iShares Russell Mid-Cap ETF
341 hedge funds and large institutions have $5.37B invested in iShares Russell Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 17 closing their positions.
100% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 17
22% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 103
15% more funds holding in top 10
Funds holding in top 10: 26 → 30 (+4)
11% more capital invested
Capital invested by funds: $4.83B → $5.37B (+$543M)
4% more funds holding
Funds holding: 327 → 341 (+14)
0.82% more ownership
Funds ownership: 253.17% → 253.99% (+0.82%)
10% less call options, than puts
Call options by funds: $85.9M | Put options by funds: $95.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$42.4M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$28.5M |
| 3 |
FC
Fairpointe Capital
Chicago,
Illinois
|
+$28.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$25M |
| 5 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$57.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.75M |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$8.68M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$7.72M |
| 5 |
FBNAT
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
-$6.48M |
IWR Hedge Fund Activity: Q3 2013 in Review
341 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2013, worth a combined $5.37B — up 11% from $4.83B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IWR positions and 17 closed out — a net gain of 17 holders — while 126 added to existing stakes and 103 trimmed.
The largest buyer was Bessemer Group, adding an estimated $42.4M. The largest seller was Fund Evaluation Group, cutting an estimated $57.4M.
- 341 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2013, up from 327 in Q2 2013.
- Funds reported $5.37B of iShares Russell Mid-Cap ETF stock for Q3 2013, up 11% quarter-over-quarter.
- 34 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2013 and 17 closed out, a net change of +17 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2013 was Bessemer Group, an estimated $42.4M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2013 was Fund Evaluation Group, an estimated $57.4M sold.
Based on aggregated 13F filings for Q3 2013.