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iShares Russell Mid-Cap ETF

757 hedge funds and large institutions have $13.5B invested in iShares Russell Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 237 increasing their positions, 282 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

15% more capital invested

Capital invested by funds: $11.8B → $13.5B (+$1.73B)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

1% more funds holding

Funds holding: 746757 (+11)

0.14% less ownership

Funds ownership: 72.63%72.49% (-0.14%)

11% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.94M

16% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 282

Holders
757
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
16.39%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.02%
New
71
Increased
237
Reduced
282
Closed
53
Calls
$1.72M
Puts
$1.94M
Net Calls
-$217K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.53B -$128M -2,467,275 -5%
Wells Fargo
2
Wells Fargo
California
$1.52B -$62.4M -1,204,372 -4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.01B -$7.98M -154,000 -0.8%
JP Morgan Chase
4
JP Morgan Chase
New York
$727M -$9.49M -183,096 -1%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$391M +$20.6M +396,864 +6%
TF
6
TIAA FSB
Florida
$381M +$11.1M +214,584 +3%
UBS Group
7
UBS Group
Switzerland
$366M -$3.74M -72,206 -1%
Northern Trust
8
Northern Trust
Illinois
$336M +$9.98M +192,734 +3%
US Bancorp
9
US Bancorp
Minnesota
$307M -$7.47M -144,119 -2%
Ameriprise
10
Ameriprise
Minnesota
$303M -$7.4M -142,853 -2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$283M +$14.5M +280,378 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$259M -$14.5M -280,099 -6%
Morgan Stanley
13
Morgan Stanley
New York
$215M -$10.3M -197,872 -5%
Goldman Sachs
14
Goldman Sachs
New York
$169M -$209K -4,039 -0.1%
ANTB
15
AMG National Trust Bank
Colorado
$169M +$10.5M +202,853 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$153M +$2.44M +47,004 +2%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$146M -$2.03M -39,185 -1%
AAS
18
Avantax Advisory Services
Texas
$144M +$123M +2,376,572 +837%
KeyBank National Association
19
KeyBank National Association
Ohio
$140M -$4.57M -88,291 -3%
SB
20
Suntrust Banks
Georgia
$128M +$8.22M +158,727 +7%
V
21
Veritable
Delaware
$123M -$36.1K -697 -0%
Truist Financial
22
Truist Financial
North Carolina
$116M +$5.8M +111,881 +5%
LPL Financial
23
LPL Financial
California
$105M +$817K +15,769 +0.8%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$99.6M -$1.67M -32,142 -2%
CCA
25
Catalyst Capital Advisors
New York
$91M -$4.79M -92,461 -5%

IWR Hedge Fund Activity: Q1 2019 in Review

757 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2019, worth a combined $13.5B — up 15% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWR positions and 53 closed out — a net gain of 18 holders — while 237 added to existing stakes and 282 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $123M. The largest seller was Bank of America, cutting an estimated $128M.

  • 757 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2019, up from 746 in Q4 2018.
  • Funds reported $13.5B of iShares Russell Mid-Cap ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 71 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2019 and 53 closed out, a net change of +18 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q1 2019 was Avantax Advisory Services, an estimated $123M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q1 2019 was Bank of America, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2019.