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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 %
RCAG
251
Rehmann Capital Advisory Group
Michigan
$1.28M 12,294 +213 +2%
SCG
252
Sonata Capital Group
Washington
$1.27M 12,196 -200 -2%
Franklin Resources
253
Franklin Resources
California
$1.27M 12,149 -50 -0.4%
PFS
254
Prospera Financial Services
Texas
$1.27M 12,137 -447 -4%
KWM
255
Kingsview Wealth Management
Oregon
$1.25M 11,987 +2,120 +21%
LGA
256
Lebenthal Global Advisors
New York
$1.25M 11,978 +11,978 New
DADC
257
D.A. Davidson & Co
Montana
$1.25M 11,973 -329 -3%
BTWM
258
Baker Tilly Wealth Management
Wisconsin
$1.25M 11,953 +59 +0.5%
PFA
259
Pure Financial Advisors
California
$1.24M 11,904 +598 +5%
PPC
260
Park Place Capital
Alabama
$1.23M 11,788 -30 -0.3%
FTUS
261
Flow Traders U.S.
New York
$1.21M 11,618 -8,600 -43%
ACA
262
Affinity Capital Advisors
California
$1.2M 11,488 -194 -2%
EWA
263
ERTS Wealth Advisors
Michigan
$1.19M 11,447 +62 +0.5%
BFM
264
Broadview Financial Management
Wisconsin
$1.19M 11,408 -80 -0.7%
GWMIA
265
Global Wealth Management Investment Advisory
Florida
$1.18M 11,356 -663 -6%
CFO
266
Callan Family Office
Pennsylvania
$1.18M 11,272 -35 -0.3%
AAS
267
Ameritas Advisory Services
Nebraska
$1.17M 11,299 +6,258 +124%
LFA
268
LGT Financial Advisors
Texas
$1.17M 11,230 -1 -0%
MMA
269
Miracle Mile Advisors
California
$1.17M 11,177 -2,948 -21%
CC
270
Courier Capital
New York
$1.16M 11,088 – –
MAM
271
MWA Asset Management
Massachusetts
$1.15M 11,047 +11,047 New
SFA
272
Sequoia Financial Advisors
Ohio
$1.15M 11,022 -3,609 -25%
LB
273
Legacy Bridge
Iowa
$1.15M 11,011 -100 -0.9%
RB
274
Renasant Bank
Mississippi
$1.15M 10,994 -30 -0.3%
APW
275
Acima Private Wealth
Virginia
$1.14M 10,931 +7,521 +221%
9 10
11
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