iShares Russell Mid-Cap Value ETF
743 hedge funds and large institutions have $9.7B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 219 increasing their positions, 273 reducing their positions, and 58 closing their positions.
205% more call options, than puts
Call options by funds: $1.2M | Put options by funds: $394K
9% more funds holding in top 10
Funds holding in top 10: 32 → 35 (+3)
1.24% more ownership
Funds ownership: 80.72% → 81.96% (+1.2%)
3% less capital invested
Capital invested by funds: $9.96B → $9.7B (-$257M)
7% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 58
2% less funds holding
Funds holding: 757 → 743 (-14)
20% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 273
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$232M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$103M |
| 3 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$94.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$35.9M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$73M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$30.5M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$28.9M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$25.6M |
| 5 |
AFIMH
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
-$19.8M |
IWS Hedge Fund Activity: Q3 2022 in Review
743 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2022, worth a combined $9.7B — down 2.6% from $9.96B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of IWS and 54 opened new positions — a net loss of 4 holders — while 273 trimmed existing stakes and 219 added.
The largest buyer was American Century Companies, opening a new position worth an estimated $232M. The largest seller was Victory Capital Management, cutting an estimated $73M.
- 743 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2022, down from 757 in Q2 2022.
- Funds reported $9.7B of iShares Russell Mid-Cap Value ETF stock for Q3 2022, down 2.6% quarter-over-quarter.
- 54 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2022 and 58 closed out, a net change of -4 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2022 was American Century Companies, an estimated $232M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q3 2022 was Victory Capital Management, an estimated $73M sold.
Based on aggregated 13F filings for Q3 2022.