iShares Russell Mid-Cap ETF
437 hedge funds and large institutions have $8.01B invested in iShares Russell Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 160 increasing their positions, 115 reducing their positions, and 24 closing their positions.
429% more call options, than puts
Call options by funds: $19.5M | Put options by funds: $3.69M
217% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 24
39% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 115
15% more funds holding in top 10
Funds holding in top 10: 27 → 31 (+4)
14% more capital invested
Capital invested by funds: $7.02B → $8.01B (+$987M)
11% more funds holding
Funds holding: 394 → 437 (+43)
1.64% more ownership
Funds ownership: 274.57% → 276.21% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$77.1M |
| 2 |
JP Morgan Chase
New York
|
+$67.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$59.2M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$43.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$20.9M |
| 2 |
Citigroup
New York
|
-$16.6M |
| 3 |
AssetMark Inc
Concord,
California
|
-$13.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.6M |
| 5 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
-$5.27M |
IWR Hedge Fund Activity: Q4 2014 in Review
437 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2014, worth a combined $8.01B — up 14% from $7.02B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new IWR positions and 24 closed out — a net gain of 52 holders — while 160 added to existing stakes and 115 trimmed.
The largest buyer was Bank of America, adding an estimated $77.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $20.9M.
- 437 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2014, up from 394 in Q3 2014.
- Funds reported $8.01B of iShares Russell Mid-Cap ETF stock for Q4 2014, up 14% quarter-over-quarter.
- 76 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2014 and 24 closed out, a net change of +52 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2014 was Bank of America, an estimated $77.1M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2014 was Beaumont Financial Advisors, an estimated $20.9M sold.
Based on aggregated 13F filings for Q4 2014.