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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

794 hedge funds and large institutions have $9.82B invested in iShares Russell Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 232 increasing their positions, 297 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-36
Holders Change %
-4.34%
% of All Funds
12.71%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.51%
New
53
Increased
232
Reduced
297
Closed
72
Calls
$5.65M
Puts
$11K
Net Calls
+$5.64M
Net Calls Change
+$213K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$160M
2
Victory Capital Management
Victory Capital Management
Texas
+$52.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$22.6M
4
Betterment LLC
Betterment LLC
New York
+$15.1M
5
SEI Investments
SEI Investments
Pennsylvania
+$13.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$276M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$268M
3
Bank of America
Bank of America
North Carolina
-$42.8M
4
AWMS
Advocacy Wealth Management Services
Georgia
-$31.9M
5
Wells Fargo
Wells Fargo
California
-$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
501
First Bancorp
Maine
$319K – – –
WP
502
WealthPLAN Partners
Nebraska
$317K -$115K -1,084 -27%
LIM
503
Lathrop Investment Management
Arkansas
$317K – – –
MFG
504
Merit Financial Group
Georgia
$315K -$29.5K -278 -9%
FCM
505
Firestone Capital Management
Florida
$314K – – –
PI
506
PFG Investments
New York
$314K +$314K +2,957 New
EWA
507
EverSource Wealth Advisors
Alabama
$314K +$34.8K +328 +13%
MFG
508
MidWestOne Financial Group
Iowa
$313K +$64.5K +607 +26%
JWA
509
JFS Wealth Advisors
Pennsylvania
$312K – – –
MWM
510
Mission Wealth Management
California
$312K +$319 +3 +0.1%
IA
511
IFG Advisory
Georgia
$311K +$106 +1 +0%
PIA
512
Pinion Investment Advisors
Kansas
$309K +$107K +1,007 +53%
SWA
513
Stratos Wealth Advisors
Ohio
$309K -$36.4K -343 -11%
SCP
514
Stevens Capital Partners
Nebraska
$309K -$16.1K -152 -5%
AMM
515
American Money Management
California
$307K -$6.37K -60 -2%
FSA
516
Financial Sense Advisors
California
$306K -$1.7K -16 -0.6%
MC
517
Moors & Cabot
Massachusetts
$306K +$15.5K +146 +5%
AWS
518
AJ Wealth Strategies
New York
$304K – – –
BIG
519
Builder Investment Group
Georgia
$301K – – –
TA
520
TFG Advisers
Michigan
$300K +$5.95K +56 +2%
PA
521
PFG Advisors
Arizona
$298K -$27.9K -263 -9%
MIC
522
Meridian Investment Counsel
California
$298K – – –
GFS
523
GYL Financial Synergies
Connecticut
$297K +$13.1K +123 +5%
SAG
524
SageView Advisory Group
California
$296K +$296K +2,783 New
PA
525
Pinnacle Associates
New York
$295K -$6.9K -65 -2%
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