IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

741 hedge funds and large institutions have $9.69B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 272 reducing their positions, and 58 closing their positions.

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.81%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.59%
New
53
Increased
219
Reduced
272
Closed
58
Calls
$1.2M
Puts
$394K
Net Calls
+$809K
Net Calls Change
-$523K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$209M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$605M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$351M
4
Bank of America
4
Bank of America
North Carolina
$438M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$222M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$143M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$167M
3
SEI Investments
3
SEI Investments
Pennsylvania
$13.4M
4
TF
4
TIAA FSB
Florida
$1.29B
5
AFIMH
5
American Family Insurance Mutual Holding
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
276
Robertson Stephens Wealth Management
California
$1.04M -$231K -2,409 -18%
FNT
277
First National Trust
Pennsylvania
$1.04M -$126K -1,308 -11%
NCM
278
NCM Capital Management
New Jersey
$1.01M – – –
SYBT
279
Stock Yards Bank & Trust
Kentucky
$1.01M +$66.4K +691 +7%
Lido Advisors
280
Lido Advisors
California
$986K -$13K -135 -1%
KOC
281
Koss-Olinger Consulting
Florida
$957K -$22.1K -230 -2%
BI
282
Berkeley Inc
Idaho
$948K -$64.5K -671 -6%
JF
283
JSF Financial
California
$940K -$1.81M -18,900 -66%
CAM
284
Cresset Asset Management
Illinois
$933K -$480 -5 -0.1%
TNB
285
Thomasville National Bank
Georgia
$929K -$52.7K -548 -5%
RJT
286
Raymond James Trust
Florida
$927K +$244K +2,544 +36%
TP
287
Tranquility Partners
Tennessee
$922K – – –
FNBT
288
FineMark National Bank & Trust
Florida
$918K +$345K +3,589 +60%
GIA
289
Gladstone Institutional Advisory
Florida
$903K -$76K -792 -8%
VCM
290
Viewpoint Capital Management
Washington
$896K -$39.7K -413 -4%
EK
291
Evensky & Katz
Florida
$896K – – –
GTAM
292
Global Trust Asset Management
Florida
$896K +$178K +1,850 +25%
FMN
293
Financial Management Network
California
$887K +$54.7K +534 +7%
CAM
294
Cozad Asset Management
Illinois
$885K -$2.56M -26,671 -74%
BA
295
Ballew Advisors
Mississippi
$883K +$5.18K +53 +0.6%
Kovitz Investment Group Partners
296
Kovitz Investment Group Partners
Illinois
$878K +$384 +4 +0%
FFG
297
Fullen Financial Group
Ohio
$871K +$5.36K +51 +0.6%
DADC
298
D.A. Davidson & Co
Montana
$864K -$85.5K -890 -9%
CFB
299
Cullen/Frost Bankers
Texas
$858K -$119K -1,243 -12%
PP
300
Pegasus Partners
Wisconsin
$856K -$6.52M -67,860 -88%
10 11
12
13 14