iShares Russell Mid-Cap Value ETF
855 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 261 increasing their positions, 280 reducing their positions, and 45 closing their positions.
1,575% more call options, than puts
Call options by funds: $7.61M | Put options by funds: $454K
180% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 45
28% more funds holding in top 10
Funds holding in top 10: 25 → 32 (+7)
9% more funds holding
Funds holding: 784 → 855 (+71)
8% more capital invested
Capital invested by funds: $9.81B → $10.6B (+$753M)
0.14% less ownership
Funds ownership: 79.83% → 79.69% (-0.14%)
7% less repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 280
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$75.9M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$70.7M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$36.4M |
| 4 |
SC
Sasco Capital
Fairfield,
Connecticut
|
+$33.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$243M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$57.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$32.9M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$29.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$27.1M |
IWS Hedge Fund Activity: Q4 2023 in Review
855 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2023, worth a combined $10.6B — up 7.7% from $9.81B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new IWS positions and 45 closed out — a net gain of 81 holders — while 261 added to existing stakes and 280 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $75.9M. The largest seller was American Century Companies, cutting an estimated $243M.
- 855 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2023, up from 784 in Q3 2023.
- Funds reported $10.6B of iShares Russell Mid-Cap Value ETF stock for Q4 2023, up 7.7% quarter-over-quarter.
- 126 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2023 and 45 closed out, a net change of +81 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2023 was Envestnet Portfolio Solutions, an estimated $75.9M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q4 2023 was American Century Companies, an estimated $243M sold.
Based on aggregated 13F filings for Q4 2023.