iShares Russell Mid-Cap ETF
395 hedge funds and large institutions have $6.8B invested in iShares Russell Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 148 increasing their positions, 132 reducing their positions, and 25 closing their positions.
1,086% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $880K
12% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 132
7% more capital invested
Capital invested by funds: $6.34B → $6.8B (+$461M)
0% more funds holding in top 10
Funds holding in top 10: 31 → 31 (0)
1% less funds holding
Funds holding: 398 → 395 (-3)
4% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 25
1.74% less ownership
Funds ownership: 255.57% → 253.83% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$61.4M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$31.4M |
| 3 |
CI
Conning Inc
Hartford,
Connecticut
|
+$23.4M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$23.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$22.3M |
| 2 |
Citigroup
New York
|
-$15.9M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$14.1M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$11M |
| 5 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
-$7.93M |
IWR Hedge Fund Activity: Q2 2014 in Review
395 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2014, worth a combined $6.8B — up 7.3% from $6.34B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of IWR and 24 opened new positions — a net loss of 1 holder — while 132 trimmed existing stakes and 148 added.
The largest buyer was Bank of America, adding an estimated $61.4M. The largest seller was Brookfield Corp, exiting entirely with an estimated $22.3M sold.
- 395 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2014, down from 398 in Q1 2014.
- Funds reported $6.8B of iShares Russell Mid-Cap ETF stock for Q2 2014, up 7.3% quarter-over-quarter.
- 24 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2014 and 25 closed out, a net change of -1 holder.
- The largest iShares Russell Mid-Cap ETF buyer in Q2 2014 was Bank of America, an estimated $61.4M added.
- The largest iShares Russell Mid-Cap ETF seller in Q2 2014 was Brookfield Corp, an estimated $22.3M sold.
Based on aggregated 13F filings for Q2 2014.