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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
TCT
1
TIAA CREF Trust
Missouri
$254M +$255M +4,393,439 New
CB
2
Commerce Bank
Missouri
$239M +$239M +4,130,741 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$219M +$219M +3,784,561 New
American Century Companies
4
American Century Companies
Missouri
$187M +$187M +3,233,519 New
Bank of America
5
Bank of America
North Carolina
$171M +$171M +2,948,350 New
Morgan Stanley
6
Morgan Stanley
New York
$171M +$171M +2,947,844 New
JA
7
JOYN Advisors
Georgia
$168M – – –
Wells Fargo
8
Wells Fargo
California
$152M +$153M +2,632,451 New
JP Morgan Chase
9
JP Morgan Chase
New York
$136M +$136M +2,344,834 New
CM
10
Churchill Management
California
$132M +$132M +2,283,232 New
Jones Financial Companies
11
Jones Financial Companies
Missouri
$119M +$119M +2,051,388 New
SI
12
Stephens Inc
Arkansas
$106M +$106M +1,822,670 New
Axa
13
Axa
France
$81.4M +$81.4M +1,404,575 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$76.6M +$76.7M +1,322,863 New
U
15
UBS
Switzerland
$60.3M +$60.3M +1,040,723 New
SB
16
Suntrust Banks
Georgia
$57M +$57M +984,288 New
RI
17
Relational Investors
California
$52.2M +$52.2M +901,100 New
Goldman Sachs
18
Goldman Sachs
New York
$51.1M +$51.1M +882,570 New
KeyBank National Association
19
KeyBank National Association
Ohio
$48.8M +$48.9M +843,222 New
SF
20
Synovus Financial
Georgia
$45.2M +$45.2M +780,416 New
Ameriprise
21
Ameriprise
Minnesota
$39.5M +$39.6M +682,497 New
FMP
22
Financial Management Professionals
Texas
$38.4M +$38.4M +662,822 New
LPL Financial
23
LPL Financial
California
$35.9M +$35.9M +619,798 New
FIG
24
FundX Investment Group
California
$33.1M +$33.1M +571,215 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$31.8M +$31.8M +548,750 New
1
2 3 4 5

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.