iShares Russell Mid-Cap ETF
495 hedge funds and large institutions have $9.46B invested in iShares Russell Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 197 increasing their positions, 122 reducing their positions, and 22 closing their positions.
227% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 22
61% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 122
42% more call options, than puts
Call options by funds: $15.2M | Put options by funds: $10.7M
21% more funds holding in top 10
Funds holding in top 10: 33 → 40 (+7)
16.84% more ownership
Funds ownership: 276.28% → 293.13% (+17%)
14% more capital invested
Capital invested by funds: $8.3B → $9.46B (+$1.15B)
10% more funds holding
Funds holding: 448 → 495 (+47)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$256M |
| 2 |
LPL Financial
San Diego,
California
|
+$79.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$65.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$57.3M |
| 5 |
JP Morgan Chase
New York
|
+$41.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$36.3M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$32.7M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$14.7M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$8.65M |
| 5 |
DC
Deere & Company
Moline,
Illinois
|
-$7.99M |
IWR Hedge Fund Activity: Q4 2015 in Review
495 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2015, worth a combined $9.46B — up 14% from $8.3B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IWR positions and 22 closed out — a net gain of 50 holders — while 197 added to existing stakes and 122 trimmed.
The largest buyer was Credit Suisse, adding an estimated $256M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $36.3M sold.
- 495 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2015, up from 448 in Q3 2015.
- Funds reported $9.46B of iShares Russell Mid-Cap ETF stock for Q4 2015, up 14% quarter-over-quarter.
- 72 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2015 and 22 closed out, a net change of +50 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2015 was Credit Suisse, an estimated $256M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2015 was BNP Paribas Financial Markets, an estimated $36.3M sold.
Based on aggregated 13F filings for Q4 2015.