iShares Russell Mid-Cap Value ETF
294 hedge funds and large institutions have $3.54B invested in iShares Russell Mid-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 18 closing their positions.
111% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 18
6% more funds holding
Funds holding: 278 → 294 (+16)
2% more capital invested
Capital invested by funds: $3.46B → $3.54B (+$77.7M)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
1% less ownership
Funds ownership: 62.83% → 61.82% (-1%)
21% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 109
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$29.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$22.7M |
| 3 |
Morgan Stanley
New York
|
+$20.1M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$17.8M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$17.1M |
Top Sellers
IWS Hedge Fund Activity: Q1 2014 in Review
294 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2014, worth a combined $3.54B — up 2.2% from $3.46B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IWS positions and 18 closed out — a net gain of 20 holders — while 86 added to existing stakes and 109 trimmed.
The largest buyer was Wells Fargo, adding an estimated $29.5M. The largest seller was American Century Companies, cutting an estimated $116M.
- 294 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2014, up from 278 in Q4 2013.
- Funds reported $3.54B of iShares Russell Mid-Cap Value ETF stock for Q1 2014, up 2.2% quarter-over-quarter.
- 38 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2014 and 18 closed out, a net change of +20 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2014 was Wells Fargo, an estimated $29.5M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q1 2014 was American Century Companies, an estimated $116M sold.
Based on aggregated 13F filings for Q1 2014.