iShares Russell Mid-Cap Value ETF
532 hedge funds and large institutions have $6.5B invested in iShares Russell Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 167 increasing their positions, 202 reducing their positions, and 128 closing their positions.
3,680% more call options, than puts
Call options by funds: $378K | Put options by funds: $10K
4.69% more ownership
Funds ownership: 74.88% → 79.57% (+4.7%)
14% less funds holding
Funds holding: 620 → 532 (-88)
17% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 202
27% less capital invested
Capital invested by funds: $8.91B → $6.5B (-$2.4B)
34% less funds holding in top 10
Funds holding in top 10: 38 → 25 (-13)
62% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 128
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$403M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$202M |
| 3 |
Betterment LLC
New York
|
+$170M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$166M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$308M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$47.5M |
| 3 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$42.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$30.8M |
| 5 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$28M |
IWS Hedge Fund Activity: Q1 2020 in Review
532 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2020, worth a combined $6.5B — down 27% from $8.91B a quarter earlier.
Sellers outnumbered buyers: 128 funds closed out of IWS and 49 opened new positions — a net loss of 79 holders — while 202 trimmed existing stakes and 167 added.
The largest buyer was Morgan Stanley, adding an estimated $403M. The largest seller was American Century Companies, cutting an estimated $308M.
- 532 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2020, down from 620 in Q4 2019.
- Funds reported $6.5B of iShares Russell Mid-Cap Value ETF stock for Q1 2020, down 27% quarter-over-quarter.
- 49 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2020 and 128 closed out, a net change of -79 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2020 was Morgan Stanley, an estimated $403M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q1 2020 was American Century Companies, an estimated $308M sold.
Based on aggregated 13F filings for Q1 2020.