iShares Russell Mid-Cap Value ETF
437 hedge funds and large institutions have $6.15B invested in iShares Russell Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 157 reducing their positions, and 36 closing their positions.
25% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 36
6% more funds holding in top 10
Funds holding in top 10: 31 → 33 (+2)
1% more funds holding
Funds holding: 432 → 437 (+5)
4% more capital invested
Capital invested by funds: $5.89B → $6.15B (+$263M)
0.23% less ownership
Funds ownership: 64.6% → 64.37% (-0.23%)
19% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 157
46% less call options, than puts
Call options by funds: $4.22M | Put options by funds: $7.81M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$63.3M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$62.2M |
| 3 |
Morgan Stanley
New York
|
+$39.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$36.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$87.3M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$78.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$22.8M |
| 4 |
Jane Street
New York
|
-$11.6M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$9.94M |
IWS Hedge Fund Activity: Q1 2017 in Review
437 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2017, worth a combined $6.15B — up 4.5% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IWS positions and 36 closed out — a net gain of 9 holders — while 127 added to existing stakes and 157 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $63.3M. The largest seller was AssetMark Inc, cutting an estimated $87.3M.
- 437 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2017, up from 432 in Q4 2016.
- Funds reported $6.15B of iShares Russell Mid-Cap Value ETF stock for Q1 2017, up 4.5% quarter-over-quarter.
- 45 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2017 and 36 closed out, a net change of +9 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2017 was UBS AM, an estimated $63.3M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q1 2017 was AssetMark Inc, an estimated $87.3M sold.
Based on aggregated 13F filings for Q1 2017.