iShares Russell Mid-Cap ETF
1,136 hedge funds and large institutions have $25.3B invested in iShares Russell Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 414 increasing their positions, 282 reducing their positions, and 30 closing their positions.
883% more call options, than puts
Call options by funds: $15.4M | Put options by funds: $1.56M
467% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 30
47% more repeat investments, than reductions
Existing positions increased: 414 | Existing positions reduced: 282
12% more funds holding
Funds holding: 1,013 → 1,136 (+123)
10% more capital invested
Capital invested by funds: $23B → $25.3B (+$2.25B)
3% more funds holding in top 10
Funds holding in top 10: 62 → 64 (+2)
0.82% more ownership
Funds ownership: 79.06% → 79.88% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$284M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$85.9M |
| 3 |
Citigroup
New York
|
+$82M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$79M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$42.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$91.4M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$25.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$19.5M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$16.7M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$14.6M |
IWR Hedge Fund Activity: Q4 2021 in Review
1,136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2021, worth a combined $25.3B — up 9.8% from $23B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new IWR positions and 30 closed out — a net gain of 140 holders — while 414 added to existing stakes and 282 trimmed.
The largest buyer was Bank of America, adding an estimated $284M. The largest seller was Ameriprise, cutting an estimated $91.4M.
- 1,136 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2021, up from 1,013 in Q3 2021.
- Funds reported $25.3B of iShares Russell Mid-Cap ETF stock for Q4 2021, up 9.8% quarter-over-quarter.
- 170 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2021 and 30 closed out, a net change of +140 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2021 was Bank of America, an estimated $284M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2021 was Ameriprise, an estimated $91.4M sold.
Based on aggregated 13F filings for Q4 2021.