IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

434 hedge funds and large institutions have $7.03B invested in iShares Russell Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
10.84%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
35
Increased
142
Reduced
135
Closed
35
Calls
$26.7M
Puts
$1.61M
Net Calls
+$25M
Net Calls Change
+$25.4M

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.81B
2
Goldman Sachs
2
Goldman Sachs
New York
$74.8M
3
LFAS
3
Level Four Advisory Services
Texas
$29.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$358M
5
American Century Companies
5
American Century Companies
Missouri
$367M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$69.7M
2
UBS AM
2
UBS AM
Illinois
$73.5K
3
Stifel Financial
3
Stifel Financial
Missouri
$9.11M
4
Bank of America
4
Bank of America
North Carolina
$287M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$539K 6,345 +20 +0.3%
SPWA
227
SteelBridge Private Wealth Advisors
Florida
$535K 6,293 – –
SHWM
228
Smith & Howard Wealth Management
Georgia
$518K 6,101 – –
BCM
229
Brookstone Capital Management
Illinois
$509K 5,995 -782 -12%
JFGIW
230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$489K 5,763 +774 +16%
CAM
231
Cubic Asset Management
Massachusetts
$482K 5,679 – –
EAMA
232
EFG Asset Management (Americas)
Florida
$480K 5,652 -6,969 -55%
CCM
233
Cohen Capital Management
California
$478K 5,630 +20 +0.4%
Neuberger Berman Group
234
Neuberger Berman Group
New York
$475K 5,593 +468 +9%
BRF
235
B. Riley Financial
California
$467K 5,507 +5,507 New
FAAS
236
First Allied Advisory Services
California
$465K 5,486 -25,244 -82%
FNBT
237
FineMark National Bank & Trust
Florida
$459K 5,409 -889 -14%
WT
238
Washington Trust
Rhode Island
$456K 5,370 -23 -0.4%
FFBTD
239
First Financial Bank - Trust Division
Ohio
$443K 5,219 – –
EK
240
Evensky & Katz
Florida
$443K 5,218 +27 +0.5%
SWM
241
SVA Wealth Management
Wisconsin
$440K 5,176 -935 -15%
EWA
242
EP Wealth Advisors
California
$436K 5,129 -144 -3%
CNBT
243
Canandaigua National Bank & Trust
New York
$436K 5,130 – –
DY
244
Dowling & Yahnke
California
$435K 5,119 +1,800 +54%
PTC
245
Private Trust Company
Ohio
$434K 5,111 -100 -2%
SWPG
246
Strategic Wealth Partners Group
Illinois
$431K 5,075 -93 -2%
CIC
247
Carnegie Investment Counsel
Ohio
$424K 4,929 – –
AI
248
Atria Investments
North Carolina
$418K 4,925 +534 +12%
RJT
249
Raymond James Trust
Florida
$416K 4,893 +69 +1%
SIM
250
SSI Investment Management
California
$414K 4,870 -425 -8%
8 9
10
11 12