iShares Russell Mid-Cap Value ETF
351 hedge funds and large institutions have $4.31B invested in iShares Russell Mid-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 22 closing their positions.
241% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 22
39% more funds holding in top 10
Funds holding in top 10: 18 → 25 (+7)
15% more funds holding
Funds holding: 305 → 351 (+46)
5% more capital invested
Capital invested by funds: $4.09B → $4.31B (+$225M)
8% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 98
0.1% less ownership
Funds ownership: 62.36% → 62.26% (-0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$35.3M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$26.5M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$20.9M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$18.6M |
| 5 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
-$92.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$41.3M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$20.9M |
| 4 |
Goldman Sachs
New York
|
-$20.2M |
| 5 |
AssetMark Inc
Concord,
California
|
-$13.3M |
IWS Hedge Fund Activity: Q4 2014 in Review
351 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2014, worth a combined $4.31B — up 5.5% from $4.09B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new IWS positions and 22 closed out — a net gain of 53 holders — while 106 added to existing stakes and 98 trimmed.
The largest buyer was Wells Fargo, adding an estimated $35.3M. The largest seller was Churchill Management, exiting entirely with an estimated $92.2M sold.
- 351 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2014, up from 305 in Q3 2014.
- Funds reported $4.31B of iShares Russell Mid-Cap Value ETF stock for Q4 2014, up 5.5% quarter-over-quarter.
- 75 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2014 and 22 closed out, a net change of +53 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2014 was Wells Fargo, an estimated $35.3M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q4 2014 was Churchill Management, an estimated $92.2M sold.
Based on aggregated 13F filings for Q4 2014.