iShares Russell Mid-Cap ETF
837 hedge funds and large institutions have $16.3B invested in iShares Russell Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 337 reducing their positions, and 42 closing their positions.
836% more call options, than puts
Call options by funds: $25.7M | Put options by funds: $2.75M
29% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 42
15% more funds holding in top 10
Funds holding in top 10: 52 → 60 (+8)
7% more capital invested
Capital invested by funds: $15.2B → $16.3B (+$1.07B)
0.85% more ownership
Funds ownership: 77.78% → 78.62% (+0.85%)
0% more funds holding
Funds holding: 833 → 837 (+4)
34% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 337
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$66.5M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$41.8M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$35.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$19M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$37.1M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$22.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$16.4M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$13.5M |
IWR Hedge Fund Activity: Q3 2020 in Review
837 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2020, worth a combined $16.3B — up 7% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IWR positions and 42 closed out — a net gain of 12 holders — while 223 added to existing stakes and 337 trimmed.
The largest buyer was US Bancorp, adding an estimated $66.5M. The largest seller was Wells Fargo, cutting an estimated $37.1M.
- 837 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2020, up from 833 in Q2 2020.
- Funds reported $16.3B of iShares Russell Mid-Cap ETF stock for Q3 2020, up 7% quarter-over-quarter.
- 54 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2020 and 42 closed out, a net change of +12 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2020 was US Bancorp, an estimated $66.5M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2020 was Wells Fargo, an estimated $37.1M sold.
Based on aggregated 13F filings for Q3 2020.