IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.49%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.34B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$252M
3
American Century Companies
3
American Century Companies
Missouri
$238M
4
Bank of America
4
Bank of America
North Carolina
$470M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$46.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.7M
2
BCIM
2
Bishop & Co Investment Management
Pennsylvania
$229K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$38.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$146M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
226
Nations Financial Group
Iowa
$1.55M 14,833 -160 -1%
HFBOT
227
Home Federal Bank of Tennessee
Tennessee
$1.54M 14,720 -138 -0.9%
WFS
228
Widmann Financial Services
Maryland
$1.53M 14,706 +360 +3%
WB
229
West Bancorporation
Iowa
$1.53M 14,686 -10,074 -41%
SWP
230
Stratos Wealth Partners
Ohio
$1.5M 14,396 +566 +4%
CAM
231
Cresset Asset Management
Illinois
$1.48M 14,137 -486 -3%
WMWM
232
Whitaker-Myers Wealth Managers
Ohio
$1.48M 14,142 -20,379 -59%
WI
233
Wintrust Investments
Illinois
$1.47M 14,045 -53 -0.4%
SPC
234
Sigma Planning Corp
Michigan
$1.46M 14,030 +917 +7%
SSA
235
Schonfeld Strategic Advisors
New York
$1.45M 13,873 +13,873 New
AIG
236
American International Group
New York
$1.44M 13,765 +5,175 +60%
BA
237
Bellwether Advisors
Nebraska
$1.43M 13,750 +13,750 New
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$1.43M 13,701 -843 -6%
IFPG
239
Intrepid Financial Planning Group
Indiana
$1.4M 13,427 -25 -0.2%
CTC
240
Central Trust Company
Missouri
$1.39M 13,349 – –
PSF
241
Pacific Sun Financial
California
$1.37M 13,154 -590 -4%
SYBT
242
Stock Yards Bank & Trust
Kentucky
$1.37M 13,104 +1,856 +17%
CL
243
Choreo LLC
Illinois
$1.36M 12,960 -50 -0.4%
TPA
244
Trivium Point Advisory
Connecticut
$1.34M 13,265 +352 +3%
CCB
245
Country Club Bank
Missouri
$1.34M 12,817 – –
UCFA
246
United Capital Financial Advisors
Texas
$1.34M 12,834 -1,204 -9%
BPA
247
Beacon Pointe Advisors
California
$1.32M 12,616 +3,378 +37%
SFG
248
Sowa Financial Group
Rhode Island
$1.31M 12,559 -143 -1%
FOA
249
Five Oceans Advisors
California
$1.3M 12,448 -97 -0.8%
FGG
250
Financial Guidance Group
Florida
$1.29M 12,367 +1 +0%
8 9
10
11 12