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iShares Russell Mid-Cap ETF
IWR

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
437
Holders Change
+43
Holders Change %
+10.91%
% of All Funds
11.65%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.83%
New
76
Increased
160
Reduced
115
Closed
24
Calls
$19.5M
Puts
$3.69M
Net Calls
+$15.8M
Net Calls Change
+$9.94M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$77.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$67.4M
3
Wells Fargo
Wells Fargo
California
+$59.2M
4
Northern Trust
Northern Trust
Illinois
+$43.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.5M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$20.9M
2
Citigroup
Citigroup
New York
-$16.6M
3
AssetMark Inc
AssetMark Inc
California
-$13.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.6M
5
ANTB
AMG National Trust Bank
Colorado
-$5.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
151
Weatherly Asset Management
California
$2.46M -$6.66K -164 -0.3%
FMWA
152
Forvis Mazars Wealth Advisors
Missouri
$2.41M +$1.4M +34,596 +149%
CFA
153
Cahill Financial Advisors
Minnesota
$2.38M +$50.3K +1,240 +2%
Stifel Financial
154
Stifel Financial
Missouri
$2.37M +$729K +17,956 +46%
ZIM
155
Zacks Investment Management
Illinois
$2.33M +$2.27M +55,824 New
SIC
156
Sigma Investment Counselors
Michigan
$2.33M -$59.6K -1,468 -3%
WB
157
Webster Bank
Connecticut
$2.32M -$1.78M -43,848 -44%
SCP
158
Seizert Capital Partners
Michigan
$2.3M +$2.23M +54,972 New
IH
159
IFC Holdings
Florida
$2.28M -$1.49M -36,648 -40%
BWM
160
Braver Wealth Management
Massachusetts
$2.26M +$47.9K +1,180 +2%
AP
161
Advisors Preferred
Maryland
$2.25M +$2.19M +53,888 New
AIG
162
American International Group
New York
$2.19M +$22.6K +556 +1%
GIM
163
Goelzer Investment Management
Indiana
$2.19M – – –
SI
164
SII Investments
Wisconsin
$2.14M -$2.45M -60,324 -54%
EC
165
Estate Counselors
Wisconsin
$2.02M – – –
BIM
166
Bridges Investment Management
Nebraska
$1.98M +$130K +3,192 +7%
ST
167
Sabal Trust
Florida
$1.97M – – –
SSB
168
Sandy Spring Bank
Maryland
$1.97M – – –
ANB
169
Amarillo National Bank
Texas
$1.95M +$6.5K +160 +0.3%
CM
170
Churchill Management
California
$1.87M -$14.8K -364 -0.8%
NEPWA
171
New England Private Wealth Advisors
Massachusetts
$1.86M +$495K +12,200 +38%
HI
172
Horizon Investments
North Carolina
$1.86M -$17.4K -428 -1%
Brown Advisory
173
Brown Advisory
Maryland
$1.85M +$270K +6,648 +18%
SBH
174
Segall Bryant & Hamill
Illinois
$1.84M +$128K +3,148 +8%
BP
175
Ballentine Partners
Massachusetts
$1.8M – – –
5 6
7
8 9

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.