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 %
GLI
26
Guardian Life Insurance
New York
$49.1M 517,942 +20,935 +4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$44.5M 469,608 +13,105 +3%
ZB
28
Zions Bancorporation
Utah
$41.6M 439,411 -83,732 -16%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$38.2M 416,422 +14,093 +4%
FCBT
30
First Citizens Bank & Trust
North Carolina
$37.7M 398,236 +385,580 +3,047%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$37.1M 391,674 +40,574 +12%
SF
32
Synovus Financial
Georgia
$34.3M 362,225 +7,472 +2%
CPIG
33
Chicago Partners Investment Group
Illinois
$31.7M 328,821 +2,106 +0.6%
WWM
34
Windsor Wealth Management
Indiana
$30.9M 325,772 -6,733 -2%
MMEA
35
Main Management ETF Advisors
California
$27.7M 292,800 +12,800 +5%
RJA
36
Raymond James & Associates
Florida
$26.6M 280,593 +44,195 +19%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$25.5M 269,343 +10,049 +4%
KeyBank National Association
38
KeyBank National Association
Ohio
$24.1M 254,009 -9,834 -4%
TSW
39
Thompson Siegel & Walmsley
Virginia
$23.9M 251,827 +175,168 +229%
ANTB
40
AMG National Trust Bank
Colorado
$23.2M 244,371 +36,198 +17%
UB
41
UMB Bank
Missouri
$23M 243,178 -7,930 -3%
CMA
42
Cedar Mountain Advisors
Oregon
$22.8M 240,678 +240,678 New
NSCM
43
New South Capital Management
Tennessee
$22.1M 233,499 -24,300 -9%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.8M 229,654 -41,057 -15%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$21.7M 228,790 +1,976 +0.9%
ACA
46
Anchor Capital Advisors
Massachusetts
$20.6M 217,705 +23,318 +12%
HWA
47
Heritage Wealth Advisors
Virginia
$20.3M 214,025 +12,951 +6%
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$18.5M 194,717 -10,194 -5%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$17.3M 182,603 +3,415 +2%
BF
50
BOK Financial
Oklahoma
$16.8M 177,335 -12,373 -7%
1
2
3 4 5