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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
GLA
126
Great Lakes Advisors
Illinois
$760K +$760K +13,117 New
TCM
127
Telos Capital Management
California
$749K +$749K +12,925 New
WTIM
128
Wilmington Trust Investment Management
Delaware
$747K +$748K +12,901 New
WB
129
WesBanco Bank
West Virginia
$743K +$742K +12,812 New
WT
130
Whittier Trust
California
$740K +$741K +12,785 New
RFC
131
Regions Financial Corp
Alabama
$726K +$727K +12,544 New
MCM
132
Maryland Capital Management
Maryland
$695K +$695K +12,000 New
Creative Planning
133
Creative Planning
Kansas
$685K +$685K +11,819 New
SCM
134
SOL Capital Management
Maryland
$669K +$669K +11,550 New
ICAS
135
Investors Capital Advisory Services
Massachusetts
$660K +$661K +11,407 New
CIC
136
Carnegie Investment Counsel
Ohio
$652K +$652K +11,254 New
NTCOC
137
Northern Trust Company of Connecticut
Connecticut
$645K +$646K +11,143 New
CTC
138
Central Trust Company
Missouri
$630K +$631K +10,881 New
CCMG
139
Clark Capital Management Group
Pennsylvania
$624K +$624K +10,765 New
HNB
140
Huntington National Bank
Ohio
$617K – – –
BRWA
141
B. Riley Wealth Advisors
Florida
$593K +$594K +10,243 New
FNT
142
First National Trust
Pennsylvania
$572K +$573K +9,883 New
ZF
143
Zhang Financial
Michigan
$569K +$570K +9,832 New
HighTower Advisors
144
HighTower Advisors
Illinois
$564K +$564K +9,739 New
FCI
145
Financial Counselors Inc
Kansas
$560K +$560K +9,660 New
Mariner
146
Mariner
Kansas
$540K +$540K +9,317 New
SC
147
SouthState Corp
Florida
$528K +$528K +9,115 New
AFC
148
AFT Forsyth & Company
Florida
$478K +$478K +8,255 New
CC
149
Courier Capital
New York
$473K +$473K +8,160 New
CDIA
150
Capital Directions Investment Advisors
Georgia
$464K +$464K +8,007 New
4 5
6
7 8

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.