iShares Russell Mid-Cap Value ETF
630 hedge funds and large institutions have $9.28B invested in iShares Russell Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 30 closing their positions.
2,247% more call options, than puts
Call options by funds: $5.47M | Put options by funds: $233K
343% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 30
28% more funds holding in top 10
Funds holding in top 10: 25 → 32 (+7)
24% more capital invested
Capital invested by funds: $7.47B → $9.28B (+$1.81B)
17% more funds holding
Funds holding: 538 → 630 (+92)
2.39% more ownership
Funds ownership: 76.72% → 79.11% (+2.4%)
7% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$183M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$26.9M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$22.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$79.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$28.4M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$26.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.1M |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$11.7M |
IWS Hedge Fund Activity: Q4 2020 in Review
630 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2020, worth a combined $9.28B — up 24% from $7.47B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new IWS positions and 30 closed out — a net gain of 103 holders — while 186 added to existing stakes and 174 trimmed.
The largest buyer was TIAA FSB, adding an estimated $183M. The largest seller was Truist Financial, cutting an estimated $79.9M.
- 630 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2020, up from 538 in Q3 2020.
- Funds reported $9.28B of iShares Russell Mid-Cap Value ETF stock for Q4 2020, up 24% quarter-over-quarter.
- 133 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2020 and 30 closed out, a net change of +103 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2020 was TIAA FSB, an estimated $183M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q4 2020 was Truist Financial, an estimated $79.9M sold.
Based on aggregated 13F filings for Q4 2020.