iShares Russell Mid-Cap ETF
673 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 233 reducing their positions, and 33 closing their positions.
581% more call options, than puts
Call options by funds: $21.7M | Put options by funds: $3.18M
67% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 33
3% more funds holding
Funds holding: 655 → 673 (+18)
0.81% more ownership
Funds ownership: 273.9% → 274.72% (+0.81%)
0% more funds holding in top 10
Funds holding in top 10: 45 → 45 (0)
0% less capital invested
Capital invested by funds: $11.7B → $11.7B (-$8.84M)
4% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 233
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$50M |
| 2 |
JP Morgan Chase
New York
|
+$42.9M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$38.8M |
| 4 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$27.7M |
| 5 |
CBB
Citizens Business Bank
Ontario,
California
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$65.7M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$23.8M |
| 3 |
GLI
Guardian Life Insurance
New York
|
-$17.6M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$13.2M |
| 5 |
Goldman Sachs
New York
|
-$10.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PL
701
Plancorp LLC
Saint Louis,
Missouri
| – | -$201K | -3,888 | Closed |
|
|
BRWA
702
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$203K | -3,872 | Closed |
|
|
SAM
703
Solaris Asset Management
New York
| – | -$125K | -2,408 | Closed |
|
|
MWM
704
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$81K | -1,560 | Closed |
|
705
ClearBridge Investments
New York
| – | -$39K | -740 | Closed |
|
|
LC
706
Landaas & Company
Milwaukee,
Wisconsin
| – | -$38K | -732 | Closed |
|
|
BL
707
Balentine LLC
Atlanta,
Georgia
| – | -$37K | -704 | Closed |
|
IWR Hedge Fund Activity: Q1 2018 in Review
673 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2018, worth a combined $11.7B — down 0.08% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new IWR positions and 33 closed out — a net gain of 22 holders — while 223 added to existing stakes and 233 trimmed.
The largest buyer was Bank of America, adding an estimated $50M. The largest seller was Wells Fargo, cutting an estimated $65.7M.
- 673 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2018, up from 655 in Q4 2017.
- Funds reported $11.7B of iShares Russell Mid-Cap ETF stock for Q1 2018, down 0.08% quarter-over-quarter.
- 55 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2018 and 33 closed out, a net change of +22 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2018 was Bank of America, an estimated $50M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2018 was Wells Fargo, an estimated $65.7M sold.
Based on aggregated 13F filings for Q1 2018.