iShares Russell Mid-Cap ETF
572 hedge funds and large institutions have $10.9B invested in iShares Russell Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 211 increasing their positions, 192 reducing their positions, and 30 closing their positions.
386% more call options, than puts
Call options by funds: $10.9M | Put options by funds: $2.24M
13% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 30
4.23% more ownership
Funds ownership: 271.77% → 276% (+4.2%)
10% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 192
0% more capital invested
Capital invested by funds: $10.9B → $10.9B (+$693K)
0% less funds holding
Funds holding: 573 → 572 (-1)
4% less funds holding in top 10
Funds holding in top 10: 49 → 47 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$116M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$33.3M |
| 3 |
GLI
Guardian Life Insurance
New York
|
+$29.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$9.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$262M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$58.5M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$57.2M |
| 4 |
Jane Street
New York
|
-$49.4M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$20.3M |
IWR Hedge Fund Activity: Q3 2017 in Review
572 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2017, worth a combined $10.9B — up 0.01% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IWR positions and 30 closed out — a net gain of 4 holders — while 211 added to existing stakes and 192 trimmed.
The largest buyer was Bank of America, adding an estimated $116M. The largest seller was JP Morgan Chase, cutting an estimated $262M.
- 572 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2017, down from 573 in Q2 2017.
- Funds reported $10.9B of iShares Russell Mid-Cap ETF stock for Q3 2017, up 0.01% quarter-over-quarter.
- 34 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2017 and 30 closed out, a net change of +4 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2017 was Bank of America, an estimated $116M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2017 was JP Morgan Chase, an estimated $262M sold.
Based on aggregated 13F filings for Q3 2017.