iShares Russell Mid-Cap Value ETF
563 hedge funds and large institutions have $6.35B invested in iShares Russell Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 139 increasing their positions, 214 reducing their positions, and 30 closing their positions.
123% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 30
48% more call options, than puts
Call options by funds: $565K | Put options by funds: $382K
6% more funds holding
Funds holding: 531 → 563 (+32)
0% more funds holding in top 10
Funds holding in top 10: 28 → 28 (0)
13% less capital invested
Capital invested by funds: $7.31B → $6.35B (-$961M)
16.21% less ownership
Funds ownership: 72.77% → 56.56% (-16%)
35% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 214
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$138M |
| 2 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
+$42.1M |
| 3 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$22.7M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$19M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$1.74B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$94.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$61.4M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$46M |
| 5 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$45.4M |
IWS Hedge Fund Activity: Q1 2019 in Review
563 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2019, worth a combined $6.35B — down 13% from $7.31B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new IWS positions and 30 closed out — a net gain of 37 holders — while 139 added to existing stakes and 214 trimmed.
The largest buyer was American Century Companies, adding an estimated $138M. The largest seller was TIAA FSB, cutting an estimated $1.74B.
- 563 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2019, up from 531 in Q4 2018.
- Funds reported $6.35B of iShares Russell Mid-Cap Value ETF stock for Q1 2019, down 13% quarter-over-quarter.
- 67 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2019 and 30 closed out, a net change of +37 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2019 was American Century Companies, an estimated $138M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q1 2019 was TIAA FSB, an estimated $1.74B sold.
Based on aggregated 13F filings for Q1 2019.