iShares Russell Mid-Cap Value ETF
798 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 246 increasing their positions, 286 reducing their positions, and 45 closing their positions.
1,331% more call options, than puts
Call options by funds: $3.31M | Put options by funds: $231K
24% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 45
1% more capital invested
Capital invested by funds: $10.1B → $10.2B (+$80.9M)
0% more funds holding
Funds holding: 795 → 798 (+3)
0.21% more ownership
Funds ownership: 79.51% → 79.72% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 32 → 32 (0)
14% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 286
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58.1M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$41.2M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$31.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23M |
| 5 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$146M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$111M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$28.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$16.9M |
IWS Hedge Fund Activity: Q2 2023 in Review
798 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2023, worth a combined $10.2B — up 0.8% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new IWS positions and 45 closed out — a net gain of 11 holders — while 246 added to existing stakes and 286 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $58.1M. The largest seller was American Century Companies, cutting an estimated $146M.
- 798 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2023, up from 795 in Q1 2023.
- Funds reported $10.2B of iShares Russell Mid-Cap Value ETF stock for Q2 2023, up 0.8% quarter-over-quarter.
- 56 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2023 and 45 closed out, a net change of +11 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $58.1M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q2 2023 was American Century Companies, an estimated $146M sold.
Based on aggregated 13F filings for Q2 2023.