IWS icon

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.

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
1
Truist Financial
North Carolina
$361M
2
EH
2
Equitable Holdings
New York
$69.7M
3
American Century Companies
3
American Century Companies
Missouri
$416M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M

Top Sellers

1
SGAM
1
Stephens Group Asset Management
Arkansas
$85M
2
Axa
2
Axa
France
$0
3
M&T Bank
3
M&T Bank
New York
$0
4
AP
4
Advisors Preferred
Maryland
$0
5
Ameriprise
5
Ameriprise
Minnesota
$86.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TFGT
451
TS Financial Group (TSFG)
Illinois
$221K 2,330 +6 +0.3%
LAS
452
Lloyd Advisory Services
Georgia
$221K 2,334 +2,334 New
FHA
453
Flagship Harbor Advisors
Massachusetts
$220K 2,320 -325 -12%
AA
454
Ancora Advisors
Ohio
$218K 2,297 – –
MC
455
Moors & Cabot
Massachusetts
$218K 2,290 +2,290 New
SC
456
Steph & Co
Wisconsin
$218K 2,305 +2,305 New
TC
457
TownSquare Capital
Utah
$217K 2,298 -32 -1%
FFG
458
Ford Financial Group
California
$216K 2,284 +13 +0.6%
PPP
459
Private Portfolio Partners
New Jersey
$214K 2,262 +1 +0%
TCBWMS
460
Texas Capital Bank Wealth Management Services
Texas
$212K 2,239 +2,239 New
CL
461
CPWM LLC
Washington
$209K 2,201 +2,201 New
DWM
462
Dakota Wealth Management
Florida
$209K 2,206 +2,206 New
NPF
463
Norris Perne & French
Michigan
$208K 2,198 -3,787 -63%
SC
464
SouthState Corp
Florida
$208K 2,194 +2,194 New
ACA
465
Aptus Capital Advisors
Alabama
$206K 2,174 – –
S
466
SignatureFD
Georgia
$206K 2,175 +47 +2%
FBB
467
Fulton Breakefield Broenniman
Maryland
$205K 2,161 +2,161 New
CDIA
468
Capital Directions Investment Advisors
Georgia
$201K 2,125 – –
Fiera Capital (Canada)
469
Fiera Capital (Canada)
Quebec, Canada
$201K 2,122 +2,122 New
HF
470
Halpern Financial
Virginia
$196K 2,070 +2,070 New
PA
471
Parallel Advisors
California
$191K 2,015 -82 -4%
GWS
472
Glassman Wealth Services
Virginia
$181K 1,914 +366 +24%
TAM
473
Townsend Asset Management
North Carolina
$172K 1,816 +1,816 New
BFC
474
Bedel Financial Consulting
Indiana
$164K 1,726 – –
SIS
475
SVB Investment Services
Utah
$161K 1,697 +1,697 New
17 18
19
20 21