IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

434 hedge funds and large institutions have $7.03B invested in iShares Russell Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
10.84%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
35
Increased
142
Reduced
135
Closed
35
Calls
$26.7M
Puts
$1.61M
Net Calls
+$25M
Net Calls Change
+$25.4M

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.81B
2
Goldman Sachs
2
Goldman Sachs
New York
$74.8M
3
LFAS
3
Level Four Advisory Services
Texas
$29.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$358M
5
American Century Companies
5
American Century Companies
Missouri
$367M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$69.7M
2
UBS AM
2
UBS AM
Illinois
$73.5K
3
Stifel Financial
3
Stifel Financial
Missouri
$9.11M
4
Bank of America
4
Bank of America
North Carolina
$287M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$29.7M 349,159 +345,595 +9,697%
SAM
27
Sentinel Asset Management
Vermont
$27.2M 320,641 +820 +0.3%
SF
28
Synovus Financial
Georgia
$27.2M 320,392 -5,697 -2%
WSTAM
29
Wilbanks Smith & Thomas Asset Management
Virginia
$26.4M 310,675 +2,974 +1%
KeyBank National Association
30
KeyBank National Association
Ohio
$26.3M 309,241 -12,966 -4%
Truist Financial
31
Truist Financial
North Carolina
$25.6M 301,519 -21,947 -7%
RJA
32
Raymond James & Associates
Florida
$22.8M 268,687 +12,846 +5%
UB
33
UMB Bank
Missouri
$22.8M 268,372 -5,789 -2%
CPIG
34
Chicago Partners Investment Group
Illinois
$21.6M 254,693 +161,348 +173%
NSCM
35
New South Capital Management
Tennessee
$21.4M 252,100 +35,950 +17%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$21.4M 252,068 +8,320 +3%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$20M 234,930 -16,489 -7%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$19.8M 232,995 -16,112 -6%
BF
39
BOK Financial
Oklahoma
$19.4M 228,761 -16,578 -7%
TSW
40
Thompson Siegel & Walmsley
Virginia
$19.3M 227,416 +159,973 +237%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.3M 203,200 +36,700 +22%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$16.9M 198,746 +1,485 +0.8%
MML Investors Services
43
MML Investors Services
Massachusetts
$16.8M 198,237 +3,307 +2%
JIC
44
Johnson Investment Counsel
Ohio
$16.5M 194,320 -7,991 -4%
FPIS
45
Financial Planning & Information Services
Wisconsin
$16.4M 193,020 -1,507 -0.8%
NP
46
NorthRock Partners
Minnesota
$15.8M 186,437 +16,068 +9%
ANTB
47
AMG National Trust Bank
Colorado
$15.6M 184,119 +637 +0.3%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$15.6M 183,925 +7,939 +5%
IWA
49
Inspirion Wealth Advisors
Illinois
$15.3M 180,003 +7,482 +4%
AMG
50
Asset Management Group
Connecticut
$14.1M 165,644 +1,333 +0.8%
1
2
3 4 5