IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

437 hedge funds and large institutions have $6.15B invested in iShares Russell Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 157 reducing their positions, and 36 closing their positions.

Holders
437
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
10.9%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
45
Increased
127
Reduced
157
Closed
36
Calls
$4.22M
Puts
$7.81M
Net Calls
-$3.59M
Net Calls Change
-$401K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$63.6M
2
TCT
2
TIAA CREF Trust
Missouri
$1.17B
3
Morgan Stanley
3
Morgan Stanley
New York
$369M
4
Stifel Financial
4
Stifel Financial
Missouri
$40M
5
Victory Capital Management
5
Victory Capital Management
Texas
$153M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10.8M
2
American Century Companies
2
American Century Companies
Missouri
$295M
3
Wells Fargo
3
Wells Fargo
California
$419M
4
Jane Street
4
Jane Street
New York
$0
5
US Bancorp
5
US Bancorp
Minnesota
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CPA
401
Clear Perspective Advisors
Illinois
$15K 175 – –
LNB
402
Ledyard National Bank
$13K 156 – –
PMFA
403
Plante Moran Financial Advisors
Michigan
$13K 162 – –
HT
404
Heritage Trust
Oklahoma
$13K 160 +160 New
WB
405
Webster Bank
Connecticut
$12K 150 – –
SFG
406
SevenBridge Financial Group
Pennsylvania
$12K 150 – –
VNA
407
Valley National Advisers
Pennsylvania
$11K 129 -47 -27%
TDC
408
Thompson Davis & Co
Virginia
$10K 116 – –
FFW
409
Fusion Family Wealth
New York
$10K 115 – –
DPA
410
Delphi Private Advisors
California
$10K 119 – –
SBL
411
Sargent Bickham Lagudis
Colorado
$10K 117 – –
FFC
412
First Financial Corp
Indiana
$10K 120 – –
GBT
413
Grove Bank & Trust
Florida
$9K 113 – –
CAL
414
Capital Advisors Ltd
Ohio
$9K 106 – –
EWM
415
Endurance Wealth Management
Rhode Island
$9K 111 +25 +29%
ACM
416
Armbruster Capital Management
New York
$9K 103 +103 New
WP
417
WealthPLAN Partners
Nebraska
$8.65K 105 +105 New
AF
418
Allworth Financial
California
$8K 93 – –
BAM
419
Brave Asset Management
New Jersey
$7K 79 +79 New
ATC
420
Adirondack Trust Company
New York
$7K 89 +89 New
CGT
421
Capital Guardian Trust
California
$5K 56 -1,224 -96%
IP
422
Intellectus Partners
California
$5K 57 – –
CFD
423
Creative Financial Designs
Indiana
$5K 66 +2 +3%
VanEck Associates
424
VanEck Associates
New York
$5K 59 +59 New
AIM
425
Anchor Investment Management
South Carolina
$4.98K 60 +60 New
15 16
17
18 19