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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

620 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 206 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+84
Holders Change %
+15.67%
% of All Funds
12.24%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.75%
New
123
Increased
206
Reduced
145
Closed
32
Calls
$315K
Puts
$540K
Net Calls
-$225K
Net Calls Change
+$232K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$361M
2
American Century Companies
American Century Companies
Missouri
$416M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$175M
5
FCBT
First Citizens Bank & Trust
North Carolina
$37.7M

Top Sellers

1
SGAM
Stephens Group Asset Management
Arkansas
$85M
2
Axa
Axa
France
$0
3
M&T Bank
M&T Bank
New York
$0
4
AP
Advisors Preferred
Maryland
$0
5
Ameriprise
Ameriprise
Minnesota
$86.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
326
Evensky & Katz
Florida
$457K +$6.25K +66 +1%
MWM
327
McNaughton Wealth Management
California
$457K +$457K +4,830 New
ECG
328
Edge Capital Group
Georgia
$456K – – –
DW
329
Domani Wealth
Pennsylvania
$456K +$3.32K +35 +0.7%
CWM
330
Cordatus Wealth Management
Pennsylvania
$442K -$5.97K -63 -1%
MPW
331
MA Private Wealth
California
$441K -$459K -4,843 -51%
AFC
332
AFT Forsyth & Company
Florida
$441K -$31.5K -332 -7%
LC
333
LCNB Corp
Ohio
$435K – – –
WAM
334
Wealthspire Advisors (Maryland)
Maryland
$435K +$19.7K +208 +5%
EAMA
335
EFG Asset Management (Americas)
Florida
$427K +$111K +1,171 +35%
DJSG
336
D.J. St. Germain
Massachusetts
$427K +$118K +1,249 +38%
MCM
337
Manchester Capital Management
Vermont
$415K – – –
AIM
338
Allen Investment Management
New York
$413K -$6.16K -65 -1%
GFP
339
Gryphon Financial Partners
Ohio
$412K +$10.5K +111 +3%
NFG
340
Nadler Financial Group
Illinois
$410K +$410K +4,325 New
CBU
341
CIBC Bank USA
Illinois
$407K -$59.7K -630 -13%
OFG
342
Oxford Financial Group
Indiana
$407K +$5.68K +60 +1%
Chevy Chase Trust
343
Chevy Chase Trust
Maryland
$406K – – –
LSA
344
L & S Advisors
California
$404K +$78.8K +832 +24%
CWS
345
Cypress Wealth Services
California
$399K – – –
FCM
346
Firestone Capital Management
Florida
$394K +$394K +4,160 New
FA
347
FDx Advisors
Illinois
$392K -$31.2K -329 -7%
BEAM
348
Baker Ellis Asset Management
Washington
$389K -$9.66K -102 -2%
1SB
349
1ST Source Bank
Indiana
$388K – – –
BAM
350
Berkshire Asset Management
Pennsylvania
$387K +$21K +221 +6%
12 13
14
15 16