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iShares Russell Mid-Cap Value ETF
IWS

246 hedge funds and large institutions have $3.35B invested in iShares Russell Mid-Cap Value ETF in 2013 Q2 according to their latest regulatory filings, with 246 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.37% more ownership

Funds ownership: 0% → 64.37% (+64%)

63% less call options, than puts

Call options by funds: $579K | Put options by funds: $1.56M

Holders
246
Holders Change
+246
Holders Change %
–
% of All Funds
8.03%
Holding in Top 10
20
Holding in Top 10 Change
+20
Holding in Top 10 Change %
% of All Funds
0.65%
New
246
Increased
–
Reduced
–
Closed
–
Calls
$579K
Puts
$1.56M
Net Calls
-$979K
Net Calls Change
-$979K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$26K +$26.3K +453 New
AWMS
227
Advocacy Wealth Management Services
Georgia
$21K +$21.4K +369 New
TSWM
228
Triangle Securities Wealth Management
North Carolina
$20K +$20.3K +350 New
MAM
229
Meeder Asset Management
Ohio
$19K +$19.2K +331 New
MWP
230
MYCIO Wealth Partners
Pennsylvania
$16K +$16.2K +280 New
HRIA
231
Haberer Registered Investment Advisor
Ohio
$15K +$15.4K +266 New
JFA
232
JNBA Financial Advisors
Minnesota
$13K +$13.4K +231 New
PSUF
233
People's United Financial
Connecticut
$10K +$10.4K +180 New
FHB
234
First Hawaiian Bank
Hawaii
$9K +$8.52K +147 New
S
235
SignatureFD
Georgia
$9K +$8.69K +150 New
FHC
236
First Heartland Consultants
Missouri
$9K +$9.16K +158 New
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$9K +$9.21K +159 New
SPL
238
Smart Portfolios LLC
Washington
$7.61K +$7.59K +131 New
CP
239
Corbenic Partners
Pennsylvania
$7K +$6.95K +120 New
PAS
240
Partnervest Advisory Services
California
$6K +$5.74K +99 New
HCM
241
Horrell Capital Management
Arkansas
$6K +$6.26K +108 New
WOC
242
West Oak Capital
California
$5.79K +$5.79K +100 New
AA
243
AlphaMark Advisors
Kentucky
$5K +$5.21K +90 New
WCM
244
Windsor Capital Management
Arizona
$4K +$4.35K +75 New
AC
245
Alexandria Capital
Virginia
$3K +$2.78K +48 New
RFA
246
Reilly Financial Advisors
California
$2K +$1.85K +32 New
SMA
247
Simply Money Advisors
Ohio
$2K +$2.09K +36 New
DAC
248
Dividend Assets Capital
South Carolina
– +$232 +4 New
6 7 8 9
10

IWS Hedge Fund Activity: Q2 2013 in Review

246 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2013, worth a combined $3.35B.

Buyers outnumbered sellers: 246 funds opened new IWS positions and 0 closed out — a net gain of 246 holders — while 0 added to existing stakes and 0 trimmed.

  • 246 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.35B of iShares Russell Mid-Cap Value ETF stock for Q2 2013.
  • 246 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2013 and 0 closed out, a net change of +246 holders.

Based on aggregated 13F filings for Q2 2013.