We are live on ! Find out more
IWS icon

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.

New
Increased
Maintained
Reduced
Closed

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: 630656 (+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: 3231 (-1)

21% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 232

Holders
656
Holders Change
+26
Holders Change %
+4.13%
% of All Funds
11.52%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.54%
New
78
Increased
183
Reduced
232
Closed
46
Calls
$2M
Puts
$568K
Net Calls
+$1.43M
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
551
Ten Capital Wealth Advisors
Washington
$64K -$1.46K -14 -2%
PO
552
Private Ocean
California
$59K
FFA
553
Founders Financial Alliance
North Carolina
$58K -$5.21K -50 -9%
BBPWM
554
Blue Bell Private Wealth Management
Pennsylvania
$55K +$21.4K +205 +68%
First Manhattan
555
First Manhattan
New York
$54K
RG
556
Retirement Group
California
$51K
SFC
557
SYM Financial Corp
Indiana
$50K -$1.88K -18 -4%
SCA
558
Stonebridge Capital Advisors
Minnesota
$50K +$47.3K +454 New
FF
559
FourThought Financial
Florida
$48K +$26.2K +252 +131%
SFP
560
Sterling Financial Planning
New Jersey
$47K
SIAP
561
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$47K
KTC
562
Kistler-Tiffany Companies
Pennsylvania
$47K +$9.79K +94 +28%
NSB
563
Norway Savings Bank
Maine
$46K
CFO
564
CVA Family Office
Colorado
$45K
LGWM
565
Litman Gregory Wealth Management
California
$45K
ACA
566
Aptus Capital Advisors
Alabama
$44K
MA
567
Montag & Associates
Georgia
$43K
SWA
568
SOA Wealth Advisors
New York
$42K +$40.7K +391 New
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$41K -$37.8K -363 -49%
PA
570
Perennial Advisors
New York
$40K +$38.1K +366 New
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$38K
ANBT
572
American National Bank & Trust
Texas
$36K
TFO
573
Tarbox Family Office
California
$36K
AF
574
Allworth Financial
California
$36K +$24.5K +235 +242%
BFO
575
Biltmore Family Office
North Carolina
$34K

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.