iShares Russell Mid-Cap Value ETF
541 hedge funds and large institutions have $7.26B invested in iShares Russell Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 130 increasing their positions, 232 reducing their positions, and 46 closing their positions.
57% more call options, than puts
Call options by funds: $1.4M | Put options by funds: $892K
30% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 46
12% more capital invested
Capital invested by funds: $6.5B → $7.26B (+$753M)
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
2% more funds holding
Funds holding: 532 → 541 (+9)
2.54% less ownership
Funds ownership: 79.57% → 77.02% (-2.5%)
44% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 232
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$251M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$25M |
| 3 |
Morgan Stanley
New York
|
+$17.4M |
| 4 |
GG
GenWealth Group
Maplewood,
New Jersey
|
+$11.8M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$8.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$179M |
| 2 |
Betterment LLC
New York
|
-$87.6M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$68.8M |
| 4 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$58.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$43M |
IWS Hedge Fund Activity: Q2 2020 in Review
541 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2020, worth a combined $7.26B — up 12% from $6.5B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IWS positions and 46 closed out — a net gain of 14 holders — while 130 added to existing stakes and 232 trimmed.
The largest buyer was American Century Companies, adding an estimated $251M. The largest seller was Victory Capital Management, cutting an estimated $179M.
- 541 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2020, up from 532 in Q1 2020.
- Funds reported $7.26B of iShares Russell Mid-Cap Value ETF stock for Q2 2020, up 12% quarter-over-quarter.
- 60 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2020 and 46 closed out, a net change of +14 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q2 2020 was American Century Companies, an estimated $251M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q2 2020 was Victory Capital Management, an estimated $179M sold.
Based on aggregated 13F filings for Q2 2020.