iShares Russell Mid-Cap Value ETF
542 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, 131 increasing their positions, 232 reducing their positions, and 45 closing their positions.
57% more call options, than puts
Call options by funds: $1.4M | Put options by funds: $892K
33% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 45
14% more capital invested
Capital invested by funds: $6.38B → $7.26B (+$877M)
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
2% more funds holding
Funds holding: 532 → 542 (+10)
1.03% less ownership
Funds ownership: 78.05% → 77.03% (-1%)
44% less repeat investments, than reductions
Existing positions increased: 131 | 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 |
Betterment LLC
New York
|
-$87.6M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$68.8M |
| 3 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$58.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$43M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$39.6M |
IWS Hedge Fund Activity: Q2 2020 in Review
542 of the 4,888 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 14% from $6.38B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IWS positions and 45 closed out — a net gain of 15 holders — while 131 added to existing stakes and 232 trimmed.
The largest buyer was American Century Companies, adding an estimated $251M. The largest seller was Betterment LLC, cutting an estimated $87.6M.
- 542 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 14% quarter-over-quarter.
- 60 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2020 and 45 closed out, a net change of +15 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 Betterment LLC, an estimated $87.6M sold.
Based on aggregated 13F filings for Q2 2020.