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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

542 hedge funds and large institutions have $7.68B invested in iShares Russell Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-21
Holders Change %
-3.73%
% of All Funds
11.79%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
39
Increased
190
Reduced
171
Closed
53
Calls
$624K
Puts
$446K
Net Calls
+$178K
Net Calls Change
-$5K

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.49B
2
US Bancorp
2
US Bancorp
Minnesota
$70.4M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$664M
4
SS
4
Simplicity Solutions
Minnesota
$38.4M
5
American Century Companies
5
American Century Companies
Missouri
$392M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
CL
2
Cabana LLC
Arkansas
$822K
3
FIA
3
Foundations Investment Advisors
Arizona
$501K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$211M
5
Morgan Stanley
5
Morgan Stanley
New York
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
251
Private Trust Company
Ohio
$649K -$9.79K -110 -1%
HCA
252
Harbour Capital Advisors
Virginia
$647K +$2.23K +25 +0.3%
FAAS
253
First Allied Advisory Services
California
$642K +$15K +168 +2%
TWP
254
Total Wealth Planning
Ohio
$632K -$18.2K -204 -3%
MFW
255
Mosaic Family Wealth
Missouri
$624K -$7.93K -89 -1%
BCM
256
BTC Capital Management
Iowa
$614K -$15.9K -178 -3%
TI
257
Truepoint Inc
Ohio
$604K – – –
ZF
258
Zhang Financial
Michigan
$598K – – –
IWC
259
Integrated Wealth Concepts
Massachusetts
$592K +$11.9K +133 +2%
KPW
260
Kore Private Wealth
New York
$589K +$82.9K +930 +16%
FMTC
261
Farmers & Merchants Trust Company
California
$586K – – –
AAM
262
Autus Asset Management
Arizona
$581K +$50.2K +563 +9%
FFN
263
Focus Financial Network
Minnesota
$576K -$15.3K -172 -3%
HB
264
Homrich & Berg
Georgia
$569K +$54.4K +610 +11%
FFG
265
Ford Financial Group
California
$565K -$50.8K -570 -8%
KWM
266
Kingsview Wealth Management
Oregon
$565K +$45.9K +515 +9%
AW
267
ACG Wealth
Georgia
$562K +$5.8K +65 +1%
SAM
268
Silvercrest Asset Management
New York
$559K +$10.8K +121 +2%
CFG
269
Cooper Financial Group
California
$558K +$6.68K +75 +1%
PJSIMP
270
P.J. Schmidt Investment Management (PJS)
Wisconsin
$544K +$544K +6,102 New
CC
271
Courier Capital
New York
$533K – – –
NPF
272
Norris Perne & French
Michigan
$532K +$980 +11 +0.2%
BB
273
Busey Bank
Illinois
$528K -$12.8K -144 -2%
APP
274
Avantax Planning Partners
Iowa
$527K +$539 +6 +0.1%
DWA
275
Douglass Winthrop Advisors
New York
$513K – – –
9 10
11
12 13