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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
JMPWA
101
JP Morgan Private Wealth Advisors
California
$1.47M +$1.47M +25,453 New
RIM
102
Regent Investment Management
Kentucky
$1.45M +$1.45M +24,950 New
Deutsche Bank
103
Deutsche Bank
Germany
$1.43M +$1.43M +24,708 New
FIMS
104
FBL Investment Management Services
Iowa
$1.41M +$1.41M +24,356 New
Prudential Financial
105
Prudential Financial
New Jersey
$1.39M +$1.39M +24,000 New
BCI
106
Brinker Capital Investments
Pennsylvania
$1.33M +$1.33M +23,000 New
WCM
107
Weatherstone Capital Management
Colorado
$1.3M +$1.29M +22,325 New
FUBT
108
First United Bank & Trust
Maryland
$1.28M +$1.28M +22,148 New
BUB
109
BBVA USA Bancshares
Texas
$1.22M +$1.22M +21,025 New
OC
110
Oppenheimer & Co
New York
$1.17M +$1.17M +20,151 New
LI
111
LMCG Investments
Massachusetts
$1.15M +$1.15M +19,820 New
GW
112
GW & Wade
Massachusetts
$1.1M +$1.1M +19,050 New
MFS
113
MSI Financial Services
Massachusetts
$1.05M +$1.05M +18,063 New
HCMT
114
Highland Capital Management (Tennessee)
Tennessee
$1.02M +$1.02M +17,682 New
NFG
115
Nadler Financial Group
Illinois
$1M +$1M +17,330 New
WI
116
Wedgewood Investors
Pennsylvania
$934K +$935K +16,133 New
Northern Trust
117
Northern Trust
Illinois
$881K +$881K +15,205 New
NSCM
118
New South Capital Management
Tennessee
$880K +$881K +15,200 New
FHC
119
First Horizon Corporation
Tennessee
$863K +$863K +14,894 New
PFA
120
Pure Financial Advisors
California
$860K +$860K +14,846 New
NG
121
NatWest Group
United Kingdom
$850K +$851K +14,678 New
UCFA
122
United Capital Financial Advisors
Texas
$816K +$816K +14,084 New
CBU
123
CIBC Bank USA
Illinois
$803K +$804K +13,866 New
KFS
124
KMS Financial Services
Washington
$802K +$802K +13,843 New
TNBTD
125
Trustmark National Bank Trust Department
Mississippi
$776K +$777K +13,400 New
3 4
5
6 7

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.