iShares Russell Mid-Cap ETF
656 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 190 increasing their positions, 222 reducing their positions, and 22 closing their positions.
858% more call options, than puts
Call options by funds: $9.6M | Put options by funds: $999K
414% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 22
89% more capital inflows, than outflows
Capital inflows: $451M | Capital outflows: $238M
14% more funds holding
Funds holding: 573 → 656 (+83)
0.53% less ownership
Funds ownership: 69% → 68.47% (-0.53%)
6% less funds holding in top 10
Funds holding in top 10: 48 → 45 (-3)
14% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 222
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$193M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$30.7M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
+$12.1M |
| 4 |
Jane Street
New York
|
+$11.6M |
| 5 |
Natixis
Paris,
France
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Veritable
Wilmington,
Delaware
|
-$29.1M |
| 2 |
HL Financial Services
Louisville,
Kentucky
|
-$26.2M |
| 3 |
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
-$19.2M |
| 4 |
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$11.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.4M |
IWR Hedge Fund Activity: Q4 2017 in Review
656 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2017, worth a combined $11.7B — up 7.4% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new IWR positions and 22 closed out — a net gain of 91 holders — while 190 added to existing stakes and 222 trimmed.
The largest buyer was Bank of America, adding an estimated $193M. The largest seller was Veritable, cutting an estimated $29.1M.
- 656 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2017, up from 573 in Q3 2017.
- Funds reported $11.7B of iShares Russell Mid-Cap ETF stock for Q4 2017, up 7.4% quarter-over-quarter.
- 113 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2017 and 22 closed out, a net change of +91 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2017 was Bank of America, an estimated $193M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2017 was Veritable, an estimated $29.1M sold.
Based on aggregated 13F filings for Q4 2017.