iShares Russell Mid-Cap Value ETF
501 hedge funds and large institutions have $7.33B invested in iShares Russell Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 173 reducing their positions, and 36 closing their positions.
42% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 36
3% more funds holding in top 10
Funds holding in top 10: 33 → 34 (+1)
2% more funds holding
Funds holding: 489 → 501 (+12)
0.68% more ownership
Funds ownership: 68.66% → 69.34% (+0.68%)
3% less capital invested
Capital invested by funds: $7.57B → $7.33B (-$245M)
8% less call options, than puts
Call options by funds: $1.96M | Put options by funds: $2.14M
18% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$47.3M |
| 2 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$37.2M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$30.5M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$24.8M |
| 5 |
GLI
Guardian Life Insurance
New York
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$96.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$31M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$25.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$21.3M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$21.2M |
IWS Hedge Fund Activity: Q1 2018 in Review
501 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2018, worth a combined $7.33B — down 3.2% from $7.57B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IWS positions and 36 closed out — a net gain of 15 holders — while 142 added to existing stakes and 173 trimmed.
The largest buyer was TIAA FSB, adding an estimated $47.3M. The largest seller was American Century Companies, cutting an estimated $96.7M.
- 501 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2018, up from 489 in Q4 2017.
- Funds reported $7.33B of iShares Russell Mid-Cap Value ETF stock for Q1 2018, down 3.2% quarter-over-quarter.
- 51 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2018 and 36 closed out, a net change of +15 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2018 was TIAA FSB, an estimated $47.3M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q1 2018 was American Century Companies, an estimated $96.7M sold.
Based on aggregated 13F filings for Q1 2018.