iShares Russell Mid-Cap Value ETF
656 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 46 closing their positions.
252% more call options, than puts
Call options by funds: $2M | Put options by funds: $568K
70% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 46
9% more capital invested
Capital invested by funds: $9.28B → $10.2B (+$868M)
4% more funds holding
Funds holding: 630 → 656 (+26)
1.35% less ownership
Funds ownership: 79.11% → 77.76% (-1.4%)
3% less funds holding in top 10
Funds holding in top 10: 32 → 31 (-1)
21% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 232
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$53.2M |
| 2 |
Morgan Stanley
New York
|
+$40.9M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$40.1M |
| 4 |
AFIMH
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
+$38.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$174M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$91.2M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$67.6M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$56.6M |
| 5 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$20.3M |
IWS Hedge Fund Activity: Q1 2021 in Review
656 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2021, worth a combined $10.2B — up 9.3% from $9.28B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new IWS positions and 46 closed out — a net gain of 32 holders — while 183 added to existing stakes and 232 trimmed.
The largest buyer was Barclays, adding an estimated $53.2M. The largest seller was American Century Companies, cutting an estimated $174M.
- 656 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2021, up from 630 in Q4 2020.
- Funds reported $10.2B of iShares Russell Mid-Cap Value ETF stock for Q1 2021, up 9.3% quarter-over-quarter.
- 78 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2021 and 46 closed out, a net change of +32 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2021 was Barclays, an estimated $53.2M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q1 2021 was American Century Companies, an estimated $174M sold.
Based on aggregated 13F filings for Q1 2021.