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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

532 hedge funds and large institutions have $6.5B invested in iShares Russell Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 167 increasing their positions, 202 reducing their positions, and 128 closing their positions.

Holders
532
Holders Change
-88
Holders Change %
-14.19%
% of All Funds
11.75%
Holding in Top 10
25
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-34.21%
% of All Funds
0.55%
New
49
Increased
167
Reduced
202
Closed
128
Calls
$378K
Puts
$10K
Net Calls
+$368K
Net Calls Change
+$593K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$608M
2
TF
2
TIAA FSB
Florida
$1.24B
3
Betterment LLC
3
Betterment LLC
New York
$206M
4
Victory Capital Management
4
Victory Capital Management
Texas
$248M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$600M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$50.7M
2
GLI
2
Guardian Life Insurance
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$144M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M
5
MMEA
5
Main Management ETF Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IAA
551
Independent Advisor Alliance
North Carolina
– – -13,612 Closed
CL
552
Cabana LLC
Arkansas
– – -12,759 Closed
TC
553
Telemus Capital
Michigan
– – -12,742 Closed
FIA
554
Foundations Investment Advisors
Arizona
– – -11,318 Closed
Citadel Advisors
555
Citadel Advisors
Florida
– – -10,799 Closed
MCWS
556
McKinley Carter Wealth Services
West Virginia
– – -8,482 Closed
FB
557
Fulton Bank
Pennsylvania
– – -7,124 Closed
TI
558
Truepoint Inc
Ohio
– – -6,782 Closed
MWM
559
Mission Wealth Management
California
– – -6,629 Closed
BCM
560
BTC Capital Management
Iowa
– – -6,444 Closed
SWM
561
SeaCrest Wealth Management
New York
– – -6,438 Closed
PJSIMP
562
P.J. Schmidt Investment Management (PJS)
Wisconsin
– – -6,302 Closed
MA
563
Mutual Advisors
Nebraska
– – -5,564 Closed
FFBTD
564
First Financial Bank - Trust Division
Ohio
– – -5,440 Closed
PA
565
PFG Advisors
Arizona
– – -5,423 Closed
FAIM
566
Financial Advocates Investment Management
Washington
– – -5,359 Closed
EWM
567
Evercore Wealth Management
New York
– – -5,299 Closed
LSA
568
L & S Advisors
California
– – -4,267 Closed
Boston Partners
569
Boston Partners
Massachusetts
– – -3,878 Closed
CIBC World Market
570
CIBC World Market
Ontario, Canada
– – -3,870 Closed
FNBOO
571
First National Bank of Omaha
Nebraska
– – -3,841 Closed
CBFP
572
Cedar Brook Financial Partners
Ohio
– – -3,734 Closed
CWP
573
Capital Wealth Planning
Florida
– – -3,410 Closed
DC
574
Davenport & Co
Virginia
– – -3,406 Closed
EWM
575
Empirical Wealth Management
Washington
– – -3,404 Closed
21 22
23
24 25