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.

Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.79%
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 Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$61M 600,677 -46,937 -7%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$52.4M 515,508 -116,322 -18%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$50.6M 498,136 -20,264 -4%
HWA
29
Heritage Wealth Advisors
Virginia
$47.3M 465,294 +93,202 +25%
SEI Investments
30
SEI Investments
Pennsylvania
$41.7M 410,079 +276,099 +206%
SF
31
Synovus Financial
Georgia
$37.8M 372,090 +297 +0.1%
ANTB
32
AMG National Trust Bank
Colorado
$37.5M 367,624 +583 +0.2%
WWM
33
Windsor Wealth Management
Indiana
$34.9M 340,737 +39,551 +13%
CPIG
34
Chicago Partners Investment Group
Illinois
$32.8M 297,461 +3,451 +1%
AWMS
35
Advocacy Wealth Management Services
Georgia
$32.2M 316,941 +25,928 +9%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$31.7M 312,515 +24,885 +9%
Mariner
37
Mariner
Kansas
$30.7M 302,063 +2,938 +1%
OCM
38
One Capital Management
California
$28.7M 282,630 +6,479 +2%
KAS
39
Kestra Advisory Services
Texas
$28.4M 279,755 +39,287 +16%
VNIM
40
Vaughan Nelson Investment Management
Texas
$27.7M 272,320 +29,305 +12%
WFAG
41
Wescott Financial Advisory Group
Pennsylvania
$27.4M 269,887 +1,385 +0.5%
CMA
42
Cedar Mountain Advisors
Oregon
$24.5M 241,328 -3,289 -1%
ACA
43
Anchor Capital Advisors
Massachusetts
$24.2M 238,376 +158,472 +198%
M&T Bank
44
M&T Bank
New York
$23.7M 247,492 +21,098 +9%
BCIM
45
Bishop & Co Investment Management
Pennsylvania
$23.1M 227,762 -7,586 -3%
RJA
46
Raymond James & Associates
Florida
$23M 226,911 -1,114 -0.5%
KeyBank National Association
47
KeyBank National Association
Ohio
$21.7M 214,051 +191 +0.1%
Brown Advisory
48
Brown Advisory
Maryland
$20.1M 197,482 +1,597 +0.8%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$20M 196,478 +17,825 +10%
AFIMH
50
American Family Insurance Mutual Holding
Wisconsin
$19.8M 194,604 – –
1
2
3 4 5