iShares Russell Mid-Cap Value ETF
757 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 237
3.27% more ownership
Funds ownership: 77.45% → 80.72% (+3.3%)
7% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 60
1% less funds holding
Funds holding: 762 → 757 (-5)
3% less funds holding in top 10
Funds holding in top 10: 33 → 32 (-1)
14% less capital invested
Capital invested by funds: $11.5B → $9.96B (-$1.59B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$334M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$295M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$78.9M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$43.7M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$405M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$278M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$39.5M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$27.5M |
| 5 |
GG
GenWealth Group
Maplewood,
New Jersey
|
-$17.2M |
IWS Hedge Fund Activity: Q2 2022 in Review
757 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2022, worth a combined $9.96B — down 14% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IWS positions and 60 closed out — a net gain of 4 holders — while 270 added to existing stakes and 237 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $334M. The largest seller was TIAA FSB, cutting an estimated $405M.
- 757 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2022, down from 762 in Q1 2022.
- Funds reported $9.96B of iShares Russell Mid-Cap Value ETF stock for Q2 2022, down 14% quarter-over-quarter.
- 64 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2022 and 60 closed out, a net change of +4 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $334M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q2 2022 was TIAA FSB, an estimated $405M sold.
Based on aggregated 13F filings for Q2 2022.