iShares Russell Mid-Cap Value ETF
538 hedge funds and large institutions have $7.47B invested in iShares Russell Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 199 reducing their positions, and 51 closing their positions.
6% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 51
3% more capital invested
Capital invested by funds: $7.26B → $7.47B (+$215M)
0.31% less ownership
Funds ownership: 77.02% → 76.72% (-0.31%)
1% less funds holding
Funds holding: 541 → 538 (-3)
7% less funds holding in top 10
Funds holding in top 10: 27 → 25 (-2)
11% less call options, than puts
Call options by funds: $825K | Put options by funds: $922K
26% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.8M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$24.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15M |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$96M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$70M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$39.1M |
| 4 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$32.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$22.4M |
IWS Hedge Fund Activity: Q3 2020 in Review
538 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2020, worth a combined $7.47B — up 3% from $7.26B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IWS positions and 51 closed out — a net gain of 3 holders — while 148 added to existing stakes and 199 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $25.8M. The largest seller was American Century Companies, cutting an estimated $96M.
- 538 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2020, down from 541 in Q2 2020.
- Funds reported $7.47B of iShares Russell Mid-Cap Value ETF stock for Q3 2020, up 3% quarter-over-quarter.
- 54 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2020 and 51 closed out, a net change of +3 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2020 was Fidelity Investments, an estimated $25.8M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q3 2020 was American Century Companies, an estimated $96M sold.
Based on aggregated 13F filings for Q3 2020.