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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

671 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 44 closing their positions.

Holders
671
Holders Change
+16
Holders Change %
+2.44%
% of All Funds
11.71%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.66%
New
67
Increased
227
Reduced
206
Closed
44
Calls
$2.24M
Puts
$230K
Net Calls
+$2.01M
Net Calls Change
+$580K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$652M
2
AP
2
Advisors Preferred
Maryland
$56M
3
AAP
3
Arax Advisory Partners
Colorado
$38.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$217M
5
US Bancorp
5
US Bancorp
Minnesota
$311M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$76.5M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.07B
4
TF
4
TIAA FSB
Florida
$2.14B
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FMC
526
First Merchants Corp
Indiana
$204K 1,770 +1,770 New
LFAS
527
Level Four Advisory Services
Texas
$203K 1,763 -114 -6%
WWM
528
Western Wealth Management
Colorado
$201K 1,752 +1,752 New
FCB
529
First Command Bank
Texas
$197K 1,717 – –
FCFS
530
First Command Financial Services
Texas
$197K 1,717 – –
GWS
531
Glassman Wealth Services
Virginia
$180K 1,564 +16 +1%
HFS
532
HBC Financial Services
Washington
$179K 1,620 – –
KFI
533
Key Financial Inc
Pennsylvania
$170K 1,471 -112 -7%
COCM
534
Charter Oak Capital Management
New Hampshire
$170K 1,478 -99 -6%
CFGS
535
Concourse Financial Group Securities
Alabama
$170K 1,476 +164 +13%
BAM
536
Barrett Asset Management
New York
$158K 1,376 – –
AIM
537
Anchor Investment Management
South Carolina
$150K 1,305 – –
HF
538
Halpern Financial
Virginia
$148K 1,284 -42 -3%
PWMG
539
Prestige Wealth Management Group
New Jersey
$147K 1,279 – –
EBSAM
540
Eubel Brady & Suttman Asset Management
Ohio
$146K 1,335 -1,335 -50%
RDWM
541
Red Door Wealth Management
Tennessee
$145K 1,267 +1,267 New
FPS
542
Fieldpoint Private Securities
Connecticut
$137K 1,171 – –
CBT
543
CoreFirst Bank & Trust
Kansas
$132K 1,152 – –
TCOV
544
Trust Company of Vermont
Vermont
$126K 1,100 +369 +50%
TAM
545
Townsend Asset Management
North Carolina
$121K 1,051 +6 +0.6%
SWM
546
Sugarloaf Wealth Management
Georgia
$120K 1,044 +889 +574%
ST
547
Smithfield Trust
Pennsylvania
$118K 1,030 – –
WB
548
Webster Bank
Connecticut
$116K 1,006 – –
FGAM
549
Financial Gravity Asset Management
Texas
$115K 4 -7 -64%
PWS
550
Paragon Wealth Strategies
Florida
$115K 1,003 +1,003 New
20 21
22
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