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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

741 hedge funds and large institutions have $9.69B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.81%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.59%
New
53
Increased
219
Reduced
272
Closed
58
Calls
$1.2M
Puts
$394K
Net Calls
+$809K
Net Calls Change
-$523K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$209M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$605M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$351M
4
Bank of America
4
Bank of America
North Carolina
$438M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$222M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$143M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$167M
3
SEI Investments
3
SEI Investments
Pennsylvania
$13.4M
4
TF
4
TIAA FSB
Florida
$1.29B
5
AFIMH
5
American Family Insurance Mutual Holding
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
476
Investment Advisory Group
Massachusetts
$310K -$2.21K -23 -0.7%
MHS
477
M Holdings Securities
Oregon
$307K -$3.65K -38 -1%
PCA
478
Personal Capital Advisors
California
$307K +$2.11K +22 +0.7%
MIC
479
Means Investment Company
Maine
$306K -$95.7K -998 -24%
AFC
480
AFT Forsyth & Company
Florida
$305K – – –
WWM
481
Western Wealth Management
Colorado
$304K -$91.4K -951 -23%
PCA
482
Pallas Capital Advisors
Massachusetts
$302K +$920 +9 +0.3%
SHWM
483
Smith & Howard Wealth Management
Georgia
$297K – – –
CI
484
CX Institutional
Indiana
$296K -$76.7K -797 -21%
DWA
485
Dougherty Wealth Advisers
Minnesota
$296K – – –
BAM
486
Berkshire Asset Management
Pennsylvania
$296K +$22K +229 +8%
DAS
487
Dynamic Advisor Solutions
Arizona
$294K -$6.35K -66 -2%
KWS
488
Keystone Wealth Services
California
$294K – – –
PAI
489
Pittenger & Anderson Inc
Nebraska
$288K – – –
FB
490
First Bancorp
Maine
$288K +$288K +3,000 New
LIM
491
Lathrop Investment Management
Arkansas
$286K – – –
HTC
492
Haverford Trust Company
Pennsylvania
$286K +$35.9K +374 +14%
AWM
493
Apollon Wealth Management
South Carolina
$285K -$5.08K -53 -2%
AMM
494
American Money Management
California
$284K -$2.12K -22 -0.7%
FCM
495
Firestone Capital Management
Florida
$284K – – –
JWA
496
JFS Wealth Advisors
Pennsylvania
$282K – – –
Renaissance Technologies
497
Renaissance Technologies
New York
$279K – – –
FFC
498
First Financial Corp
Indiana
$278K +$68.9K +719 +33%
AWS
499
AJ Wealth Strategies
New York
$275K +$83.5K +869 +44%
ACM
500
Advisors Capital Management
New Jersey
$273K +$22.2K +205 +9%
18 19
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