iShares Russell Mid-Cap Value ETF
782 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 174 reducing their positions, and 34 closing their positions.
1,289% more call options, than puts
Call options by funds: $2.89M | Put options by funds: $208K
362% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 34
57% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 174
17% more funds holding
Funds holding: 670 → 782 (+112)
17% more capital invested
Capital invested by funds: $10.5B → $12.2B (+$1.73B)
11% more funds holding in top 10
Funds holding in top 10: 35 → 39 (+4)
3.93% more ownership
Funds ownership: 75.5% → 79.43% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$393M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$99.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$65.1M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$45.8M |
| 5 |
Morgan Stanley
New York
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$62.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$46.2M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$23.6M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$8.06M |
| 5 |
RWG
Regal Wealth Group
Seal Beach,
California
|
-$6.15M |
IWS Hedge Fund Activity: Q4 2021 in Review
782 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2021, worth a combined $12.2B — up 17% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new IWS positions and 34 closed out — a net gain of 123 holders — while 274 added to existing stakes and 174 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $393M. The largest seller was TIAA FSB, cutting an estimated $62.2M.
- 782 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2021, up from 670 in Q3 2021.
- Funds reported $12.2B of iShares Russell Mid-Cap Value ETF stock for Q4 2021, up 17% quarter-over-quarter.
- 157 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2021 and 34 closed out, a net change of +123 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2021 was UBS AM, an estimated $393M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q4 2021 was TIAA FSB, an estimated $62.2M sold.
Based on aggregated 13F filings for Q4 2021.