IWS icon

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 %
Deutsche Bank
576
Deutsche Bank
Germany
$230K – – –
GIA
577
GHP Investment Advisors
Colorado
$230K +$1.47K +12 +0.6%
AWM
578
Apollon Wealth Management
South Carolina
$230K +$230K +1,877 New
MWM
579
Modera Wealth Management
New Jersey
$229K +$3.92K +32 +2%
CWM
580
Congress Wealth Management
Massachusetts
$229K +$229K +1,876 New
SIC
581
Sigma Investment Counselors
Michigan
$226K – – –
DT
582
Diversified Trust
Tennessee
$226K +$226K +1,843 New
NB
583
Northwest Bancshares
Pennsylvania
$225K – – –
PPP
584
Private Portfolio Partners
New Jersey
$224K +$122 +1 +0.1%
RDFA
585
Ritter Daniher Financial Advisory
Ohio
$222K – – –
CA
586
Cornerstone Advisory
Maryland
$222K +$222K +1,808 New
MWP
587
Madison Wealth Partners
Wisconsin
$220K +$220K +1,800 New
FMC
588
First Merchants Corp
Indiana
$217K – – –
WWM
589
Western Wealth Management
Colorado
$217K +$217K +1,767 New
FHB
590
First Hawaiian Bank
Hawaii
$217K +$217K +1,773 New
LWAC
591
Laurel Wealth Advisors (California)
California
$216K +$216K +1,764 New
LFAS
592
Level Four Advisory Services
Texas
$216K +$216K +1,769 New
LWAM
593
Legacy Wealth Asset Management
Minnesota
$216K +$216K +1,769 New
FBFS
594
First Business Financial Services
Wisconsin
$212K +$212K +1,735 New
FCFS
595
First Command Financial Services
Texas
$210K – – –
JWCA
596
J.W. Coons Advisors
Ohio
$206K +$206K +1,672 New
MAM
597
Madison Asset Management
Wisconsin
$206K +$206K +1,684 New
PIMG
598
Patriot Investment Management Group
Tennessee
$206K +$206K +1,691 New
APW
599
Aurora Private Wealth
New Jersey
$205K +$205K +1,676 New
RDWM
600
Red Door Wealth Management
Tennessee
$203K +$203K +1,661 New
22 23
24
25 26