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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
FB
201
Fulton Bank
Pennsylvania
$211K +$211K +3,649 New
BWFA
202
Baltimore-Washington Financial Advisors
Maryland
$207K +$207K +3,579 New
MBT
203
Monroe Bank & Trust
Michigan
$203K +$203K +3,500 New
TFA
204
Transamerica Financial Advisors
Florida
$178K +$177K +3,060 New
BIM
205
BlackRock Investment Management
Delaware
$159K +$159K +2,751 New
BGIM
206
Brandywine Global Investment Management
Pennsylvania
$125K +$124K +2,145 New
MFBTD
207
MB Financial Bank - Trust Department
Illinois
$125K +$125K +2,160 New
WF
208
WealthTrust Fairport
Ohio
$105K +$105K +1,816 New
GC
209
Guggenheim Capital
Illinois
$104K +$104K +1,790 New
NES
210
New England Securities
New York
$104K +$104K +1,803 New
Barclays
211
Barclays
United Kingdom
$95K +$94.9K +1,637 New
BAM
212
Barrett Asset Management
New York
$93K +$93K +1,605 New
PTC
213
Private Trust Company
Ohio
$82K +$81.7K +1,410 New
SFS
214
Signator Financial Services
Massachusetts
$82K +$81.7K +1,410 New
PP
215
Palladium Partners
Virginia
$80K +$80K +1,380 New
EFSCE
216
Enterprise Financial Services Corp (EFSC)
Missouri
$69K +$69.2K +1,194 New
DSC
217
Duncker Streett & Co
Missouri
$68K +$67.6K +1,166 New
FBT
218
Founders Bank & Trust
Michigan
$66K +$66.5K +1,148 New
T
219
Thomaspartners
Massachusetts
$65K +$64.7K +1,116 New
WA
220
WFG Advisors
Texas
$63K +$62.6K +1,081 New
MAA
221
Managed Account Advisors
New Jersey
$60K +$59.8K +1,032 New
MAS
222
Madden Advisory Services
Florida
$48K +$48.4K +835 New
PSI
223
Pinnacle Summer Investments
Virginia
$42K +$42.3K +730 New
MCM
224
Manchester Capital Management
Vermont
$38K +$38.1K +658 New
FANJ
225
Financial Architects (New Jersey)
New Jersey
$30K +$30.5K +526 New
6 7 8
9
10

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.