IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K

Top Buyers

1
UBS AM
UBS AM
Illinois
+$403M
2
Victory Capital Management
Victory Capital Management
Texas
+$102M
3
Bank of America
Bank of America
North Carolina
+$66.7M
4
AP
Advisors Preferred
Maryland
+$46.9M
5
Morgan Stanley
Morgan Stanley
New York
+$36M

Top Sellers

1
TF
TIAA FSB
Florida
-$63.7M
2
American Century Companies
American Century Companies
Missouri
-$46.2M
3
Truist Financial
Truist Financial
North Carolina
-$24.2M
4
PAG
Private Advisor Group
New Jersey
-$8.26M
5
RWG
Regal Wealth Group
California
-$6.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
301
Golden State Equity Partners
California
$1.07M +$2.32K +19 +0.2%
National Bank of Canada
302
National Bank of Canada
Quebec, Canada
$1.07M +$1.07M +8,730 New
TC
303
Trilogy Capital
California
$1.07M +$1.07M +8,718 New
BA
304
Ballew Advisors
Mississippi
$1.06M +$733 +6 +0.1%
PC
305
Port Capital
Illinois
$1.05M +$3.55K +29 +0.3%
BCM
306
BTR Capital Management
California
$1.05M – – –
PA
307
PFG Advisors
Arizona
$1.03M +$5.87K +48 +0.6%
RhumbLine Advisers
308
RhumbLine Advisers
Massachusetts
$1.03M +$244K +1,990 +31%
BFS
309
Bradley Foster & Sargent
Connecticut
$1.02M +$1.02M +8,371 New
CCT
310
Country Club Trust
Missouri
$1.01M +$138K +1,125 +16%
PFT
311
Providence First Trust
Arizona
$1M – – –
FFG
312
Fullen Financial Group
Ohio
$1M -$3.06K -25 -0.3%
SIA
313
Stegner Investment Associates
Kentucky
$997K – – –
DI
314
DAGCO Inc
Ohio
$995K +$71.7K +586 +8%
KWM
315
Kingsview Wealth Management
Oregon
$994K -$785K -6,418 -44%
IWC
316
Integrated Wealth Concepts
Massachusetts
$985K -$38.9K -318 -4%
B
317
Bailard
California
$979K – – –
FCH
318
Freestone Capital Holdings
Washington
$978K +$182K +1,489 +23%
PMG
319
Private Management Group
California
$971K – – –
WHG
320
Westwood Holdings Group
Texas
$970K +$970K +7,928 New
FMN
321
Financial Management Network
California
$965K +$4.82K +39 +0.5%
LW
322
Linscomb Wealth
Texas
$956K – – –
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
$951K +$951K +7,768 New
FWM
324
Frontier Wealth Management
Missouri
$945K -$95.4K -779 -9%
RJT
325
Raymond James Trust
Florida
$932K +$37.3K +305 +4%
11 12
13
14 15