iShares Russell Mid-Cap ETF
994 hedge funds and large institutions have $21.2B invested in iShares Russell Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 291 increasing their positions, 342 reducing their positions, and 42 closing their positions.
280% more call options, than puts
Call options by funds: $38.3M | Put options by funds: $10.1M
129% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 42
9% more capital invested
Capital invested by funds: $19.5B → $21.2B (+$1.71B)
5% more funds holding
Funds holding: 946 → 994 (+48)
0.23% less ownership
Funds ownership: 78.4% → 78.17% (-0.23%)
2% less funds holding in top 10
Funds holding in top 10: 64 → 63 (-1)
15% less repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 342
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$194M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$39.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.5M |
| 4 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$16.8M |
| 5 |
OC
Oakworth Capital
Birmingham,
Alabama
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$29M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$26.9M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$23M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$19.8M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$15.5M |
IWR Hedge Fund Activity: Q1 2021 in Review
994 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2021, worth a combined $21.2B — up 8.8% from $19.5B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new IWR positions and 42 closed out — a net gain of 54 holders — while 291 added to existing stakes and 342 trimmed.
The largest buyer was US Bancorp, adding an estimated $194M. The largest seller was Jones Financial Companies, cutting an estimated $29M.
- 994 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2021, up from 946 in Q4 2020.
- Funds reported $21.2B of iShares Russell Mid-Cap ETF stock for Q1 2021, up 8.8% quarter-over-quarter.
- 96 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2021 and 42 closed out, a net change of +54 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2021 was US Bancorp, an estimated $194M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2021 was Jones Financial Companies, an estimated $29M sold.
Based on aggregated 13F filings for Q1 2021.