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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K

Top Buyers

1
UBS AM
UBS AM
Illinois
+$403M
2
Victory Capital Management
Victory Capital Management
Texas
+$102M
3
Bank of America
Bank of America
North Carolina
+$66.7M
4
AP
Advisors Preferred
Maryland
+$46.9M
5
Morgan Stanley
Morgan Stanley
New York
+$36M

Top Sellers

1
TF
TIAA FSB
Florida
-$63.7M
2
American Century Companies
American Century Companies
Missouri
-$46.2M
3
Truist Financial
Truist Financial
North Carolina
-$24.2M
4
PAG
Private Advisor Group
New Jersey
-$8.26M
5
RWG
Regal Wealth Group
California
-$6.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
551
KCM Investment Advisors
California
$256K – – –
AWM
552
Altium Wealth Management
New York
$255K – – –
GC
553
Grimes & Company
Massachusetts
$255K +$489 +4 +0.2%
Fiera Capital (Canada)
554
Fiera Capital (Canada)
Quebec, Canada
$252K – – –
SC
555
SouthState Corp
Florida
$252K +$16.3K +133 +7%
CL
556
CPWM LLC
Washington
$251K – – –
EWM
557
Empirical Wealth Management
Washington
$250K – – –
HW
558
Hancock Whitney
Mississippi
$248K +$248K +2,028 New
MCA
559
Maryland Capital Advisors
Maryland
$248K +$248K +2,028 New
BFA
560
Beacon Financial Advisory
Ohio
$245K – – –
LAM
561
LifePro Asset Management
California
$245K +$123 +1 +0.1%
FPCG
562
Fort Pitt Capital Group
Pennsylvania
$244K – – –
AWS
563
AJ Wealth Strategies
New York
$244K – – –
Fisher Asset Management
564
Fisher Asset Management
Washington
$243K -$41K -335 -14%
MA
565
MONECO Advisors
Connecticut
$242K +$234 +2 +0.1%
Cerity Partners
566
Cerity Partners
New York
$242K +$1.47K +12 +0.6%
WP
567
WealthPLAN Partners
Nebraska
$239K -$33.5K -286 -12%
WF
568
Welch & Forbes
Massachusetts
$239K -$6.1K -50 -2%
AFS
569
AFG Fiduciary Services
Massachusetts
$239K +$239K +1,955 New
FMWA
570
Forvis Mazars Wealth Advisors
Missouri
$239K +$239K +1,956 New
GWM
571
GSB Wealth Management
Connecticut
$238K +$238K +1,943 New
BGIM
572
Brandywine Global Investment Management
Pennsylvania
$236K +$35.2K +288 +18%
SWM
573
Shelton Wealth Management
Texas
$236K +$236K +1,928 New
AT
574
American Trust
Kentucky
$236K +$236K +1,930 New
SC
575
Steph & Co
Wisconsin
$230K – – –
21 22
23
24 25