iShares Russell Mid-Cap ETF
394 hedge funds and large institutions have $7.02B invested in iShares Russell Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 142 increasing their positions, 120 reducing their positions, and 23 closing their positions.
564% more call options, than puts
Call options by funds: $6.94M | Put options by funds: $1.04M
20.75% more ownership
Funds ownership: 253.82% → 274.57% (+21%)
18% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 120
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
3% more capital invested
Capital invested by funds: $6.8B → $7.02B (+$223M)
0% more funds holding
Funds holding: 394 → 394 (0)
13% less funds holding in top 10
Funds holding in top 10: 31 → 27 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$206M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$73.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$59.8M |
| 4 |
SG Americas Securities
New York
|
+$42.7M |
| 5 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$26.7M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$25.1M |
| 3 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$12M |
| 4 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
-$5.84M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$5.23M |
IWR Hedge Fund Activity: Q3 2014 in Review
394 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2014, worth a combined $7.02B — up 3.3% from $6.8B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IWR positions and 23 closed out — a net gain of 4 holders — while 142 added to existing stakes and 120 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $206M. The largest seller was UBS, cutting an estimated $26.7M.
- 394 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $7.02B of iShares Russell Mid-Cap ETF stock for Q3 2014, up 3.3% quarter-over-quarter.
- 27 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2014 and 23 closed out, a net change of +4 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2014 was PNC Financial Services Group, an estimated $206M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2014 was UBS, an estimated $26.7M sold.
Based on aggregated 13F filings for Q3 2014.