iShares Russell Mid-Cap Value ETF
279 hedge funds and large institutions have $3.46B invested in iShares Russell Mid-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 83 reducing their positions, and 16 closing their positions.
181% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 16
108% more call options, than puts
Call options by funds: $848K | Put options by funds: $407K
14% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 83
9% more funds holding
Funds holding: 255 → 279 (+24)
5% more capital invested
Capital invested by funds: $3.29B → $3.46B (+$169M)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
1.07% less ownership
Funds ownership: 63.89% → 62.83% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.2M |
| 2 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$10.5M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$9.81M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.68M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$7.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$41.1M |
| 2 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$34.1M |
| 3 |
SIM
Sigma Investment Management
Portland,
Oregon
|
-$24.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.1M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$16.6M |
IWS Hedge Fund Activity: Q4 2013 in Review
279 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2013, worth a combined $3.46B — up 5.1% from $3.29B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IWS positions and 16 closed out — a net gain of 29 holders — while 95 added to existing stakes and 83 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was Financial Management Professionals, exiting entirely with an estimated $41.1M sold.
- 279 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2013, up from 255 in Q3 2013.
- Funds reported $3.46B of iShares Russell Mid-Cap Value ETF stock for Q4 2013, up 5.1% quarter-over-quarter.
- 45 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2013 and 16 closed out, a net change of +29 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2013 was Morgan Stanley, an estimated $14.2M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q4 2013 was Financial Management Professionals, an estimated $41.1M sold.
Based on aggregated 13F filings for Q4 2013.