iShares Russell Mid-Cap Value ETF
255 hedge funds and large institutions have $3.29B invested in iShares Russell Mid-Cap Value ETF in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 16 closing their positions.
93% more call options, than puts
Call options by funds: $1.54M | Put options by funds: $798K
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
14% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 78
4% more funds holding
Funds holding: 246 → 255 (+9)
3% more capital invested
Capital invested by funds: $3.18B → $3.29B (+$110M)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
0.48% less ownership
Funds ownership: 64.37% → 63.89% (-0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$42.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.1M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$14.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.9M |
| 5 |
TAG
Tactical Allocation Group
Birmingham,
Michigan
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
Relational Investors
San Diego,
California
|
-$52.2M |
| 2 |
Goldman Sachs
New York
|
-$47.1M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
-$33.1M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$24.9M |
| 5 |
DS
DRW Securities
Chicago,
Illinois
|
-$16.1M |
IWS Hedge Fund Activity: Q3 2013 in Review
255 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2013, worth a combined $3.29B — up 3.4% from $3.18B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IWS positions and 16 closed out — a net gain of 13 holders — while 89 added to existing stakes and 78 trimmed.
The largest buyer was American Century Companies, adding an estimated $42.3M. The largest seller was Relational Investors, exiting entirely with an estimated $52.2M sold.
- 255 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2013, up from 246 in Q2 2013.
- Funds reported $3.29B of iShares Russell Mid-Cap Value ETF stock for Q3 2013, up 3.4% quarter-over-quarter.
- 29 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2013 and 16 closed out, a net change of +13 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2013 was American Century Companies, an estimated $42.3M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q3 2013 was Relational Investors, an estimated $52.2M sold.
Based on aggregated 13F filings for Q3 2013.