iShares Russell Mid-Cap ETF
761 hedge funds and large institutions have $14.7B invested in iShares Russell Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 255 increasing their positions, 260 reducing their positions, and 39 closing their positions.
236% more call options, than puts
Call options by funds: $4.64M | Put options by funds: $1.38M
31% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 39
8% more capital invested
Capital invested by funds: $13.5B → $14.7B (+$1.13B)
2.58% more ownership
Funds ownership: 72.49% → 75.07% (+2.6%)
1% more funds holding
Funds holding: 757 → 761 (+4)
0% more funds holding in top 10
Funds holding in top 10: 47 → 47 (0)
2% less repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 260
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$361M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$90.2M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$41.1M |
| 5 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RGIA
Rainier Group Investment Advisory
Bellevue,
Washington
|
-$12M |
| 2 |
FIM
Foresters Investment Management
New York
|
-$10.1M |
| 3 |
BlackRock
New York
|
-$7.91M |
| 4 |
V
Veritable
Wilmington,
Delaware
|
-$7.41M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$6.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFW
801
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$3K | -56 | Closed |
|
|
SWP
802
Strategic Wealth Partners
Independence,
Ohio
| – | -$2K | -40 | Closed |
|
803
Parallax Volatility Advisers
San Francisco,
California
| – | +$55 | +1 | +25% |
|
IWR Hedge Fund Activity: Q2 2019 in Review
761 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2019, worth a combined $14.7B — up 8.3% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IWR positions and 39 closed out — a net gain of 12 holders — while 255 added to existing stakes and 260 trimmed.
The largest buyer was Wells Fargo, adding an estimated $361M. The largest seller was Rainier Group Investment Advisory, cutting an estimated $12M.
- 761 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2019, up from 757 in Q1 2019.
- Funds reported $14.7B of iShares Russell Mid-Cap ETF stock for Q2 2019, up 8.3% quarter-over-quarter.
- 51 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2019 and 39 closed out, a net change of +12 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q2 2019 was Wells Fargo, an estimated $361M added.
- The largest iShares Russell Mid-Cap ETF seller in Q2 2019 was Rainier Group Investment Advisory, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2019.