IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

629 hedge funds and large institutions have $9.28B invested in iShares Russell Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+91
Holders Change %
+16.91%
% of All Funds
11.16%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.57%
New
132
Increased
186
Reduced
174
Closed
30
Calls
$5.47M
Puts
$233K
Net Calls
+$5.24M
Net Calls Change
+$5.33M

Top Buyers

1
TF
TIAA FSB
Florida
$1.95B
2
US Bancorp
US Bancorp
Minnesota
$203M
3
ETC
Exchange Traded Concepts
Oklahoma
$24.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$148M
5
Bank of America
Bank of America
North Carolina
$351M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$344M
2
UBS Group
UBS Group
Switzerland
$144M
3
SI
Stephens Inc
Arkansas
$90.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$312M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$64K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
226
Sonata Capital Group
Washington
$1.22M – – –
PWS
227
Peloton Wealth Strategists
Indiana
$1.21M +$1.21M +12,493 New
BTWM
228
Baker Tilly Wealth Management
Wisconsin
$1.2M +$1.2M +12,376 New
CTC
229
Central Trust Company
Missouri
$1.19M -$226K -2,330 -16%
FNT
230
First National Trust
Pennsylvania
$1.16M -$110K -1,132 -9%
RT
231
Rockland Trust
Massachusetts
$1.14M -$351K -3,617 -24%
VR
232
Viridian RIA
Washington
$1.14M – – –
SFA
233
Sequoia Financial Advisors
Ohio
$1.14M -$2.04K -21 -0.2%
TNB
234
Thomasville National Bank
Georgia
$1.1M -$85.4K -881 -7%
LNC
235
Lincoln National Corp
Pennsylvania
$1.09M +$23.1K +238 +2%
Franklin Resources
236
Franklin Resources
California
$1.08M – – –
MMA
237
Miracle Mile Advisors
California
$1.03M +$3.98K +41 +0.4%
NNP
238
Nachman Norwood & Parrott
South Carolina
$1.01M -$11.2K -116 -1%
BWA
239
Beam Wealth Advisors
Louisiana
$988K +$988K +10,194 New
NFG
240
Nations Financial Group
Iowa
$975K +$184K +1,900 +23%
FWM
241
Frontier Wealth Management
Missouri
$963K -$9.02K -93 -0.9%
EK
242
Evensky & Katz
Florida
$959K +$4.46K +46 +0.5%
SW
243
SVB Wealth
Massachusetts
$952K -$36.1K -372 -4%
NFG
244
Nadler Financial Group
Illinois
$944K +$224K +2,310 +31%
SWP
245
Stratos Wealth Partners
Ohio
$942K -$22K -227 -2%
WI
246
Wedgewood Investors
Pennsylvania
$929K -$9.7K -100 -1%
DIA
247
Dana Investment Advisors
Wisconsin
$905K +$905K +9,334 New
HPC
248
Hobart Private Capital
North Carolina
$903K +$903K +9,313 New
CC
249
Courier Capital
New York
$901K – – –
TP
250
Tranquility Partners
Tennessee
$900K +$218K +2,250 +32%
8 9
10
11 12