IWS icon

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 Market Value Shares Shares
Change 		Shares
Change %
BBHC
576
Brown Brothers Harriman & Co
New York
$162K 1,690 +461 +38%
HFS
577
HBC Financial Services
Washington
$155K 1,620 – –
CT
578
Cambridge Trust
Massachusetts
$154K 1,607 – –
FCA
579
FinTrust Capital Advisors
South Carolina
$153K 1,523 -764 -33%
PCA
580
Providence Capital Advisors
North Carolina
$143K 1,490 -1,105 -43%
First Manhattan
581
First Manhattan
New York
$143K 1,489 – –
Bessemer Group
582
Bessemer Group
New Jersey
$143K 1,489 +885 +147%
CCM
583
Covington Capital Management
California
$143K 1,488 +982 +194%
KFI
584
Key Financial Inc
Pennsylvania
$142K 1,475 +193 +15%
MA
585
Montag & Associates
Georgia
$142K 1,474 +1,036 +237%
CTB
586
Country Trust Bank
Illinois
$141K 1,472 +1,430 +3,405%
NIG
587
NFJ Investment Group
Texas
$130K 3,172 +1,737 +121%
AIM
588
Anchor Investment Management
South Carolina
$128K 1,337 – –
VCM
589
Vigilant Capital Management
Maine
$125K 1,300 +1,300 New
BGIM
590
Brandywine Global Investment Management
Pennsylvania
$123K 1,276 -448 -26%
GC
591
Garde Capital
Washington
$121K 1,260 – –
CL
592
COWA LLC
Oklahoma
$121K 970 +970 New
HBW
593
Hazlett, Burt & Watson
West Virginia
$118K 1,221 -35 -3%
BTI
594
Blue Trust Inc
Georgia
$112K 1,099 -88 -7%
AssetMark Inc
595
AssetMark Inc
California
$112K 1,166 +1,162 +29,050%
CBT
596
CoreFirst Bank & Trust
Kansas
$111K 1,152 – –
PWMG
597
Prestige Wealth Management Group
New Jersey
$108K 1,119 -23 -2%
TCOV
598
Trust Company of Vermont
Vermont
$104K 1,081 – –
S
599
SignatureFD
Georgia
$103K 1,069 -14 -1%
TAM
600
Townsend Asset Management
North Carolina
$103K 1,069 – –
22 23
24
25 26