iShares Russell Mid-Cap Value ETF
436 hedge funds and large institutions have $6.38B invested in iShares Russell Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 147 reducing their positions, and 32 closing their positions.
16% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 32
2.33% more ownership
Funds ownership: 64.37% → 66.7% (+2.3%)
4% more capital invested
Capital invested by funds: $6.15B → $6.38B (+$233M)
0% less funds holding
Funds holding: 437 → 436 (-1)
9% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 147
18% less funds holding in top 10
Funds holding in top 10: 33 → 27 (-6)
26% less call options, than puts
Call options by funds: $1.02M | Put options by funds: $1.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$95.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$64.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$40M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$31.4M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$46.6M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$28.2M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$14.6M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$14.3M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
-$12.6M |
IWS Hedge Fund Activity: Q2 2017 in Review
436 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2017, worth a combined $6.38B — up 3.8% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IWS positions and 32 closed out — a net gain of 5 holders — while 134 added to existing stakes and 147 trimmed.
The largest buyer was Ameriprise, adding an estimated $95.6M. The largest seller was JP Morgan Chase, cutting an estimated $46.6M.
- 436 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2017, down from 437 in Q1 2017.
- Funds reported $6.38B of iShares Russell Mid-Cap Value ETF stock for Q2 2017, up 3.8% quarter-over-quarter.
- 37 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2017 and 32 closed out, a net change of +5 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q2 2017 was Ameriprise, an estimated $95.6M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q2 2017 was JP Morgan Chase, an estimated $46.6M sold.
Based on aggregated 13F filings for Q2 2017.