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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 %
BIA
276
BHK Investment Advisors
Alabama
$1.13M 10,845 -3,017 -22%
YIH
277
Y-Intercept (HK)
Hong Kong
$1.13M 10,811 +10,811 New
BFC
278
Bedel Financial Consulting
Indiana
$1.13M 10,795 +765 +8%
LGG
279
Luts & Greenleigh Group
Maryland
$1.1M 10,564 +762 +8%
FWTB
280
First Western Trust Bank
Colorado
$1.09M 10,467 +388 +4%
WANY
281
Wealthspire Advisors (New York)
New York
$1.05M 10,026 +424 +4%
KOC
282
Koss-Olinger Consulting
Florida
$1.04M 9,920 -17 -0.2%
BI
283
Berkeley Inc
Idaho
$1.02M 9,787 -21 -0.2%
MCM
284
MV Capital Management
Maryland
$1M 9,631 +39 +0.4%
Bessemer Group
285
Bessemer Group
New Jersey
$1M 9,596 +6,567 +217%
IWC
286
Integrated Wealth Concepts
Massachusetts
$999K 9,577 +15 +0.2%
EK
287
Evensky & Katz
Florida
$992K 9,511 – –
TNB
288
Thomasville National Bank
Georgia
$991K 9,494 +51 +0.5%
BFS
289
Bradley Foster & Sargent
Connecticut
$988K 8,991 – –
FWP
290
Falcon Wealth Planning
California
$980K 9,396 +28 +0.3%
TCA
291
Transcend Capital Advisors
New Jersey
$974K 9,337 -88 -0.9%
CCG
292
Cypress Capital Group
Florida
$964K 9,237 +732 +9%
GIA
293
Gladstone Institutional Advisory
Florida
$963K 9,226 +37 +0.4%
CAL
294
Capital Analysts LLC
Pennsylvania
$954K 9,145 +970 +12%
FAIM
295
Financial Advocates Investment Management
Washington
$947K 9,035 +5,749 +175%
Kovitz Investment Group Partners
296
Kovitz Investment Group Partners
Illinois
$946K 9,062 -30 -0.3%
OPS
297
Orion Portfolio Solutions
Nebraska
$935K 8,965 -14,249 -61%
BCI
298
Brinker Capital Investments
Pennsylvania
$935K 8,965 -14,249 -61%
FNT
299
First National Trust
Pennsylvania
$931K 8,919 – –
VCM
300
Viewpoint Capital Management
Washington
$926K 8,879 – –
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12
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