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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

620 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 206 increasing their positions, 145 reducing their positions, and 32 closing their positions.

Holders
620
Holders Change
+84
Holders Change %
+15.67%
% of All Funds
12.24%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.75%
New
123
Increased
206
Reduced
145
Closed
32
Calls
$315K
Puts
$540K
Net Calls
-$225K
Net Calls Change
+$232K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$361M
2
American Century Companies
2
American Century Companies
Missouri
$416M
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$175M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$37.7M

Top Sellers

1
SGAM
1
Stephens Group Asset Management
Arkansas
$85M
2
Axa
2
Axa
France
$0
3
M&T Bank
3
M&T Bank
New York
$0
4
AP
4
Advisors Preferred
Maryland
$0
5
Ameriprise
5
Ameriprise
Minnesota
$86.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
251
Cordant Inc
Oregon
$909K +$909K +9,590 New
PFT
252
Providence First Trust
Arizona
$894K – – –
PC
253
Port Capital
Illinois
$893K -$381K -4,019 -30%
CWM
254
Cahaba Wealth Management
Georgia
$893K -$34.8K -367 -4%
CBN
255
Cadence Bank NA
Texas
$893K – – –
Kayne Anderson Rudnick Investment Management
256
Kayne Anderson Rudnick Investment Management
California
$874K +$78.4K +827 +10%
AA
257
Alesco Advisors
New York
$853K -$39.8K -420 -4%
LW
258
Linscomb Wealth
Texas
$832K +$88.4K +933 +12%
SSB
259
Sandy Spring Bank
Maryland
$810K -$1.9K -20 -0.2%
MCWS
260
McKinley Carter Wealth Services
West Virginia
$804K -$190K -2,005 -19%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$797K +$372K +3,922 +87%
NFG
262
Nations Financial Group
Iowa
$790K +$16.5K +174 +2%
RMCM
263
Reynders McVeigh Capital Management
Massachusetts
$785K +$785K +8,278 New
PMG
264
Private Management Group
California
$737K – – –
IWC
265
Integrated Wealth Concepts
Massachusetts
$722K +$1.61K +17 +0.2%
CAL
266
Capital Analysts LLC
Pennsylvania
$717K +$17.3K +183 +2%
LB
267
Legacy Bridge
Iowa
$714K – – –
HCA
268
Harbour Capital Advisors
Virginia
$704K – – –
FB
269
Fulton Bank
Pennsylvania
$675K – – –
MFW
270
Mosaic Family Wealth
Missouri
$664K +$4.17K +44 +0.6%
KWM
271
Kingsview Wealth Management
Oregon
$658K – – –
BA
272
Ballew Advisors
Mississippi
$655K -$22.8K -242 -3%
SWPG
273
Strategic Wealth Partners Group
Illinois
$653K -$92.5K -976 -12%
HCMT
274
Highland Capital Management (Tennessee)
Tennessee
$650K -$830K -8,760 -56%
TWP
275
Total Wealth Planning
Ohio
$649K -$6.63K -70 -1%
9 10
11
12 13