iShares Russell Mid-Cap ETF
757 hedge funds and large institutions have $13.5B invested in iShares Russell Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 237 increasing their positions, 282 reducing their positions, and 53 closing their positions.
34% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 53
15% more capital invested
Capital invested by funds: $11.8B → $13.5B (+$1.73B)
2% more funds holding in top 10
Funds holding in top 10: 46 → 47 (+1)
1% more funds holding
Funds holding: 746 → 757 (+11)
0.14% less ownership
Funds ownership: 72.63% → 72.49% (-0.14%)
11% less call options, than puts
Call options by funds: $1.72M | Put options by funds: $1.94M
16% less repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 282
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$123M |
| 2 |
SV
Starboard Value
New York
|
+$65.5M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$20.6M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.6M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$128M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$62.4M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$51.2M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$31.2M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$24.3M |
IWR Hedge Fund Activity: Q1 2019 in Review
757 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2019, worth a combined $13.5B — up 15% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new IWR positions and 53 closed out — a net gain of 18 holders — while 237 added to existing stakes and 282 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $123M. The largest seller was Bank of America, cutting an estimated $128M.
- 757 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2019, up from 746 in Q4 2018.
- Funds reported $13.5B of iShares Russell Mid-Cap ETF stock for Q1 2019, up 15% quarter-over-quarter.
- 71 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2019 and 53 closed out, a net change of +18 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2019 was Avantax Advisory Services, an estimated $123M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2019 was Bank of America, an estimated $128M sold.
Based on aggregated 13F filings for Q1 2019.