iShares Russell Mid-Cap Value ETF
542 hedge funds and large institutions have $7.71B invested in iShares Russell Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 54 closing their positions.
40% more call options, than puts
Call options by funds: $624K | Put options by funds: $446K
21% more capital invested
Capital invested by funds: $6.35B → $7.71B (+$1.36B)
15.21% more ownership
Funds ownership: 56.56% → 71.78% (+15%)
11% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 171
0% more funds holding in top 10
Funds holding in top 10: 28 → 28 (0)
4% less funds holding
Funds holding: 564 → 542 (-22)
28% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$1.19B |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$29.1M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$22.4M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$21.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.4M |
| 2 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$22.9M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$19.7M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$12.2M |
| 5 |
Morgan Stanley
New York
|
-$11.7M |
IWS Hedge Fund Activity: Q2 2019 in Review
542 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2019, worth a combined $7.71B — up 21% from $6.35B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of IWS and 39 opened new positions — a net loss of 15 holders — while 171 trimmed existing stakes and 190 added.
The largest buyer was TIAA FSB, adding an estimated $1.19B. The largest seller was Fidelity Investments, cutting an estimated $28.4M.
- 542 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2019, down from 564 in Q1 2019.
- Funds reported $7.71B of iShares Russell Mid-Cap Value ETF stock for Q2 2019, up 21% quarter-over-quarter.
- 39 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2019 and 54 closed out, a net change of -15 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q2 2019 was TIAA FSB, an estimated $1.19B added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q2 2019 was Fidelity Investments, an estimated $28.4M sold.
Based on aggregated 13F filings for Q2 2019.