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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

761 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 72 closing their positions.

Holders
761
Holders Change
-20
Holders Change %
-2.56%
% of All Funds
12.04%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.52%
New
68
Increased
273
Reduced
221
Closed
72
Calls
$2.85M
Puts
–
Net Calls
+$2.85M
Net Calls Change
+$166K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$278M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$158M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$281M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$105M
5
US Bancorp
5
US Bancorp
Minnesota
$404M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$813M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62M
4
TF
4
TIAA FSB
Florida
$2.07B
5
AAP
5
Arax Advisory Partners
Colorado
$127K
Name Market Value Shares Shares
Change 		Shares
Change %
HWIS
276
Hancock Whitney Investment Services
Louisiana
$1.38M 11,529 +193 +2%
LB
277
Legacy Bridge
Iowa
$1.33M 11,111 – –
TNB
278
Thomasville National Bank
Georgia
$1.31M 10,912 -19 -0.2%
SW
279
SVB Wealth
Massachusetts
$1.27M 10,609 +30 +0.3%
NCM
280
NCM Capital Management
New Jersey
$1.26M 10,566 +6,566 +164%
Kovitz Investment Group Partners
281
Kovitz Investment Group Partners
Illinois
$1.24M 10,352 -3,720 -26%
DADC
282
D.A. Davidson & Co
Montana
$1.22M 10,225 -1,378 -12%
VCP
283
Verus Capital Partners
Arizona
$1.21M 10,085 +10,085 New
KOC
284
Koss-Olinger Consulting
Florida
$1.2M 10,034 -510 -5%
GIA
285
Gladstone Institutional Advisory
Florida
$1.2M 10,032 -195 -2%
TP
286
Tranquility Partners
Tennessee
$1.15M 9,604 +259 +3%
Lido Advisors
287
Lido Advisors
California
$1.15M 9,575 -161 -2%
DIA
288
Dana Investment Advisors
Wisconsin
$1.14M 9,552 -1,424 -13%
Kayne Anderson Rudnick Investment Management
289
Kayne Anderson Rudnick Investment Management
California
$1.14M 9,505 -4,674 -33%
PC
290
Port Capital
Illinois
$1.13M 9,461 +853 +10%
VCM
291
Viewpoint Capital Management
Washington
$1.12M 9,399 -2,540 -21%
NEWAS
292
N.E.W. Advisory Services
Wisconsin
$1.12M 10,289 +3,570 +53%
WP
293
WealthShield Partners
North Carolina
$1.12M 9,346 -2,594 -22%
PFG
294
Peterson Financial Group
Iowa
$1.11M 9,308 -9 -0.1%
EK
295
Evensky & Katz
Florida
$1.11M 9,292 +262 +3%
BCM
296
Brookstone Capital Management
Illinois
$1.11M 9,388 +156 +2%
TCA
297
Transcend Capital Advisors
New Jersey
$1.09M 9,105 +9,105 New
BA
298
Ballew Advisors
Mississippi
$1.09M 9,116 +470 +5%
AWM
299
Aprio Wealth Management
Georgia
$1.07M 8,932 -30,361 -77%
IB
300
Intrust Bank
Kansas
$1.07M 8,907 – –
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