iShares Russell Mid-Cap Value ETF
435 hedge funds and large institutions have $7.03B invested in iShares Russell Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 142 increasing their positions, 135 reducing their positions, and 35 closing their positions.
1,552% more call options, than puts
Call options by funds: $26.7M | Put options by funds: $1.61M
10% more capital invested
Capital invested by funds: $6.39B → $7.03B (+$647M)
1.59% more ownership
Funds ownership: 66.7% → 68.29% (+1.6%)
5% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 135
3% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 35
0% more funds holding in top 10
Funds holding in top 10: 27 → 27 (0)
0% less funds holding
Funds holding: 436 → 435 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$543M |
| 2 |
Goldman Sachs
New York
|
+$63.5M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$29M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$26.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$78M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$64.2M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$16.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$12.7M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$8.62M |
IWS Hedge Fund Activity: Q3 2017 in Review
435 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2017, worth a combined $7.03B — up 10% from $6.39B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IWS positions and 35 closed out — a net gain of 1 holder — while 142 added to existing stakes and 135 trimmed.
The largest buyer was TIAA FSB, adding an estimated $543M. The largest seller was Ameriprise, cutting an estimated $78M.
- 435 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2017, down from 436 in Q2 2017.
- Funds reported $7.03B of iShares Russell Mid-Cap Value ETF stock for Q3 2017, up 10% quarter-over-quarter.
- 36 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2017 and 35 closed out, a net change of +1 holder.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2017 was TIAA FSB, an estimated $543M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q3 2017 was Ameriprise, an estimated $78M sold.
Based on aggregated 13F filings for Q3 2017.