IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

541 hedge funds and large institutions have $7.26B invested in iShares Russell Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 130 increasing their positions, 232 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
11.12%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.55%
New
60
Increased
130
Reduced
232
Closed
46
Calls
$1.4M
Puts
$892K
Net Calls
+$506K
Net Calls Change
+$138K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$324M
2
Truist Financial
2
Truist Financial
North Carolina
$355M
3
Morgan Stanley
3
Morgan Stanley
New York
$744M
4
GG
4
GenWealth Group
New Jersey
$12.4M
5
Brown Advisory
5
Brown Advisory
Maryland
$10.2M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$107M
2
Betterment LLC
2
Betterment LLC
New York
$154M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$623M
4
CB
4
Commerce Bank
Missouri
$301M
5
Bank of America
5
Bank of America
North Carolina
$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
376
Lazard Asset Management
New York
$227K – – –
QCM
377
Quest Capital Management
Texas
$227K +$227K +2,972 New
PA
378
Pinnacle Associates
New York
$220K +$220K +2,871 New
CIC
379
Carnegie Investment Counsel
Ohio
$218K -$46.7K -613 -18%
FCA
380
FinTrust Capital Advisors
South Carolina
$218K +$164K +2,141 +302%
NWM
381
Northwest Wealth Management
Iowa
$217K +$217K +2,831 New
SYBT
382
Stock Yards Bank & Trust
Kentucky
$215K +$215K +2,808 New
UBV
383
United Bank (Virginia)
Virginia
$214K +$214K +2,800 New
EFS
384
Essex Financial Services
Connecticut
$211K +$211K +2,762 New
DC
385
Davenport & Co
Virginia
$210K +$210K +2,746 New
PFBT
386
Parkside Financial Bank & Trust
Missouri
$209K +$25.3K +331 +14%
AIA
387
Arbor Investment Advisors
North Carolina
$207K +$207K +2,704 New
HCIA
388
Hochman Cole Investment Advisors
Illinois
$207K +$207K +2,709 New
MCWS
389
McKinley Carter Wealth Services
West Virginia
$203K +$203K +2,647 New
WF
390
Welch & Forbes
Massachusetts
$203K +$203K +2,658 New
VFA
391
Voya Financial Advisors
Connecticut
$202K -$77.1K -1,021 -28%
MFGP
392
Marshall Financial Group (Pennsylvania)
Pennsylvania
$202K +$202K +2,644 New
PFG
393
Pacific Financial Group
Washington
$201K – – –
RFN
394
RDA Financial Network
Iowa
$201K +$201K +2,626 New
CFA
395
Carroll Financial Associates
North Carolina
$196K – – –
BWA
396
Burt Wealth Advisors
Maryland
$182K – – –
FCB
397
First Command Bank
Texas
$181K -$87.4K -1,143 -33%
FCFS
398
First Command Financial Services
Texas
$181K -$87.4K -1,143 -33%
SC
399
Steph & Co
Wisconsin
$179K -$19.2K -251 -10%
TFGT
400
TS Financial Group (TSFG)
Illinois
$179K +$305 +4 +0.2%
14 15
16
17 18