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iShares Russell Mid-Cap Value ETF
IWS

246 hedge funds and large institutions have $3.35B invested in iShares Russell Mid-Cap Value ETF in 2013 Q2 according to their latest regulatory filings, with 246 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.37% more ownership

Funds ownership: 0% → 64.37% (+64%)

63% less call options, than puts

Call options by funds: $579K | Put options by funds: $1.56M

Holders
246
Holders Change
+246
Holders Change %
–
% of All Funds
8.03%
Holding in Top 10
20
Holding in Top 10 Change
+20
Holding in Top 10 Change %
% of All Funds
0.65%
New
246
Increased
–
Reduced
–
Closed
–
Calls
$579K
Puts
$1.56M
Net Calls
-$979K
Net Calls Change
-$979K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
51
Asset Management Group
Connecticut
$7.64M +$7.64M +131,869 New
GT
52
Glenmede Trust
Pennsylvania
$7.46M +$7.47M +128,893 New
Bank of New York Mellon
53
Bank of New York Mellon
New York
$7.12M +$7.12M +122,857 New
AIG
54
American International Group
New York
$6.89M +$6.89M +118,935 New
SWM
55
Strategic Wealth Management
Washington
$6.62M +$6.62M +114,269 New
RJA
56
Raymond James & Associates
Florida
$6.22M +$6.22M +107,358 New
B
57
Baird
Wisconsin
$5.83M +$5.84M +100,733 New
CNB
58
City National Bank
California
$5.74M +$5.74M +99,128 New
William Blair & Company
59
William Blair & Company
Illinois
$5.5M +$5.5M +94,919 New
Truist Financial
60
Truist Financial
North Carolina
$5.47M +$5.47M +94,448 New
Invesco
61
Invesco
Georgia
$5.29M +$5.29M +91,334 New
RC
62
Riversville Capital
Connecticut
$5M +$5M +86,303 New
SNC
63
Stifel Nicolaus & Co
Missouri
$4.84M +$4.84M +83,597 New
CAN
64
Cetera Advisor Networks
California
$4.76M +$4.76M +82,217 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$4.47M +$4.47M +77,159 New
Comerica Bank
66
Comerica Bank
Texas
$4.28M +$4.28M +73,892 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$4.19M +$4.2M +72,410 New
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$4.18M +$4.18M +72,097 New
MA
69
MCF Advisors
Kentucky
$4.07M +$3.43M +59,228 New
RJFSA
70
Raymond James Financial Services Advisors
Florida
$4.07M +$4.07M +70,256 New
GIM
71
Goelzer Investment Management
Indiana
$4.03M +$4.03M +69,509 New
FAAS
72
First Allied Advisory Services
California
$3.86M +$3.87M +66,781 New
AB
73
Atlas Brown
Kentucky
$3.78M +$3.78M +65,241 New
HFS
74
HL Financial Services
Kentucky
$3.57M +$3.58M +61,709 New
LFG
75
LifePlan Financial Group
Ohio
$3.42M +$3.42M +58,970 New
1 2
3
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IWS Hedge Fund Activity: Q2 2013 in Review

246 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2013, worth a combined $3.35B.

Buyers outnumbered sellers: 246 funds opened new IWS positions and 0 closed out — a net gain of 246 holders — while 0 added to existing stakes and 0 trimmed.

  • 246 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.35B of iShares Russell Mid-Cap Value ETF stock for Q2 2013.
  • 246 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2013 and 0 closed out, a net change of +246 holders.

Based on aggregated 13F filings for Q2 2013.