IWS icon

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 %
EWA
276
ERTS Wealth Advisors
Michigan
$1.28M 11,033 -414 -4%
LB
277
Legacy Bridge
Iowa
$1.28M 11,011 – –
RB
278
Renasant Bank
Mississippi
$1.27M 10,885 -109 -1%
FI
279
FWG Investments
Kentucky
$1.25M 10,791 +10,791 New
RFG
280
REAP Financial Group
Texas
$1.25M 10,776 +10,776 New
WANY
281
Wealthspire Advisors (New York)
New York
$1.25M 10,756 +730 +7%
MCM
282
MV Capital Management
Maryland
$1.21M 10,415 +784 +8%
SFG
283
Sowa Financial Group
Rhode Island
$1.21M 10,397 -2,162 -17%
MWM
284
Meridian Wealth Management
Kentucky
$1.2M 10,353 -10,191 -50%
Fuller & Thaler Asset Management
285
Fuller & Thaler Asset Management
California
$1.19M 10,200 +9,340 +1,086%
BFC
286
Bedel Financial Consulting
Indiana
$1.18M 10,117 -678 -6%
GWMIA
287
Global Wealth Management Investment Advisory
Florida
$1.14M 9,828 -1,528 -13%
BI
288
Berkeley Inc
Idaho
$1.13M 9,701 -86 -0.9%
WB
289
West Bancorporation
Iowa
$1.12M 9,663 -5,023 -34%
EK
290
Evensky & Katz
Florida
$1.12M 9,613 +102 +1%
Bessemer Group
291
Bessemer Group
New Jersey
$1.12M 9,596 – –
KOC
292
Koss-Olinger Consulting
Florida
$1.11M 9,552 -368 -4%
LFA
293
LGT Financial Advisors
Texas
$1.1M 9,489 -1,741 -16%
BIA
294
BHK Investment Advisors
Alabama
$1.1M 9,485 -1,360 -13%
PCH
295
PGIM Custom Harvest
New Jersey
$1.1M 9,481 +1,159 +14%
CCG
296
Cypress Capital Group
Florida
$1.09M 9,343 +106 +1%
GIA
297
Gladstone Institutional Advisory
Florida
$1.08M 9,251 +25 +0.3%
TNB
298
Thomasville National Bank
Georgia
$1.07M 9,232 -262 -3%
RP
299
Reinhart Partners
Wisconsin
$1.07M 9,225 +9,225 New
TCA
300
Transcend Capital Advisors
New Jersey
$1.07M 9,221 -116 -1%
10 11
12
13 14