iShares Russell Mid-Cap ETF
886 hedge funds and large institutions have $16.6B invested in iShares Russell Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 271 increasing their positions, 248 reducing their positions, and 30 closing their positions.
440% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 30
155% more call options, than puts
Call options by funds: $2.72M | Put options by funds: $1.06M
18% more funds holding in top 10
Funds holding in top 10: 55 → 65 (+10)
16% more funds holding
Funds holding: 765 → 886 (+121)
8% more capital invested
Capital invested by funds: $15.3B → $16.6B (+$1.27B)
9% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 248
0.18% more ownership
Funds ownership: 76.19% → 76.37% (+0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$145M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$63.4M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$58.6M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$45.6M |
| 5 |
JP Morgan Chase
New York
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$65.8M |
| 2 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$50.9M |
| 3 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$32.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$26M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.7M |
IWR Hedge Fund Activity: Q4 2019 in Review
886 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2019, worth a combined $16.6B — up 8.3% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 162 funds opened new IWR positions and 30 closed out — a net gain of 132 holders — while 271 added to existing stakes and 248 trimmed.
The largest buyer was Truist Financial, adding an estimated $145M. The largest seller was M&T Bank, exiting entirely with an estimated $65.8M sold.
- 886 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2019, up from 765 in Q3 2019.
- Funds reported $16.6B of iShares Russell Mid-Cap ETF stock for Q4 2019, up 8.3% quarter-over-quarter.
- 162 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2019 and 30 closed out, a net change of +132 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2019 was Truist Financial, an estimated $145M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2019 was M&T Bank, an estimated $65.8M sold.
Based on aggregated 13F filings for Q4 2019.