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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
V
76
Veritable
Delaware
$3.19M +$3.19M +55,034 New
SCM
77
Steward Capital Management
Michigan
$3.02M +$3.02M +52,135 New
HS
78
Huntington Steele
Pennsylvania
$2.96M +$2.96M +51,054 New
NCMW
79
Northern Capital Management (Wisconsin)
Wisconsin
$2.94M +$2.94M +50,774 New
1IA
80
1834 Investment Advisors
Wisconsin
$2.84M +$2.84M +48,990 New
AT
81
Arden Trust
Delaware
$2.78M +$2.78M +48,006 New
SCM
82
Sterling Capital Management
North Carolina
$2.44M +$2.44M +42,150 New
FA
83
FCG Advisors
New Jersey
$2.34M +$2.34M +40,453 New
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$2.33M +$2.33M +40,176 New
FBNAT
85
FirstMerit Bank N.A. Trustee
Ohio
$2.25M +$2.25M +38,839 New
TAIM
86
TD Ameritrade Investment Management
Nebraska
$2.17M +$2.17M +37,532 New
CS
87
Credit Suisse
Switzerland
$2.12M +$2.12M +36,598 New
WTC
88
WhitTier Trust Company
Nevada
$2.09M +$2.09M +36,075 New
TH
89
Timber Hill
Connecticut
$1.98M +$1.98M +34,206 New
MWM
90
Merriman Wealth Management
Washington
$1.88M +$1.88M +32,446 New
PI
91
Placemark Investments
Illinois
$1.85M +$1.85M +32,004 New
CFS
92
Community Financial System
New York
$1.82M +$1.82M +31,430 New
PFBT
93
Parkside Financial Bank & Trust
Missouri
$1.77M +$1.77M +30,600 New
I2I
94
Insight 2811 Inc
Illinois
$1.7M +$1.71M +29,427 New
WSFS
95
Wilmington Savings Fund Society
Delaware
$1.7M +$1.7M +29,404 New
Natixis Advisors
96
Natixis Advisors
Massachusetts
$1.6M +$1.61M +27,704 New
GHC
97
GETCO Holding Company
Illinois
$1.54M +$1.54M +26,543 New
STMM
98
South Texas Money Management
Texas
$1.52M +$1.52M +26,301 New
BJL
99
Brighton Jones LLC
Washington
$1.49M +$1.49M +25,667 New
Citigroup
100
Citigroup
New York
$1.47M +$1.47M +25,451 New
2 3
4
5 6

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.