iShares Russell Mid-Cap Value ETF

IWS

Market cap $15.6B

IWS Hedge Fund Activity: Q1 2020 in Review

532 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2020, worth a combined $6.5B — down 27% from $8.91B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of IWS and 49 opened new positions — a net loss of 79 holders — while 202 trimmed existing stakes and 167 added.

The largest buyer was Morgan Stanley, adding an estimated $403M. The largest seller was American Century Companies, cutting an estimated $308M.

• 532 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2020, down from 620 in Q4 2019.
• Funds reported $6.5B of iShares Russell Mid-Cap Value ETF stock for Q1 2020, down 27% quarter-over-quarter.
• 49 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2020 and 128 closed out, a net change of -79 holders.
• The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2020 was Morgan Stanley, an estimated $403M added.
• The largest iShares Russell Mid-Cap Value ETF seller in Q1 2020 was American Century Companies, an estimated $308M sold.

Based on aggregated 13F filings for Q1 2020.