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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

741 hedge funds and large institutions have $9.69B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 272 reducing their positions, and 58 closing their positions.

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.81%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.59%
New
53
Increased
219
Reduced
272
Closed
58
Calls
$1.2M
Puts
$394K
Net Calls
+$809K
Net Calls Change
-$523K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$209M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$605M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$351M
4
Bank of America
4
Bank of America
North Carolina
$438M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$222M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$143M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$167M
3
SEI Investments
3
SEI Investments
Pennsylvania
$13.4M
4
TF
4
TIAA FSB
Florida
$1.29B
5
AFIMH
5
American Family Insurance Mutual Holding
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
551
Allegheny Financial Group
Pennsylvania
$215K -$862 -9 -0.4%
NL
552
NWAM LLC
Washington
$212K -$6.25K -65 -3%
MAM
553
Marotta Asset Management
Virginia
$212K -$1.15K -12 -0.5%
GC
554
Grimes & Company
Massachusetts
$211K +$96 +1 +0%
SW
555
SkyOak Wealth
Michigan
$211K +$16.1K +167 +8%
KL
556
KilterHowling LLC
Colorado
$209K – – –
BOH
557
Bank of Hawaii
Hawaii
$209K -$52.4K -545 -20%
CL
558
CPWM LLC
Washington
$207K – – –
ATC
559
Argent Trust Co
Tennessee
$205K -$37K -385 -15%
BFA
560
Beacon Financial Advisory
Ohio
$203K +$1.06K +11 +0.5%
EWS
561
Evergreen Wealth Solutions
Pennsylvania
$202K -$444K -4,620 -69%
IA
562
Insight Advisors
Pennsylvania
$202K -$2.02K -21 -1%
CWM
563
Congress Wealth Management
Massachusetts
$201K – – –
LI
564
Leeward Investments
Massachusetts
$200K -$751K -7,808 -79%
EI
565
Ellevest Inc
New York
$198K -$37.4K -389 -16%
MCA
566
Maryland Capital Advisors
Maryland
$195K – – –
HI
567
Harbour Investments
Wisconsin
$194K – – –
AAP
568
Arax Advisory Partners
Colorado
$193K +$92.6K +966 +92%
SC
569
SouthState Corp
Florida
$185K – – –
GIA
570
GHP Investment Advisors
Colorado
$182K – – –
GWS
571
Glassman Wealth Services
Virginia
$174K – – –
CMP
572
Coston McIsaac & Partners
Maine
$171K – – –
FCB
573
First Command Bank
Texas
$165K -$12.1K -126 -7%
FCFS
574
First Command Financial Services
Texas
$165K -$12.1K -126 -7%
SC
575
Steph & Co
Wisconsin
$165K +$962 +10 +0.6%
21 22
23
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