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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.48%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$238M
2
Bank of America
Bank of America
North Carolina
$470M
3
Corient Private Wealth
Corient Private Wealth
Florida
$46.3M
4
ACA
Anchor Capital Advisors
Massachusetts
$38.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$749M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$96.7M
2
BCIM
Bishop & Co Investment Management
Pennsylvania
$229K
3
Osaic Holdings
Osaic Holdings
Arizona
$38.9M
4
Victory Capital Management
Victory Capital Management
Texas
$146M
5
Wells Fargo
Wells Fargo
California
$487M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
451
Atticus Wealth Management
Florida
$388K – – –
KWS
452
Keystone Wealth Services
California
$388K +$80.2K +769 +26%
EAM
453
Evanson Asset Management
California
$385K – – –
FA
454
Financial Alternatives
California
$382K -$42.7K -409 -10%
NEWAS
455
N.E.W. Advisory Services
Wisconsin
$377K -$5.74K -55 -1%
Chevy Chase Trust
456
Chevy Chase Trust
Maryland
$374K – – –
VFA
457
Valeo Financial Advisors
Indiana
$370K -$24.1K -231 -6%
PWM
458
PRW Wealth Management
Massachusetts
$370K +$370K +3,761 New
BP
459
Ballentine Partners
Massachusetts
$369K – – –
TC
460
Trilogy Capital
California
$368K -$18.8K -180 -5%
HAS
461
Holland Advisory Services
Florida
$367K -$16.7K -160 -4%
FLPIM
462
F.L. Putnam Investment Management
Massachusetts
$367K – – –
AWA
463
Artemis Wealth Advisors
New York
$365K – – –
BEAM
464
Baker Ellis Asset Management
Washington
$365K – – –
SG
465
StoneX Group
New York
$362K +$15.6K +149 +5%
SB
466
Simmons Bank
Arkansas
$361K +$18.5K +177 +5%
HSWM
467
Hubbell Strickland Wealth Management
Louisiana
$357K +$39.2K +376 +12%
CIA
468
Compass Ion Advisors
Pennsylvania
$357K +$357K +3,420 New
KCM
469
Kanawha Capital Management
Virginia
$354K – – –
OLVIG
470
Oliver Lagore Vanvalin Investment Group
Michigan
$354K -$695K -6,661 -66%
HI
471
Harbour Investments
Wisconsin
$352K -$3.13K -30 -0.9%
CWM
472
Cranbrook Wealth Management
Michigan
$349K – – –
CCM
473
Cohen Capital Management
California
$347K -$76.6K -734 -18%
IWP
474
Icon Wealth Partners
Texas
$346K – – –
PI
475
PFG Investments
New York
$344K +$5.22K +50 +2%
17 18
19
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