iShares Russell Mid-Cap Value ETF
492 hedge funds and large institutions have $7.59B invested in iShares Russell Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 152 increasing their positions, 153 reducing their positions, and 33 closing their positions.
4% more capital invested
Capital invested by funds: $7.33B → $7.59B (+$262M)
0.58% more ownership
Funds ownership: 69.33% → 69.91% (+0.58%)
1% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 153
2% less funds holding
Funds holding: 501 → 492 (-9)
12% less funds holding in top 10
Funds holding in top 10: 34 → 30 (-4)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$134M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$43.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$30.6M |
| 4 |
AssetMark Inc
Concord,
California
|
+$21.2M |
| 5 |
Morgan Stanley
New York
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$67.6M |
| 2 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$40.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.7M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$26M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$20.6M |
IWS Hedge Fund Activity: Q2 2018 in Review
492 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2018, worth a combined $7.59B — up 3.6% from $7.33B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of IWS and 28 opened new positions — a net loss of 5 holders — while 153 trimmed existing stakes and 152 added.
The largest buyer was Jones Financial Companies, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $67.6M.
- 492 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2018, down from 501 in Q1 2018.
- Funds reported $7.59B of iShares Russell Mid-Cap Value ETF stock for Q2 2018, up 3.6% quarter-over-quarter.
- 28 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2018 and 33 closed out, a net change of -5 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q2 2018 was Jones Financial Companies, an estimated $134M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q2 2018 was Goldman Sachs, an estimated $67.6M sold.
Based on aggregated 13F filings for Q2 2018.