iShares Russell Mid-Cap Value ETF
355 hedge funds and large institutions have $4.59B invested in iShares Russell Mid-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 27 closing their positions.
930% more call options, than puts
Call options by funds: $2.4M | Put options by funds: $233K
33% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 27
26% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 97
7% more capital invested
Capital invested by funds: $4.31B → $4.59B (+$287M)
1% more funds holding
Funds holding: 352 → 355 (+3)
0.82% more ownership
Funds ownership: 62.26% → 63.07% (+0.82%)
0% more funds holding in top 10
Funds holding in top 10: 25 → 25 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$52M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$34.1M |
| 3 |
Goldman Sachs
New York
|
+$30M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$20.9M |
| 5 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$16.3M |
| 2 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$11.3M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$11.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$10.9M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$9.69M |
IWS Hedge Fund Activity: Q1 2015 in Review
355 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2015, worth a combined $4.59B — up 6.7% from $4.31B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IWS positions and 27 closed out — a net gain of 9 holders — while 122 added to existing stakes and 97 trimmed.
The largest buyer was American Century Companies, adding an estimated $52M. The largest seller was Managed Account Advisors, cutting an estimated $16.3M.
- 355 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2015, up from 352 in Q4 2014.
- Funds reported $4.59B of iShares Russell Mid-Cap Value ETF stock for Q1 2015, up 6.7% quarter-over-quarter.
- 36 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2015 and 27 closed out, a net change of +9 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2015 was American Century Companies, an estimated $52M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q1 2015 was Managed Account Advisors, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2015.