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.
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: 493 → 503 (+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: 30 → 27 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$146M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$52.4M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$26.6M |
| 4 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$19.6M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$28.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.1M |
| 3 |
AssetMark Inc
Concord,
California
|
-$21.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.2M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$10.4M |
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.