iShares Russell Mid-Cap Value ETF
795 hedge funds and large institutions have $9.83B invested in iShares Russell Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 232 increasing their positions, 297 reducing their positions, and 72 closing their positions.
51,264% more call options, than puts
Call options by funds: $5.65M | Put options by funds: $11K
1.58% less ownership
Funds ownership: 81.19% → 79.62% (-1.6%)
4% less funds holding
Funds holding: 831 → 795 (-36)
7% less capital invested
Capital invested by funds: $10.6B → $9.83B (-$749M)
11% less funds holding in top 10
Funds holding in top 10: 36 → 32 (-4)
22% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 297
26% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$165M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$54.1M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$23.2M |
| 4 |
Betterment LLC
New York
|
+$15.5M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$284M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$275M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$43.9M |
| 4 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$31.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$19.9M |
IWS Hedge Fund Activity: Q1 2023 in Review
795 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2023, worth a combined $9.83B — down 7.1% from $10.6B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of IWS and 53 opened new positions — a net loss of 19 holders — while 297 trimmed existing stakes and 232 added.
The largest buyer was American Century Companies, adding an estimated $165M. The largest seller was Envestnet Asset Management, cutting an estimated $284M.
- 795 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2023, down from 831 in Q4 2022.
- Funds reported $9.83B of iShares Russell Mid-Cap Value ETF stock for Q1 2023, down 7.1% quarter-over-quarter.
- 53 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2023 and 72 closed out, a net change of -19 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2023 was American Century Companies, an estimated $165M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $284M sold.
Based on aggregated 13F filings for Q1 2023.