iShares Russell Mid-Cap ETF
687 hedge funds and large institutions have $13.4B invested in iShares Russell Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 221 increasing their positions, 218 reducing their positions, and 31 closing their positions.
382% more call options, than puts
Call options by funds: $7.01M | Put options by funds: $1.46M
77% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 31
45% more capital inflows, than outflows
Capital inflows: $401M | Capital outflows: $277M
3% more funds holding
Funds holding: 669 → 687 (+18)
2% more funds holding in top 10
Funds holding in top 10: 47 → 48 (+1)
1% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 218
0.3% less ownership
Funds ownership: 69.05% → 68.75% (-0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$103M |
| 2 |
Steward Partners Investment Advisory
New York
|
+$21.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.5M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$19M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$46.1M |
| 2 |
Suntrust Banks
Atlanta,
Georgia
|
-$38.5M |
| 3 |
Credit Suisse
Zurich,
Switzerland
|
-$21.7M |
| 4 |
Catalyst Capital Advisors
Huntington,
New York
|
-$19.6M |
| 5 |
Millburn Ridgefield Corp
New York
|
-$19.6M |
IWR Hedge Fund Activity: Q3 2018 in Review
687 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2018, worth a combined $13.4B — up 10% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new IWR positions and 31 closed out — a net gain of 24 holders — while 221 added to existing stakes and 218 trimmed.
The largest buyer was Bank of America, adding an estimated $103M. The largest seller was Fiduciary Trust International of Pennsylvania, exiting entirely with an estimated $46.1M sold.
- 687 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2018, up from 669 in Q2 2018.
- Funds reported $13.4B of iShares Russell Mid-Cap ETF stock for Q3 2018, up 10% quarter-over-quarter.
- 55 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2018 and 31 closed out, a net change of +24 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2018 was Bank of America, an estimated $103M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2018 was Fiduciary Trust International of Pennsylvania, an estimated $46.1M sold.
Based on aggregated 13F filings for Q3 2018.