IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.78%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
-$1.52M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$542M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$281M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$206M
4
US Bancorp
4
US Bancorp
Minnesota
$383M
5
SEI Investments
5
SEI Investments
Pennsylvania
$41.7M

Top Sellers

1
TF
1
TIAA FSB
Florida
$1.39B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$669M
4
AP
4
Advisors Preferred
Maryland
$6.54M
5
GG
5
GenWealth Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
451
Chevy Chase Trust
Maryland
$364K – – –
FUBT
452
First United Bank & Trust
Maryland
$363K -$7.83K -77 -2%
VPIM
453
Vanguard Personalized Indexing Management
California
$363K – – –
MBT
454
Montecito Bank & Trust
California
$363K +$23.6K +233 +7%
HSWM
455
Hubbell Strickland Wealth Management
Louisiana
$361K +$304 +3 +0.1%
BMCM
456
Bryn Mawr Capital Management
Pennsylvania
$359K +$103K +1,016 +40%
RCAG
457
Rehmann Capital Advisory Group
Michigan
$359K +$117K +1,156 +49%
MFGP
458
Marshall Financial Group (Pennsylvania)
Pennsylvania
$357K – – –
BEAM
459
Baker Ellis Asset Management
Washington
$355K -$61.6K -607 -15%
VWA
460
V Wealth Advisors
Kansas
$352K – – –
RWA
461
Ropes Wealth Advisors
Massachusetts
$349K -$2.44K -24 -0.7%
CWM
462
Cranbrook Wealth Management
Michigan
$349K – – –
EA
463
Eudaimonia Advisors
Tennessee
$348K – – –
APW
464
Acima Private Wealth
Virginia
$346K – – –
IWP
465
Icon Wealth Partners
Texas
$336K +$203 +2 +0.1%
PIA
466
Pinion Investment Advisors
Kansas
$335K +$335K +3,295 New
DT
467
Diversified Trust
Tennessee
$333K – – –
SIG
468
Stonegate Investment Group
Alabama
$331K +$11.7K +115 +4%
IAG
469
Investment Advisory Group
Massachusetts
$329K -$10.4K -103 -3%
MHS
470
M Holdings Securities
Oregon
$328K +$21.3K +210 +7%
PCA
471
Personal Capital Advisors
California
$323K -$14.3K -141 -4%
AFC
472
AFT Forsyth & Company
Florida
$323K -$4.16K -41 -1%
KWM
473
KerberRose Wealth Management
Wisconsin
$323K +$323K +3,182 New
MWM
474
Mission Wealth Management
California
$319K +$16K +158 +5%
DAS
475
Dynamic Advisor Solutions
Arizona
$317K +$317K +3,122 New
17 18
19
20 21