We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

503 hedge funds and large institutions have $7.98B invested in iShares Russell Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 146 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

15% more call options, than puts

Call options by funds: $614K | Put options by funds: $533K

5% more capital invested

Capital invested by funds: $7.59B → $7.98B (+$382M)

2% more funds holding

Funds holding: 493503 (+10)

10% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 146

0.35% more ownership

Funds ownership: 70.06%70.4% (+0.35%)

10% less funds holding in top 10

Funds holding in top 10: 3027 (-3)

Holders
503
Holders Change
+10
Holders Change %
+2.03%
% of All Funds
11.5%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.62%
New
40
Increased
160
Reduced
146
Closed
27
Calls
$614K
Puts
$533K
Net Calls
+$81K
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
WP Advisors
California
$25K +$181 +2 +0.7%
FWM
452
Focused Wealth Management
New York
$24K
ML
453
McAdam LLC
Pennsylvania
$24K
CHP
454
Cable Hill Partners
Oregon
$23K -$1.54K -17 -6%
ACS
455
Archford Capital Strategies
Illinois
$23K
IFAM
456
Institutional & Family Asset Management
Colorado
$23K
TWA
457
TCI Wealth Advisors
Arizona
$21K -$23.2K -256 -52%
PG
458
Patten Group
Tennessee
$21K
SWP
459
Strategic Wealth Partners
Ohio
$18K
RE
460
RBC Europe
United Kingdom
$17.8K
FHB
461
First Hawaiian Bank
Hawaii
$17K +$16.8K +186 New
TDC
462
Thompson Davis & Co
Virginia
$16K
PMFA
463
Plante Moran Financial Advisors
Michigan
$15K
VIA
464
Vantage Investment Advisors
Pennsylvania
$15K
BWL
465
Bogart Wealth LLC
Virginia
$15K +$7.6K +84 +105%
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$10.2K +113 +198%
QAM
467
QCI Asset Management
New York
$15K +$14.7K +162 New
LNB
468
Ledyard National Bank
$14K
SFG
469
SevenBridge Financial Group
Pennsylvania
$14K
GI
470
Gradient Investments
Minnesota
$14K +$6.16K +68 +1,360%
BA
471
Ballew Advisors
Mississippi
$13K
FPS
472
Fieldpoint Private Securities
Connecticut
$13K
EWM
473
Endurance Wealth Management
Rhode Island
$12K
POIA
474
Pin Oak Investment Advisors
Texas
$12K
SIS
475
Sound Income Strategies
Florida
$12K

IWS Hedge Fund Activity: Q3 2018 in Review

503 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2018, worth a combined $7.98B — up 5% from $7.59B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IWS positions and 27 closed out — a net gain of 13 holders — while 160 added to existing stakes and 146 trimmed.

The largest buyer was American Century Companies, adding an estimated $146M. The largest seller was Level Four Advisory Services, cutting an estimated $28.2M.

  • 503 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2018, up from 493 in Q2 2018.
  • Funds reported $7.98B of iShares Russell Mid-Cap Value ETF stock for Q3 2018, up 5% quarter-over-quarter.
  • 40 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2018 and 27 closed out, a net change of +13 holders.
  • The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2018 was American Century Companies, an estimated $146M added.
  • The largest iShares Russell Mid-Cap Value ETF seller in Q3 2018 was Level Four Advisory Services, an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2018.