iShares Russell Mid-Cap ETF
747 hedge funds and large institutions have $11.9B invested in iShares Russell Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 268 increasing their positions, 202 reducing their positions, and 55 closing their positions.
122% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 55
33% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 202
9% more funds holding
Funds holding: 687 → 747 (+60)
2% less funds holding in top 10
Funds holding in top 10: 47 → 46 (-1)
11% less capital invested
Capital invested by funds: $13.4B → $11.9B (-$1.52B)
18% less call options, than puts
Call options by funds: $953K | Put options by funds: $1.17M
204.93% less ownership
Funds ownership: 277.56% → 72.63% (-205%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$247M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$152M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$112M |
| 4 |
Bank of New York Mellon
New York
|
+$97.9M |
| 5 |
V
Veritable
Wilmington,
Delaware
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$92.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.7M |
| 3 |
Goldman Sachs
New York
|
-$16.1M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$12.4M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$11.8M |
IWR Hedge Fund Activity: Q4 2018 in Review
747 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2018, worth a combined $11.9B — down 11% from $13.4B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new IWR positions and 55 closed out — a net gain of 67 holders — while 268 added to existing stakes and 202 trimmed.
The largest buyer was Bank of America, adding an estimated $247M. The largest seller was Fragasso Financial Advisors, cutting an estimated $92.5M.
- 747 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2018, up from 687 in Q3 2018.
- Funds reported $11.9B of iShares Russell Mid-Cap ETF stock for Q4 2018, down 11% quarter-over-quarter.
- 122 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2018 and 55 closed out, a net change of +67 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2018 was Bank of America, an estimated $247M added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2018 was Fragasso Financial Advisors, an estimated $92.5M sold.
Based on aggregated 13F filings for Q4 2018.