iShares Russell Mid-Cap ETF
398 hedge funds and large institutions have $6.34B invested in iShares Russell Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 23 closing their positions.
2,470% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $619K
65% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 23
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
6% more capital invested
Capital invested by funds: $5.98B → $6.34B (+$360M)
3% more funds holding
Funds holding: 386 → 398 (+12)
3% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 129
1.01% less ownership
Funds ownership: 256.58% → 255.57% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$45.5M |
| 2 |
JP Morgan Chase
New York
|
+$42.2M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$24.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$21.2M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$39.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$28.4M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$10.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.25M |
| 5 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$7.08M |
IWR Hedge Fund Activity: Q1 2014 in Review
398 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2014, worth a combined $6.34B — up 6% from $5.98B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IWR positions and 23 closed out — a net gain of 15 holders — while 133 added to existing stakes and 129 trimmed.
The largest buyer was Bank of America, adding an estimated $45.5M. The largest seller was Fairpointe Capital, exiting entirely with an estimated $39.9M sold.
- 398 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2014, up from 386 in Q4 2013.
- Funds reported $6.34B of iShares Russell Mid-Cap ETF stock for Q1 2014, up 6% quarter-over-quarter.
- 38 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2014 and 23 closed out, a net change of +15 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2014 was Bank of America, an estimated $45.5M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2014 was Fairpointe Capital, an estimated $39.9M sold.
Based on aggregated 13F filings for Q1 2014.