iShares Russell Mid-Cap Value ETF
854 hedge funds and large institutions have $10B invested in iShares Russell Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 266 increasing their positions, 292 reducing their positions, and 47 closing their positions.
30% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 47
0% more funds holding
Funds holding: 852 → 854 (+2)
9% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 292
9.73% less ownership
Funds ownership: 80.48% → 70.75% (-9.7%)
10% less funds holding in top 10
Funds holding in top 10: 30 → 27 (-3)
12% less capital invested
Capital invested by funds: $11.4B → $10B (-$1.33B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$57.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$42.9M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$42.6M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$26.1M |
| 5 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$24.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$969M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$81.5M |
| 3 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$22.9M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$19.1M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$16.5M |
IWS Hedge Fund Activity: Q2 2024 in Review
854 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2024, worth a combined $10B — down 12% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IWS positions and 47 closed out — a net gain of 14 holders — while 266 added to existing stakes and 292 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $57.3M. The largest seller was TIAA Trust, National Association, cutting an estimated $969M.
- 854 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2024, up from 852 in Q1 2024.
- Funds reported $10B of iShares Russell Mid-Cap Value ETF stock for Q2 2024, down 12% quarter-over-quarter.
- 61 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2024 and 47 closed out, a net change of +14 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q2 2024 was Jones Financial Companies, an estimated $57.3M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q2 2024 was TIAA Trust, National Association, an estimated $969M sold.
Based on aggregated 13F filings for Q2 2024.