iShares Russell Mid-Cap ETF
574 hedge funds and large institutions have $10.9B invested in iShares Russell Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 197 increasing their positions, 196 reducing their positions, and 26 closing their positions.
511% more call options, than puts
Call options by funds: $16.6M | Put options by funds: $2.71M
54% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 26
4% more funds holding in top 10
Funds holding in top 10: 47 → 49 (+2)
1% more funds holding
Funds holding: 566 → 574 (+8)
1% more capital invested
Capital invested by funds: $10.8B → $10.9B (+$156M)
1% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 196
6.91% less ownership
Funds ownership: 278.68% → 271.77% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 2 |
LPL Financial
San Diego,
California
|
+$80M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$70.3M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$57.7M |
| 5 |
Jane Street
New York
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$667M |
| 2 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$81.6M |
| 3 |
GLI
Guardian Life Insurance
New York
|
-$39.3M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$16.8M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$13.5M |
IWR Hedge Fund Activity: Q2 2017 in Review
574 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2017, worth a combined $10.9B — up 1.4% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IWR positions and 26 closed out — a net gain of 14 holders — while 197 added to existing stakes and 196 trimmed.
The largest buyer was Bank of America, adding an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $667M.
- 574 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2017, up from 566 in Q1 2017.
- Funds reported $10.9B of iShares Russell Mid-Cap ETF stock for Q2 2017, up 1.4% quarter-over-quarter.
- 40 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2017 and 26 closed out, a net change of +14 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q2 2017 was Bank of America, an estimated $104M added.
- The largest iShares Russell Mid-Cap ETF seller in Q2 2017 was JP Morgan Chase, an estimated $667M sold.
Based on aggregated 13F filings for Q2 2017.