iShares Russell Mid-Cap Value ETF
432 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 120 reducing their positions, and 29 closing their positions.
176% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 29
20% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 120
15% more funds holding in top 10
Funds holding in top 10: 27 → 31 (+4)
13% more funds holding
Funds holding: 384 → 432 (+48)
11% more capital invested
Capital invested by funds: $5.28B → $5.89B (+$603M)
0.15% more ownership
Funds ownership: 64.44% → 64.6% (+0.15%)
37% less call options, than puts
Call options by funds: $5.35M | Put options by funds: $8.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$55.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$55M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$48.5M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$31.8M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$11.4M |
| 2 |
GAMA
Graticule Asia Macro Advisors
New York
|
-$9.98M |
| 3 |
AssetMark Inc
Concord,
California
|
-$9.74M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.21M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.99M |
IWS Hedge Fund Activity: Q4 2016 in Review
432 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2016, worth a combined $5.89B — up 11% from $5.28B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IWS positions and 29 closed out — a net gain of 51 holders — while 144 added to existing stakes and 120 trimmed.
The largest buyer was TIAA CREF Trust, adding an estimated $55.8M. The largest seller was Goldman Sachs, cutting an estimated $11.4M.
- 432 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2016, up from 384 in Q3 2016.
- Funds reported $5.89B of iShares Russell Mid-Cap Value ETF stock for Q4 2016, up 11% quarter-over-quarter.
- 80 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2016 and 29 closed out, a net change of +51 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2016 was TIAA CREF Trust, an estimated $55.8M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q4 2016 was Goldman Sachs, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2016.