iShares Russell Mid-Cap ETF
670 hedge funds and large institutions have $12.1B invested in iShares Russell Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 37 closing their positions.
521% more call options, than puts
Call options by funds: $24.2M | Put options by funds: $3.9M
4.18% more ownership
Funds ownership: 274.72% → 278.9% (+4.2%)
2% more funds holding in top 10
Funds holding in top 10: 45 → 46 (+1)
5% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 37
3% more capital invested
Capital invested by funds: $11.7B → $12.1B (+$396M)
0% less funds holding
Funds holding: 673 → 670 (-3)
11% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$116M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$99.8M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$28.8M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$21.1M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$24.4M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$22M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$14.5M |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$14.3M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KF
701
Krilogy Financial
St. Louis,
Missouri
| – | -$19K | -360 | Closed |
|
|
FMB
702
Field & Main Bank
Henderson,
Kentucky
| – | -$12K | -236 | Closed |
|
|
VCM
703
Versant Capital Management
Phoenix,
Arizona
| – | -$11K | -232 | Closed |
|
704
Financial Engines Advisors
Santa Clara,
California
| – | -$11K | -216 | Closed |
|
|
AIM
705
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$11K | -204 | Closed |
|
|
SFA
706
Spectrum Financial Alliance
Nicholasville,
Kentucky
| – | -$10K | -196 | Closed |
|
|
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$2K | -44 | Closed |
|
708
Victory Capital Management
San Antonio,
Texas
| – | -$1.26K | -24 | -75% |
|
709
EARNEST Partners
Atlanta,
Georgia
| – | +$8.84K | +168 | New |
|
IWR Hedge Fund Activity: Q2 2018 in Review
670 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2018, worth a combined $12.1B — up 3.4% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IWR positions and 37 closed out — a net gain of 2 holders — while 192 added to existing stakes and 215 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $116M. The largest seller was Jane Street, exiting entirely with an estimated $24.4M sold.
- 670 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2018, down from 673 in Q1 2018.
- Funds reported $12.1B of iShares Russell Mid-Cap ETF stock for Q2 2018, up 3.4% quarter-over-quarter.
- 39 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2018 and 37 closed out, a net change of +2 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $116M added.
- The largest iShares Russell Mid-Cap ETF seller in Q2 2018 was Jane Street, an estimated $24.4M sold.
Based on aggregated 13F filings for Q2 2018.