iShares Russell Mid-Cap ETF
IWR
477 hedge funds and large institutions have $8.35B invested in iShares Russell Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 196 reducing their positions, and 44 closing their positions.
71% more call options, than puts
Call options by funds: $13.1M | Put options by funds: $7.66M
4% less funds holding
Funds holding: 495 → 477 (-18)
10% less funds holding in top 10
Funds holding in top 10: 40 → 36 (-4)
12% less capital invested
Capital invested by funds: $9.46B → $8.35B (-$1.11B)
18.83% less ownership
Funds ownership: 293.13% → 274.3% (-19%)
27% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 196
27% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$29.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$19.1M |
| 3 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
+$15.4M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$15M |
| 5 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
+$8.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
-$299M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$263M |
| 3 |
JP Morgan Chase
New York
|
-$227M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$110M |
| 5 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$77.6M |
IWR Hedge Fund Activity: Q1 2016 in Review
477 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2016, worth a combined $8.35B — down 12% from $9.46B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of IWR and 32 opened new positions — a net loss of 12 holders — while 196 trimmed existing stakes and 143 added.
The largest buyer was US Bancorp, adding an estimated $29.1M. The largest seller was TIAA CREF Trust, cutting an estimated $299M.
- 477 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2016, down from 495 in Q4 2015.
- Funds reported $8.35B of iShares Russell Mid-Cap ETF stock for Q1 2016, down 12% quarter-over-quarter.
- 32 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2016 and 44 closed out, a net change of -12 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2016 was US Bancorp, an estimated $29.1M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2016 was TIAA CREF Trust, an estimated $299M sold.
Based on aggregated 13F filings for Q1 2016.