iShares Russell Mid-Cap Value ETF
621 hedge funds and large institutions have $8.9B invested in iShares Russell Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 206 increasing their positions, 145 reducing their positions, and 32 closing their positions.
284% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 32
42% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 145
36% more funds holding in top 10
Funds holding in top 10: 28 → 38 (+10)
16% more funds holding
Funds holding: 537 → 621 (+84)
11% more capital invested
Capital invested by funds: $7.99B → $8.9B (+$914M)
1.85% more ownership
Funds ownership: 72.85% → 74.7% (+1.8%)
42% less call options, than puts
Call options by funds: $315K | Put options by funds: $540K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$310M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$64.8M |
| 3 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$49M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$45.5M |
| 5 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$82.1M |
| 2 |
Axa
Paris,
France
|
-$63.3M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$30.4M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$12.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$11M |
IWS Hedge Fund Activity: Q4 2019 in Review
621 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2019, worth a combined $8.9B — up 11% from $7.99B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new IWS positions and 32 closed out — a net gain of 91 holders — while 206 added to existing stakes and 145 trimmed.
The largest buyer was Truist Financial, adding an estimated $310M. The largest seller was Stephens Group Asset Management, cutting an estimated $82.1M.
- 621 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2019, up from 537 in Q3 2019.
- Funds reported $8.9B of iShares Russell Mid-Cap Value ETF stock for Q4 2019, up 11% quarter-over-quarter.
- 123 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2019 and 32 closed out, a net change of +91 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2019 was Truist Financial, an estimated $310M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q4 2019 was Stephens Group Asset Management, an estimated $82.1M sold.
Based on aggregated 13F filings for Q4 2019.