iShares Russell Mid-Cap ETF
449 hedge funds and large institutions have $8.95B invested in iShares Russell Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 159 increasing their positions, 133 reducing their positions, and 28 closing their positions.
205% more call options, than puts
Call options by funds: $2.86M | Put options by funds: $937K
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
20% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 133
2% more capital invested
Capital invested by funds: $8.78B → $8.95B (+$165M)
0% more funds holding
Funds holding: 448 → 449 (+1)
1.02% less ownership
Funds ownership: 279.16% → 278.14% (-1%)
5% less funds holding in top 10
Funds holding in top 10: 37 → 35 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$159M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$58.5M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$51M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$33.4M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$43.4M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$29.9M |
| 3 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$21.8M |
| 4 |
FBFS
First Business Financial Services
Madison,
Wisconsin
|
-$17.7M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$12.6M |
IWR Hedge Fund Activity: Q2 2015 in Review
449 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2015, worth a combined $8.95B — up 1.9% from $8.78B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IWR positions and 28 closed out — a net gain of 7 holders — while 159 added to existing stakes and 133 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $159M. The largest seller was SG Americas Securities, exiting entirely with an estimated $43.4M sold.
- 449 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2015, up from 448 in Q1 2015.
- Funds reported $8.95B of iShares Russell Mid-Cap ETF stock for Q2 2015, up 1.9% quarter-over-quarter.
- 35 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2015 and 28 closed out, a net change of +7 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q2 2015 was JP Morgan Chase, an estimated $159M added.
- The largest iShares Russell Mid-Cap ETF seller in Q2 2015 was SG Americas Securities, an estimated $43.4M sold.
Based on aggregated 13F filings for Q2 2015.