iShares Russell Mid-Cap Value ETF
309 hedge funds and large institutions have $4.24B invested in iShares Russell Mid-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 76 reducing their positions, and 19 closing their positions.
84% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 19
55% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 76
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
20% more capital invested
Capital invested by funds: $3.54B → $4.24B (+$702M)
5% more funds holding
Funds holding: 295 → 309 (+14)
4.77% less ownership
Funds ownership: 61.82% → 57.05% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$67.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.2M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$36.5M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$31.5M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$16.7M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
-$8.35M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$6.41M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.85M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.57M |
IWS Hedge Fund Activity: Q2 2014 in Review
309 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2014, worth a combined $4.24B — up 20% from $3.54B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IWS positions and 19 closed out — a net gain of 16 holders — while 118 added to existing stakes and 76 trimmed.
The largest buyer was American Century Companies, adding an estimated $67.4M. The largest seller was JP Morgan Chase, cutting an estimated $16.7M.
- 309 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2014, up from 295 in Q1 2014.
- Funds reported $4.24B of iShares Russell Mid-Cap Value ETF stock for Q2 2014, up 20% quarter-over-quarter.
- 35 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2014 and 19 closed out, a net change of +16 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q2 2014 was American Century Companies, an estimated $67.4M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q2 2014 was JP Morgan Chase, an estimated $16.7M sold.
Based on aggregated 13F filings for Q2 2014.