iShares Russell Mid-Cap ETF
547 hedge funds and large institutions have $9.74B invested in iShares Russell Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 209 increasing their positions, 142 reducing their positions, and 24 closing their positions.
233% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 24
47% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 142
36% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $10M
32% more funds holding in top 10
Funds holding in top 10: 34 → 45 (+11)
10% more funds holding
Funds holding: 497 → 547 (+50)
9% more capital invested
Capital invested by funds: $8.94B → $9.74B (+$793M)
3.91% more ownership
Funds ownership: 269.63% → 273.54% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$69.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$65.8M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$33.3M |
| 4 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$25.9M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
-$13.5M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$11.7M |
| 3 |
JP Morgan Chase
New York
|
-$6.61M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.9M |
| 5 |
AssetMark Inc
Concord,
California
|
-$5.79M |
IWR Hedge Fund Activity: Q4 2016 in Review
547 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2016, worth a combined $9.74B — up 8.9% from $8.94B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IWR positions and 24 closed out — a net gain of 56 holders — while 209 added to existing stakes and 142 trimmed.
The largest buyer was Wells Fargo, adding an estimated $69.3M. The largest seller was TIAA CREF Trust, cutting an estimated $13.5M.
- 547 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2016, up from 497 in Q3 2016.
- Funds reported $9.74B of iShares Russell Mid-Cap ETF stock for Q4 2016, up 8.9% quarter-over-quarter.
- 80 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2016 and 24 closed out, a net change of +56 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2016 was Wells Fargo, an estimated $69.3M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2016 was TIAA CREF Trust, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2016.