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iShares Russell Mid-Cap Value ETF
IWS

246 hedge funds and large institutions have $3.35B invested in iShares Russell Mid-Cap Value ETF in 2013 Q2 according to their latest regulatory filings, with 246 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.37% more ownership

Funds ownership: 0% → 64.37% (+64%)

63% less call options, than puts

Call options by funds: $579K | Put options by funds: $1.56M

Holders
246
Holders Change
+246
Holders Change %
–
% of All Funds
8.03%
Holding in Top 10
20
Holding in Top 10 Change
+20
Holding in Top 10 Change %
% of All Funds
0.65%
New
246
Increased
–
Reduced
–
Closed
–
Calls
$579K
Puts
$1.56M
Net Calls
-$979K
Net Calls Change
-$979K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
26
Polaris Wealth Advisory Group
California
$31.2M +$31.2M +538,889 New
HSBC Holdings
27
HSBC Holdings
United Kingdom
$30.4M +$30.4M +524,243 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$29.9M +$29.8M +514,764 New
WT
29
Wilmington Trust
Delaware
$26M +$26.1M +449,669 New
SIM
30
Sigma Investment Management
Oregon
$23.5M +$23.5M +406,358 New
RIA
31
Rushmore Investment Advisors
Texas
$21M +$21M +362,237 New
DS
32
DRW Securities
Illinois
$19.6M +$19.6M +338,303 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$19.5M +$19.5M +336,903 New
BF
34
BOK Financial
Oklahoma
$17.3M +$17.3M +298,649 New
US Bancorp
35
US Bancorp
Minnesota
$16.2M +$16.2M +279,355 New
WTNA
36
Wilmington Trust National Association
Delaware
$14.1M +$14.1M +243,815 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$13.7M +$13.8M +237,311 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$13.7M +$13.7M +236,502 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$13.4M +$13.4M +231,712 New
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$13.4M +$13.4M +231,217 New
TRCT
41
Tower Research Capital (TRC)
New York
$12.6M +$12.6M +216,711 New
ANTB
42
AMG National Trust Bank
Colorado
$10.8M +$10.8M +187,084 New
JFG
43
JMG Financial Group
Illinois
$10.6M +$10.6M +183,575 New
QIM
44
Quest Investment Management
Oregon
$10.4M +$10.4M +179,705 New
MA
45
MUFG Americas
New York
$10.3M +$10.3M +178,281 New
JIC
46
Johnson Investment Counsel
Ohio
$9.65M +$9.65M +166,590 New
FMT
47
First Mercantile Trust
Tennessee
$9.42M +$9.42M +162,628 New
BPB
48
Badgley, Phelps & Bell
Washington
$8.83M +$8.84M +152,529 New
NFA
49
Nationwide Fund Advisors
Ohio
$8.79M +$8.8M +151,823 New
BFA
50
Beaumont Financial Advisors
Massachusetts
$7.72M +$7.73M +133,386 New
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IWS Hedge Fund Activity: Q2 2013 in Review

246 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2013, worth a combined $3.35B.

Buyers outnumbered sellers: 246 funds opened new IWS positions and 0 closed out — a net gain of 246 holders — while 0 added to existing stakes and 0 trimmed.

  • 246 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.35B of iShares Russell Mid-Cap Value ETF stock for Q2 2013.
  • 246 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2013 and 0 closed out, a net change of +246 holders.

Based on aggregated 13F filings for Q2 2013.