- The largest iShares Russell Mid-Cap ETF seller in Q2 2020 was Avantax Advisory Services, an estimated $113M sold.
Based on aggregated 13F filings for Q2 2020.