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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K

Top Buyers

1
UBS AM
UBS AM
Illinois
+$403M
2
Victory Capital Management
Victory Capital Management
Texas
+$102M
3
Bank of America
Bank of America
North Carolina
+$66.7M
4
AP
Advisors Preferred
Maryland
+$46.9M
5
Morgan Stanley
Morgan Stanley
New York
+$36M

Top Sellers

1
TF
TIAA FSB
Florida
-$63.7M
2
American Century Companies
American Century Companies
Missouri
-$46.2M
3
Truist Financial
Truist Financial
North Carolina
-$24.2M
4
PAG
Private Advisor Group
New Jersey
-$8.26M
5
RWG
Regal Wealth Group
California
-$6.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
476
Keystone Wealth Services
California
$375K +$375K +3,064 New
SIS
477
Sound Income Strategies
Florida
$372K -$15.7K -128 -4%
IA
478
IFG Advisory
Georgia
$370K +$122 +1 +0%
PAI
479
Pittenger & Anderson Inc
Nebraska
$367K -$122 -1 -0%
MWM
480
Mission Wealth Management
California
$365K +$10.8K +88 +3%
LIM
481
Lathrop Investment Management
Arkansas
$365K +$365K +2,981 New
RIS
482
Retirement Income Solutions
Michigan
$364K +$8.8K +72 +2%
FCM
483
Firestone Capital Management
Florida
$362K – – –
AWA
484
Arkadios Wealth Advisors
Georgia
$361K -$5.39K -44 -1%
BFA
485
Bragg Financial Advisors
North Carolina
$360K – – –
JWA
486
JFS Wealth Advisors
Pennsylvania
$360K – – –
LAS
487
Lloyd Advisory Services
Georgia
$359K +$3.06K +25 +0.9%
FLI
488
Family Legacy Inc
South Carolina
$350K -$10.7K -87 -3%
DW
489
Domani Wealth
Pennsylvania
$349K -$36.1K -295 -9%
LC
490
LCNB Corp
Ohio
$349K – – –
CHJWM
491
Carlton Hofferkamp & Jenks Wealth Management
Texas
$349K +$1.04K +9 +0.3%
LCM
492
Leisure Capital Management
California
$349K +$349K +2,852 New
NAM
493
NTV Asset Management
West Virginia
$346K – – –
Lazard Asset Management
494
Lazard Asset Management
New York
$343K -$20.1K -165 -6%
MIC
495
Meridian Investment Counsel
California
$343K +$343K +2,805 New
PA
496
Pinnacle Associates
New York
$340K – – –
SCA
497
Snowden Capital Advisors
New York
$336K +$24.7K +202 +8%
MSFS
498
Main Street Financial Solutions
Pennsylvania
$333K – – –
CSWM
499
Cassady Schiller Wealth Management
Ohio
$330K +$330K +2,693 New
CAAS
500
Capital Asset Advisory Services
Michigan
$326K +$245 +2 +0.1%
18 19
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