iShares Russell Mid-Cap Value ETF
831 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 261 increasing their positions, 258 reducing their positions, and 32 closing their positions.
12,919% more call options, than puts
Call options by funds: $5.47M | Put options by funds: $42K
316% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 32
12% more funds holding
Funds holding: 743 → 831 (+88)
9% more capital invested
Capital invested by funds: $9.7B → $10.6B (+$872M)
3% more funds holding in top 10
Funds holding in top 10: 35 → 36 (+1)
1% more repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 258
0.77% less ownership
Funds ownership: 81.96% → 81.19% (-0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$26.5M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$14.5M |
| 3 |
GG
GenWealth Group
Maplewood,
New Jersey
|
+$13.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.5M |
| 5 |
LI
Leeward Investments
Boston,
Massachusetts
|
+$8.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$109M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$79.8M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$46.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$20M |
| 5 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$18.5M |
IWS Hedge Fund Activity: Q4 2022 in Review
831 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2022, worth a combined $10.6B — up 9% from $9.7B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new IWS positions and 32 closed out — a net gain of 101 holders — while 261 added to existing stakes and 258 trimmed.
The largest buyer was Wells Fargo, adding an estimated $26.5M. The largest seller was Morgan Stanley, cutting an estimated $109M.
- 831 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2022, up from 743 in Q3 2022.
- Funds reported $10.6B of iShares Russell Mid-Cap Value ETF stock for Q4 2022, up 9% quarter-over-quarter.
- 133 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2022 and 32 closed out, a net change of +101 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2022 was Wells Fargo, an estimated $26.5M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q4 2022 was Morgan Stanley, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2022.