iShares Russell Mid-Cap Value ETF
784 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.
83% more call options, than puts
Call options by funds: $3M | Put options by funds: $1.64M
4% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 50
2% less funds holding
Funds holding: 798 → 784 (-14)
7% less capital invested
Capital invested by funds: $10.4B → $9.58B (-$776M)
21.03% less ownership
Funds ownership: 100.86% → 79.83% (-21%)
22% less funds holding in top 10
Funds holding in top 10: 32 → 25 (-7)
31% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 298
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$81.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$72.6M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$56.1M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$38.8M |
| 5 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
-$2.73B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$373M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$88.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$43.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$22.1M |
IWS Hedge Fund Activity: Q3 2023 in Review
784 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2023, worth a combined $9.58B — down 7.5% from $10.4B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of IWS and 48 opened new positions — a net loss of 2 holders — while 298 trimmed existing stakes and 207 added.
The largest buyer was American Century Companies, adding an estimated $81.4M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $2.73B sold.
- 784 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2023, down from 798 in Q2 2023.
- Funds reported $9.58B of iShares Russell Mid-Cap Value ETF stock for Q3 2023, down 7.5% quarter-over-quarter.
- 48 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2023 and 50 closed out, a net change of -2 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2023 was American Century Companies, an estimated $81.4M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $2.73B sold.
Based on aggregated 13F filings for Q3 2023.