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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

850 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 263 increasing their positions, 280 reducing their positions, and 45 closing their positions.

Holders
850
Holders Change
+67
Holders Change %
+8.56%
% of All Funds
12.46%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.45%
New
122
Increased
263
Reduced
280
Closed
45
Calls
$7.61M
Puts
$454K
Net Calls
+$7.15M
Net Calls Change
+$5.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.86B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$364M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$229M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$874M
5
SC
5
Sasco Capital
Connecticut
$36.5M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$364K
2
Wells Fargo
2
Wells Fargo
California
$481M
3
Bank of America
3
Bank of America
North Carolina
$488M
4
SF
4
Synovus Financial
Georgia
$7.73M
5
Ameriprise
5
Ameriprise
Minnesota
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
SYBT
251
Stock Yards Bank & Trust
Kentucky
$1.49M 12,794 -310 -2%
LCM
252
Leisure Capital Management
California
$1.48M 12,765 +12,765 New
PPC
253
Park Place Capital
Alabama
$1.47M 12,619 +831 +7%
RCAG
254
Rehmann Capital Advisory Group
Michigan
$1.46M 12,566 +272 +2%
PWS
255
Peloton Wealth Strategists
Indiana
$1.45M 12,501 +12,501 New
FOA
256
Five Oceans Advisors
California
$1.45M 12,500 +52 +0.4%
UCFA
257
United Capital Financial Advisors
Texas
$1.44M 12,396 -438 -3%
BPA
258
Beacon Pointe Advisors
California
$1.44M 12,376 -240 -2%
FGG
259
Financial Guidance Group
Florida
$1.44M 12,368 +1 +0%
PSF
260
Pacific Sun Financial
California
$1.43M 12,284 -870 -7%
SCG
261
Sonata Capital Group
Washington
$1.42M 12,196 – –
BFM
262
Broadview Financial Management
Wisconsin
$1.39M 11,979 +571 +5%
BTWM
263
Baker Tilly Wealth Management
Wisconsin
$1.38M 11,863 -90 -0.8%
KWM
264
Kingsview Wealth Management
Oregon
$1.37M 11,807 -180 -2%
LGA
265
Lebenthal Global Advisors
New York
$1.35M 11,609 -369 -3%
ASN
266
Advisory Services Network
Georgia
$1.34M 11,511 -7,055 -38%
ACA
267
Affinity Capital Advisors
California
$1.34M 11,488 – –
PFA
268
Pure Financial Advisors
California
$1.33M 11,413 -491 -4%
MAM
269
MWA Asset Management
Massachusetts
$1.32M 11,343 +296 +3%
SFA
270
Sequoia Financial Advisors
Ohio
$1.32M 11,341 +319 +3%
PFS
271
Prospera Financial Services
Texas
$1.31M 11,283 -854 -7%
CFO
272
Callan Family Office
Pennsylvania
$1.31M 11,272 – –
MMA
273
Miracle Mile Advisors
California
$1.29M 11,125 -52 -0.5%
CC
274
Courier Capital
New York
$1.29M 11,088 – –
AIG
275
American International Group
New York
$1.29M 11,065 -2,700 -20%
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