iShares Russell Mid-Cap ETF
945 hedge funds and large institutions have $19.5B invested in iShares Russell Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 289 increasing their positions, 296 reducing their positions, and 33 closing their positions.
361% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 33
71% more call options, than puts
Call options by funds: $23.4M | Put options by funds: $13.7M
20% more capital invested
Capital invested by funds: $16.3B → $19.5B (+$3.22B)
13% more funds holding
Funds holding: 837 → 945 (+108)
7% more funds holding in top 10
Funds holding in top 10: 60 → 64 (+4)
0.22% less ownership
Funds ownership: 78.62% → 78.4% (-0.22%)
2% less repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 296
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$158M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$128M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$44.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$27.4M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$391M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$57.4M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$42.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$33.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$32.5M |
IWR Hedge Fund Activity: Q4 2020 in Review
945 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2020, worth a combined $19.5B — up 20% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new IWR positions and 33 closed out — a net gain of 119 holders — while 289 added to existing stakes and 296 trimmed.
The largest buyer was Ameriprise, adding an estimated $158M. The largest seller was JP Morgan Chase, cutting an estimated $391M.
- 945 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2020, up from 837 in Q3 2020.
- Funds reported $19.5B of iShares Russell Mid-Cap ETF stock for Q4 2020, up 20% quarter-over-quarter.
- 152 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2020 and 33 closed out, a net change of +119 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2020 was Ameriprise, an estimated $158M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2020 was JP Morgan Chase, an estimated $391M sold.
Based on aggregated 13F filings for Q4 2020.