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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 %
MBT
551
Montecito Bank & Trust
California
$255K -$17K -160 -6%
CHJWM
552
Carlton Hofferkamp & Jenks Wealth Management
Texas
$252K -$17.1K -164 -6%
TF
553
Theory Financial
Colorado
$250K +$250K +2,358 New
Commonwealth Equity Services
554
Commonwealth Equity Services
Massachusetts
$250K +$865 +8,148 +0.3%
KFI
555
Key Financial Inc
Pennsylvania
$249K +$92.3K +869 +59%
NAM
556
NTV Asset Management
West Virginia
$246K – – –
SB
557
Simmons Bank
Arkansas
$243K +$243K +2,292 New
1IA
558
1834 Investment Advisors
Wisconsin
$241K -$4.25K -40 -2%
ACI
559
Alpha Cubed Investments
California
$240K +$240K +2,262 New
HBT
560
Hills Bank & Trust
Iowa
$240K -$42.8K -403 -15%
TFGT
561
TS Financial Group (TSFG)
Illinois
$240K +$532 +5 +0.2%
LWCFA
562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K – – –
AFC
563
AFT Forsyth & Company
Florida
$238K +$425 +4 +0.2%
LAM
564
LifePro Asset Management
California
$237K – – –
BWA
565
Burt Wealth Advisors
Maryland
$236K -$4.57K -43 -2%
PPP
566
Private Portfolio Partners
New Jersey
$235K -$34.6K -326 -13%
GC
567
Grimes & Company
Massachusetts
$235K +$319 +3 +0.1%
KL
568
KilterHowling LLC
Colorado
$234K – – –
HW
569
Hancock Whitney
Mississippi
$234K -$119K -1,126 -34%
TAM
570
Tocqueville Asset Management
New York
$231K +$231K +2,171 New
MA
571
MONECO Advisors
Connecticut
$230K -$14.8K -139 -6%
RFN
572
RDA Financial Network
Iowa
$229K -$8.18K -77 -3%
CA
573
Continuum Advisory
Idaho
$229K +$229K +2,159 New
NL
574
NWAM LLC
Washington
$229K -$35.4K -333 -13%
DAS
575
Dynamic Advisor Solutions
Arizona
$229K +$212 +2 +0.1%
21 22
23
24 25