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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 %
PCA
576
Pallas Capital Advisors
Massachusetts
$227K – – –
BFA
577
Beacon Financial Advisory
Ohio
$226K +$956 +9 +0.4%
PFBT
578
Parkside Financial Bank & Trust
Missouri
$224K -$32.8K -309 -13%
Wealth Enhancement Advisory Services
579
Wealth Enhancement Advisory Services
Minnesota
$224K +$224K +2,108 New
PFM
580
Peak Financial Management
Massachusetts
$223K – – –
EIA
581
Edgemoor Investment Advisors
Maryland
$222K +$222K +2,090 New
FCB
582
First Command Bank
Texas
$221K +$38.8K +365 +21%
FCFS
583
First Command Financial Services
Texas
$221K +$38.8K +365 +21%
AA
584
Aire Advisors
California
$220K -$252K -2,369 -53%
IAA
585
Independent Advisor Alliance
North Carolina
$220K – – –
MWM
586
Modera Wealth Management
New Jersey
$220K – – –
BCM
587
Becker Capital Management
Oregon
$219K +$219K +2,061 New
KIA
588
KCM Investment Advisors
California
$219K -$3.19K -30 -1%
CWM
589
Congress Wealth Management
Massachusetts
$219K – – –
FPCG
590
Forum Private Client Group
Indiana
$218K -$319 -3 -0.1%
AAP
591
Arax Advisory Partners
Colorado
$217K +$956 +9 +0.4%
RWMH
592
Riverpoint Wealth Management Holdings
Illinois
$216K – – –
MCA
593
Maryland Capital Advisors
Maryland
$215K – – –
WIA
594
World Investment Advisors
California
$213K +$425 +4 +0.2%
FFBTD
595
First Financial Bank - Trust Division
Ohio
$212K – – –
BO
596
Bank OZK
Arkansas
$212K – – –
PCA
597
Prosperity Capital Advisors
Ohio
$211K -$10.3K -97 -5%
IIC
598
Ironwood Investment Counsel
Arizona
$210K -$3.4K -32 -2%
CAI
599
Capital Advisors Inc
Oklahoma
$208K +$208K +1,956 New
GBT
600
Grove Bank & Trust
Florida
$207K +$47.7K +449 +30%
22 23
24
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