iShares Russell Mid-Cap ETF
1,013 hedge funds and large institutions have $23B invested in iShares Russell Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 335 increasing their positions, 291 reducing their positions, and 52 closing their positions.
25% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 52
15% more repeat investments, than reductions
Existing positions increased: 335 | Existing positions reduced: 291
2% more funds holding in top 10
Funds holding in top 10: 61 → 62 (+1)
1.06% more ownership
Funds ownership: 77.99% → 79.06% (+1.1%)
3% more call options, than puts
Call options by funds: $8.99M | Put options by funds: $8.72M
0% more funds holding
Funds holding: 1,012 → 1,013 (+1)
1% less capital invested
Capital invested by funds: $23.1B → $23B (-$140M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$390M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$98.2M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$24.9M |
| 4 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
+$24.9M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$356M |
| 2 |
AssetMark Inc
Concord,
California
|
-$70.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$54.3M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$37.3M |
| 5 |
SV
Starboard Value
New York
|
-$37.2M |
IWR Hedge Fund Activity: Q3 2021 in Review
1,013 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2021, worth a combined $23B — down 0.6% from $23.1B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new IWR positions and 52 closed out — a net gain of 13 holders — while 335 added to existing stakes and 291 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $390M. The largest seller was Wells Fargo, cutting an estimated $356M.
- 1,013 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2021, up from 1,012 in Q2 2021.
- Funds reported $23B of iShares Russell Mid-Cap ETF stock for Q3 2021, down 0.6% quarter-over-quarter.
- 65 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2021 and 52 closed out, a net change of +13 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $390M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2021 was Wells Fargo, an estimated $356M sold.
Based on aggregated 13F filings for Q3 2021.