IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

531 hedge funds and large institutions have $7.31B invested in iShares Russell Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 180 increasing their positions, 137 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+28
Holders Change %
+5.57%
% of All Funds
11.85%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.62%
New
94
Increased
180
Reduced
137
Closed
60
Calls
$214K
Puts
$775K
Net Calls
-$561K
Net Calls Change
-$642K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$391M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$75.3M
3
FIA
3
Foundations Investment Advisors
Arizona
$41M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$42.6M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$45.6M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$193M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$342M
3
SS
3
Simplicity Solutions
Minnesota
$616K
4
AWM
4
AE Wealth Management
Kansas
$589K
5
GG
5
GenWealth Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
276
L & S Advisors
California
$483K +$483K +6,320 New
DWA
277
Dougherty Wealth Advisers
Minnesota
$477K +$477K +5,640 New
CGA
278
Crescent Grove Advisors
Illinois
$473K -$106K -1,388 -18%
GVAG
279
Great Valley Advisor Group
Delaware
$472K +$472K +6,183 New
CFGS
280
Concourse Financial Group Securities
Alabama
$461K +$401K +5,253 +662%
QCG
281
Quadrant Capital Group
Ohio
$459K -$120K -1,600 -21%
AFP
282
Ausdal Financial Partners
Iowa
$458K -$1.43M -18,748 -76%
CC
283
Courier Capital
New York
$457K – – –
NPF
284
Norris Perne & French
Michigan
$455K – – –
TFA
285
Transamerica Financial Advisors
Florida
$455K +$455K +5,954 +595,400%
APP
286
Avantax Planning Partners
Iowa
$450K +$404K +5,295 +888%
FNBT
287
FineMark National Bank & Trust
Florida
$445K +$73.2K +959 +20%
BFPW
288
BOK Financial Private Wealth
Colorado
$438K -$121K -1,590 -22%
CCM
289
Cohen Capital Management
California
$435K – – –
MCM
290
McKinley Capital Management
Alaska
$419K +$419K +5,485 New
CWM
291
Cranbrook Wealth Management
Michigan
$417K – – –
FLI
292
Family Legacy Inc
South Carolina
$412K +$1.53K +20 +0.4%
KWM
293
Kingsview Wealth Management
Oregon
$409K -$17.2K -225 -4%
FNBOO
294
First National Bank of Omaha
Nebraska
$408K – – –
FA
295
FDx Advisors
Illinois
$404K +$155K +2,027 +62%
CRM
296
Cramer Rosenthal McGlynn
Connecticut
$402K +$402K +5,260 New
CWM
297
Cordatus Wealth Management
Pennsylvania
$401K +$401K +5,252 New
PWM
298
Perigon Wealth Management
California
$400K +$400K +4,835 New
FFBTD
299
First Financial Bank - Trust Division
Ohio
$398K – – –
Cetera Investment Advisers
300
Cetera Investment Advisers
Illinois
$394K -$1.46K -19 -0.4%
10 11
12
13 14