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 %
PAS
376
Park Avenue Securities
New York
$656K +$656K +5,362 New
TA
377
Tiedemann Advisors
New York
$654K – – –
TI
378
Truepoint Inc
Ohio
$649K – – –
MWM
379
Maripau Wealth Management
Indiana
$646K +$646K +5,448 New
TWP
380
Total Wealth Planning
Ohio
$633K +$168K +1,933 +36%
WAL
381
W Advisors LLC
Tennessee
$632K +$632K +5,165 New
AWM
382
Atticus Wealth Management
Florida
$629K +$2.82K +23 +0.4%
GPA
383
Guidance Point Advisors
Massachusetts
$628K +$2.69K +22 +0.4%
Luther King Capital Management (LKCM)
384
Luther King Capital Management (LKCM)
Texas
$626K -$579K – –
CWM
385
Cahaba Wealth Management
Georgia
$624K -$30.7K -251 -5%
AA
386
Alesco Advisors
New York
$617K – – –
SVWAG
387
Sound View Wealth Advisors Group
Georgia
$610K – – –
DC
388
Davenport & Co
Virginia
$608K +$17.6K +144 +3%
BRWA
389
B. Riley Wealth Advisors
Florida
$603K +$231K +1,888 +62%
PFC
390
Phocas Financial Corp
California
$600K – – –
IC
391
IEQ Capital
California
$595K +$122 +1 +0%
BCM
392
BTC Capital Management
Iowa
$589K +$214K +1,745 +57%
FWP
393
Falcon Wealth Planning
California
$584K -$856 -7 -0.1%
PWM
394
PRW Wealth Management
Massachusetts
$583K – – –
TC
395
TownSquare Capital
Utah
$582K +$333K +2,728 +134%
MMA
396
Miracle Mile Advisors
California
$581K +$3.67K +30 +0.6%
TGAM
397
TBH Global Asset Management
Tennessee
$579K – – –
CCM
398
Cohen Capital Management
California
$574K +$3.18K +26 +0.6%
SWPG
399
Strategic Wealth Partners Group
Illinois
$574K +$22.9K +187 +4%
MAM
400
Meeder Asset Management
Ohio
$572K -$527K -4,308 -48%
14 15
16
17 18