IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

541 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, 130 increasing their positions, 232 reducing their positions, and 46 closing their positions.

Holders
541
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
11.12%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.55%
New
60
Increased
130
Reduced
232
Closed
46
Calls
$1.4M
Puts
$892K
Net Calls
+$506K
Net Calls Change
+$138K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$324M
2
Truist Financial
2
Truist Financial
North Carolina
$355M
3
Morgan Stanley
3
Morgan Stanley
New York
$744M
4
GG
4
GenWealth Group
New Jersey
$12.4M
5
Brown Advisory
5
Brown Advisory
Maryland
$10.2M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$107M
2
Betterment LLC
2
Betterment LLC
New York
$154M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$623M
4
CB
4
Commerce Bank
Missouri
$301M
5
Bank of America
5
Bank of America
North Carolina
$257M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$722K 9,469 -44,655 -83%
PFT
227
Providence First Trust
Arizona
$722K 9,430 – –
CBN
228
Cadence Bank NA
Texas
$721K 9,416 – –
LB
229
Legacy Bridge
Iowa
$706K 9,230 – –
EAMA
230
EFG Asset Management (Americas)
Florida
$702K 9,167 +1,426 +18%
PPA
231
Parametric Portfolio Associates
Washington
$690K 9,017 -4,376 -33%
OPS
232
Orion Portfolio Solutions
Nebraska
$683K 8,924 -1,861 -17%
HIA
233
Harbor Investment Advisory
Maryland
$677K 8,851 -3,831 -30%
IWM
234
IHT Wealth Management
Illinois
$675K 8,822 -1,717 -16%
GVAG
235
Great Valley Advisor Group
Delaware
$673K 8,790 +5,265 +149%
Kayne Anderson Rudnick Investment Management
236
Kayne Anderson Rudnick Investment Management
California
$671K 8,773 -114 -1%
CAM
237
Cozad Asset Management
Illinois
$671K 8,772 +8,772 New
BCM
238
BTR Capital Management
California
$653K 8,536 – –
FFG
239
Fullen Financial Group
Ohio
$647K 8,452 +8,452 New
NFG
240
Next Financial Group
Texas
$645K 8,424 -1,237 -13%
Renaissance Technologies
241
Renaissance Technologies
New York
$628K 8,200 +2,700 +49%
NFG
242
Nations Financial Group
Iowa
$624K 8,150 +877 +12%
BA
243
Ballew Advisors
Mississippi
$619K 8,163 +1,098 +16%
BC
244
Brinker Capital
Pennsylvania
$614K 8,017 -5,296 -40%
SSB
245
Sandy Spring Bank
Maryland
$603K 7,873 -241 -3%
NP
246
NorthRock Partners
Minnesota
$601K 7,853 -108,393 -93%
AWM
247
Atticus Wealth Management
Florida
$601K 7,852 -6,242 -44%
GT
248
Glenview Trust
Kentucky
$597K 7,800 -12,534 -62%
PMG
249
Private Management Group
California
$595K 7,775 – –
ASN
250
Advisory Services Network
Georgia
$586K 7,653 -1,745 -19%
8 9
10
11 12