iShares Russell Mid-Cap Value ETF
852 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 247 increasing their positions, 320 reducing their positions, and 56 closing their positions.
2,461% more call options, than puts
Call options by funds: $7.07M | Put options by funds: $276K
16% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 56
0% less funds holding
Funds holding: 853 → 852 (-1)
1% less capital invested
Capital invested by funds: $11.5B → $11.4B (-$102M)
3% less funds holding in top 10
Funds holding in top 10: 31 → 30 (-1)
6.11% less ownership
Funds ownership: 86.59% → 80.48% (-6.1%)
23% less repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 320
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$108M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$101M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$35.2M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$30.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$945M |
| 2 |
SC
Sasco Capital
Fairfield,
Connecticut
|
-$36.5M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$35.2M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$28M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$25.7M |
IWS Hedge Fund Activity: Q1 2024 in Review
852 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2024, worth a combined $11.4B — down 0.89% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new IWS positions and 56 closed out — a net gain of 9 holders — while 247 added to existing stakes and 320 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $108M. The largest seller was Morgan Stanley, cutting an estimated $945M.
- 852 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2024, down from 853 in Q4 2023.
- Funds reported $11.4B of iShares Russell Mid-Cap Value ETF stock for Q1 2024, down 0.89% quarter-over-quarter.
- 65 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2024 and 56 closed out, a net change of +9 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2024 was Envestnet Portfolio Solutions, an estimated $108M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $945M sold.
Based on aggregated 13F filings for Q1 2024.