iShares Russell Mid-Cap Value ETF
531 hedge funds and large institutions have $7.31B invested in iShares Russell Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 180 increasing their positions, 137 reducing their positions, and 60 closing their positions.
57% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 60
31% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 137
6% more funds holding
Funds holding: 503 → 531 (+28)
4% more funds holding in top 10
Funds holding in top 10: 27 → 28 (+1)
2.37% more ownership
Funds ownership: 70.4% → 72.77% (+2.4%)
8% less capital invested
Capital invested by funds: $7.98B → $7.31B (-$669M)
72% less call options, than puts
Call options by funds: $214K | Put options by funds: $775K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$130M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$64.3M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$44.3M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$44M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$40.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$123M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.5M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$21.7M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$17.6M |
| 5 |
GG
GenWealth Group
Maplewood,
New Jersey
|
-$11.5M |
IWS Hedge Fund Activity: Q4 2018 in Review
531 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2018, worth a combined $7.31B — down 8.4% from $7.98B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new IWS positions and 60 closed out — a net gain of 34 holders — while 180 added to existing stakes and 137 trimmed.
The largest buyer was Bank of America, adding an estimated $130M. The largest seller was American Century Companies, cutting an estimated $123M.
- 531 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2018, up from 503 in Q3 2018.
- Funds reported $7.31B of iShares Russell Mid-Cap Value ETF stock for Q4 2018, down 8.4% quarter-over-quarter.
- 94 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2018 and 60 closed out, a net change of +34 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2018 was Bank of America, an estimated $130M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q4 2018 was American Century Companies, an estimated $123M sold.
Based on aggregated 13F filings for Q4 2018.