IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

620 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 206 increasing their positions, 145 reducing their positions, and 32 closing their positions.

Holders
620
Holders Change
+84
Holders Change %
+15.67%
% of All Funds
12.24%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.75%
New
123
Increased
206
Reduced
145
Closed
32
Calls
$315K
Puts
$540K
Net Calls
-$225K
Net Calls Change
+$232K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$361M
2
EH
2
Equitable Holdings
New York
$69.7M
3
American Century Companies
3
American Century Companies
Missouri
$416M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M

Top Sellers

1
SGAM
1
Stephens Group Asset Management
Arkansas
$85M
2
Axa
2
Axa
France
$0
3
M&T Bank
3
M&T Bank
New York
$0
4
AP
4
Advisors Preferred
Maryland
$0
5
Ameriprise
5
Ameriprise
Minnesota
$86.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MPCG
601
Matrix Private Capital Group
New York
$6K 64 +64 New
RMAM
602
Raab & Moskowitz Asset Management
New Jersey
$6K 68 +68 New
PCA
603
Providence Capital Advisors
North Carolina
$5K 48 – –
GAM
604
Gemmer Asset Management
California
$5K 57 – –
BWA
605
BDO Wealth Advisors
Florida
$5K 53 – –
LFG
606
Larson Financial Group
Missouri
$5K 49 +10 +26%
SIS
607
Sound Income Strategies
Florida
$4K 45 -85 -65%
LC
608
Lindbrook Capital
California
$4K 38 – –
HI
609
Human Investing
Oregon
$4K 42 +42 New
CFG
610
CKW Financial Group
Hawaii
$4K 46 +46 New
CWC
611
Carolinas Wealth Consulting
North Carolina
$4K 46 +46 New
GI
612
Gradient Investments
Minnesota
$3K 29 -115 -80%
BHWM
613
Bay Harbor Wealth Management
Maryland
$3K 33 – –
VCP
614
Verus Capital Partners
Arizona
$2K 20 +20 New
IFWM
615
Institute for Wealth Management
Colorado
$2K 21 +21 New
BRC
616
Bell Rock Capital
Delaware
$1K 12 – –
SBL
617
Sargent Bickham Lagudis
Colorado
$1K 6 +6 New
HWA
618
HCR Wealth Advisors
California
$1K 8 +8 New
RAM
619
Riggs Asset Management
Pennsylvania
$1K 14 +14 New
FCH
620
Freestone Capital Holdings
Washington
$679 7,165 – –
SHWM
621
Silicon Hills Wealth Management
Texas
$12 1 +1 New
Axa
622
Axa
France
– – -705,375 Closed
M&T Bank
623
M&T Bank
New York
– – -339,082 Closed
AP
624
Advisors Preferred
Maryland
– – -135,984 Closed
MOACM
625
Mutual of America Capital Management
New York
– – -31,420 Closed
23 24
25
26 27