iShares Russell Mid-Cap Value ETF
537 hedge funds and large institutions have $7.99B invested in iShares Russell Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 190 reducing their positions, and 34 closing their positions.
1.07% more ownership
Funds ownership: 71.78% → 72.85% (+1.1%)
4% more capital invested
Capital invested by funds: $7.71B → $7.99B (+$280M)
0% more funds holding in top 10
Funds holding in top 10: 28 → 28 (0)
1% less funds holding
Funds holding: 542 → 537 (-5)
3% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 34
17% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 190
56% less call options, than puts
Call options by funds: $359K | Put options by funds: $816K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$140M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$72.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$51.1M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$32.9M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$63.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$36M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$14.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$13.6M |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$9.54M |
IWS Hedge Fund Activity: Q3 2019 in Review
537 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2019, worth a combined $7.99B — up 3.6% from $7.71B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of IWS and 33 opened new positions — a net loss of 1 holder — while 190 trimmed existing stakes and 158 added.
The largest buyer was Sterling Capital Management, adding an estimated $140M. The largest seller was American Century Companies, cutting an estimated $63.5M.
- 537 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2019, down from 542 in Q2 2019.
- Funds reported $7.99B of iShares Russell Mid-Cap Value ETF stock for Q3 2019, up 3.6% quarter-over-quarter.
- 33 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2019 and 34 closed out, a net change of -1 holder.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2019 was Sterling Capital Management, an estimated $140M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q3 2019 was American Century Companies, an estimated $63.5M sold.
Based on aggregated 13F filings for Q3 2019.