iShares Russell Mid-Cap ETF
497 hedge funds and large institutions have $8.94B invested in iShares Russell Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 168 increasing their positions, 178 reducing their positions, and 18 closing their positions.
104% more call options, than puts
Call options by funds: $11.1M | Put options by funds: $5.45M
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
6% more capital invested
Capital invested by funds: $8.4B → $8.94B (+$544M)
6% more funds holding in top 10
Funds holding in top 10: 32 → 34 (+2)
1.48% more ownership
Funds ownership: 268.16% → 269.63% (+1.5%)
1% more funds holding
Funds holding: 492 → 497 (+5)
6% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 178
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$75.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$70.9M |
| 3 |
AssetMark Inc
Concord,
California
|
+$57.1M |
| 4 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$30.3M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$18.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$15M |
| 3 |
DT
Diversified Trust
Memphis,
Tennessee
|
-$13.8M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
-$9.02M |
| 5 |
DC
Deere & Company
Moline,
Illinois
|
-$7.99M |
IWR Hedge Fund Activity: Q3 2016 in Review
497 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2016, worth a combined $8.94B — up 6.5% from $8.4B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IWR positions and 18 closed out — a net gain of 12 holders — while 168 added to existing stakes and 178 trimmed.
The largest buyer was Huntington National Bank, opening a new position worth an estimated $75.5M. The largest seller was Janney Montgomery Scott, cutting an estimated $18.5M.
- 497 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2016, up from 492 in Q2 2016.
- Funds reported $8.94B of iShares Russell Mid-Cap ETF stock for Q3 2016, up 6.5% quarter-over-quarter.
- 30 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2016 and 18 closed out, a net change of +12 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2016 was Huntington National Bank, an estimated $75.5M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2016 was Janney Montgomery Scott, an estimated $18.5M sold.
Based on aggregated 13F filings for Q3 2016.