IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

536 hedge funds and large institutions have $7.96B invested in iShares Russell Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 190 reducing their positions, and 34 closing their positions.

Holders
536
Holders Change
-6
Holders Change %
-1.11%
% of All Funds
11.77%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
32
Increased
158
Reduced
190
Closed
34
Calls
$359K
Puts
$816K
Net Calls
-$457K
Net Calls Change
-$635K

Top Buyers

1
SCM
1
Sterling Capital Management
North Carolina
$152M
2
US Bancorp
2
US Bancorp
Minnesota
$144M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
TF
4
TIAA FSB
Florida
$1.54B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$684M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$330M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$49.1M
3
SB
3
Suntrust Banks
Georgia
$36.5M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$73K
5
NP
5
NorthRock Partners
Minnesota
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
501
TimeScale Financial
Massachusetts
$14K 153 -602 -80%
LWM
502
Liberty Wealth Management
California
$14K 150 -1 -0.7%
HPC
503
HM Payson & Co
Maine
$13K 150 – –
GI
504
Gradient Investments
Minnesota
$13K 144 +139 +2,780%
CAN
505
Claraphi Advisory Network
United States
$13K 147 +147 New
SIS
506
Sound Income Strategies
Florida
$12K 130 – –
FFW
507
Fusion Family Wealth
New York
$12K 129 – –
EWM
508
Endurance Wealth Management
Rhode Island
$12K 137 – –
POIA
509
Pin Oak Investment Advisors
Texas
$11K 128 – –
HS
510
Horan Securities
United States
$11K 125 – –
AA
511
AlphaMark Advisors
Kentucky
$11K 120 – –
FFC
512
First Financial Corp
Indiana
$11K 120 – –
TWA
513
TCI Wealth Advisors
Arizona
$11K 127 +9 +8%
TA
514
Thor Advisors
New York
$11K 119 +119 New
IRC
515
Investors Research Corp
Georgia
$10K 116 – –
WCG
516
Weaver Consulting Group
California
$10K 105 – –
BCI
517
Brinker Capital Investments
Pennsylvania
$10K 112 – –
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$10K 113 +3 +3%
MG
519
MilWealth Group
Wisconsin
$9.87K 110 -90 -45%
KWA
520
KCS Wealth Advisory
California
$7.18K 80 +80 New
HFM
521
Hartford Financial Management
Connecticut
$7K 80 – –
TCM
522
TD Capital Management
Tennessee
$7K 77 +1 +1%
RFA
523
Reilly Financial Advisors
California
$6K 65 – –
BWA
524
BDO Wealth Advisors
Florida
$5K 53 – –
GAM
525
Gemmer Asset Management
California
$5K 57 +57 New
19 20
21
22 23