IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

830 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 260 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+89
Holders Change %
+12.01%
% of All Funds
13.39%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.58%
New
134
Increased
260
Reduced
258
Closed
32
Calls
$5.47M
Puts
$42K
Net Calls
+$5.43M
Net Calls Change
+$4.62M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$643M
2
US Bancorp
2
US Bancorp
Minnesota
$421M
3
GG
3
GenWealth Group
New Jersey
$13.2M
4
Ameriprise
4
Ameriprise
Minnesota
$170M
5
LI
5
Leeward Investments
Massachusetts
$8.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$845M
2
American Century Companies
2
American Century Companies
Missouri
$149M
3
TF
3
TIAA FSB
Florida
$1.37B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$262M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
501
Old Mission Capital
Illinois
$361K +$361K +3,426 New
ODIJL
502
One Day In July LLC
Vermont
$360K +$360K +3,420 New
SG
503
StoneX Group
New York
$360K -$112K -1,063 -24%
APW
504
Acima Private Wealth
Virginia
$359K – – –
KCM
505
Kanawha Capital Management
Virginia
$357K +$357K +3,390 New
SCA
506
Snowden Capital Advisors
New York
$357K +$357K +3,388 New
SIG
507
Stonegate Investment Group
Alabama
$357K +$8.43K +80 +2%
RLKPA
508
Robbie L. Kennerson P.A.
Florida
$356K +$356K +3,380 New
MWM
509
Maripau Wealth Management
Indiana
$355K -$18.3K -169 -5%
CWM
510
Cranbrook Wealth Management
Michigan
$352K – – –
HW
511
Hancock Whitney
Mississippi
$351K +$351K +3,333 New
IWA
512
Icon Wealth Advisors
Texas
$349K – – –
DT
513
Diversified Trust
Tennessee
$345K – – –
SWA
514
Stratos Wealth Advisors
Ohio
$342K -$50.6K -480 -13%
EA
515
Eudaimonia Advisors
Tennessee
$342K -$7.58K -72 -2%
MFG
516
Merit Financial Group
Georgia
$341K +$341K +3,241 New
IAG
517
Investment Advisory Group
Massachusetts
$340K – – –
PIFP
518
Partners in Financial Planning
Virginia
$340K – – –
RWA
519
Ropes Wealth Advisors
Massachusetts
$339K -$18.5K -176 -5%
FA
520
FDx Advisors
Illinois
$338K +$91.2K +866 +37%
MIC
521
Means Investment Company
Maine
$336K +$105 +1 +0%
WP
522
Westmount Partners
California
$328K +$328K +3,117 New
BAM
523
Berkshire Asset Management
Pennsylvania
$327K +$1.58K +15 +0.5%
DWA
524
Dougherty Wealth Advisers
Minnesota
$325K – – –
PA
525
PFG Advisors
Arizona
$324K -$55.6K -528 -15%
19 20
21
22 23