iShares Russell Mid-Cap Value ETF
673 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 226 increasing their positions, 206 reducing their positions, and 44 closing their positions.
875% more call options, than puts
Call options by funds: $2.24M | Put options by funds: $230K
55% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 44
23% more funds holding in top 10
Funds holding in top 10: 31 → 38 (+7)
3% more funds holding
Funds holding: 656 → 673 (+17)
10% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 206
3% more capital invested
Capital invested by funds: $10.2B → $10.5B (+$345M)
3.9% less ownership
Funds ownership: 77.76% → 73.86% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$201M |
| 2 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$43.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.6M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$26M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$268M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$160M |
| 3 |
Morgan Stanley
New York
|
-$90.3M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$72.1M |
| 5 |
Barclays
London,
United Kingdom
|
-$56.2M |
IWS Hedge Fund Activity: Q2 2021 in Review
673 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2021, worth a combined $10.5B — up 3.4% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IWS positions and 44 closed out — a net gain of 24 holders — while 226 added to existing stakes and 206 trimmed.
The largest buyer was Wells Fargo, adding an estimated $201M. The largest seller was Truist Financial, cutting an estimated $268M.
- 673 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2021, up from 656 in Q1 2021.
- Funds reported $10.5B of iShares Russell Mid-Cap Value ETF stock for Q2 2021, up 3.4% quarter-over-quarter.
- 68 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2021 and 44 closed out, a net change of +24 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q2 2021 was Wells Fargo, an estimated $201M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q2 2021 was Truist Financial, an estimated $268M sold.
Based on aggregated 13F filings for Q2 2021.