IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

532 hedge funds and large institutions have $6.5B invested in iShares Russell Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 167 increasing their positions, 202 reducing their positions, and 128 closing their positions.

Holders
532
Holders Change
-88
Holders Change %
-14.19%
% of All Funds
11.75%
Holding in Top 10
25
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-34.21%
% of All Funds
0.55%
New
49
Increased
167
Reduced
202
Closed
128
Calls
$378K
Puts
$10K
Net Calls
+$368K
Net Calls Change
+$593K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$608M
2
TF
2
TIAA FSB
Florida
$1.24B
3
Betterment LLC
3
Betterment LLC
New York
$206M
4
Victory Capital Management
4
Victory Capital Management
Texas
$248M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$600M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$50.7M
2
GLI
2
Guardian Life Insurance
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$144M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M
5
MMEA
5
Main Management ETF Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIC
601
Woodmont Investment Counsel
Tennessee
– – -2,500 Closed
SMC
602
Smith, Moore & Co
Missouri
– – -2,492 Closed
CGA
603
Crescent Grove Advisors
Illinois
– – -2,474 Closed
MAM
604
Marotta Asset Management
Virginia
– – -2,436 Closed
MA
605
MONECO Advisors
Connecticut
– – -2,419 Closed
TA
606
TFG Advisers
Michigan
– – -2,417 Closed
ESB
607
Essex Savings Bank
Connecticut
– – -2,416 Closed
TYCC
608
Texas Yale Capital Corp
Florida
– – -2,408 Closed
MC
609
Middleton & Co
Massachusetts
– – -2,401 Closed
KIA
610
KCM Investment Advisors
California
– – -2,380 Closed
LFAS
611
Level Four Advisory Services
Texas
– – -2,372 Closed
OC
612
Oarsman Capital
Wisconsin
– – -2,334 Closed
TC
613
TownSquare Capital
Utah
– – -2,298 Closed
MC
614
Moors & Cabot
Massachusetts
– – -2,290 Closed
FFG
615
Ford Financial Group
California
– – -2,284 Closed
PPP
616
Private Portfolio Partners
New Jersey
– – -2,262 Closed
TCBWMS
617
Texas Capital Bank Wealth Management Services
Texas
– – -2,239 Closed
DWM
618
Dakota Wealth Management
Florida
– – -2,206 Closed
CL
619
CPWM LLC
Washington
– – -2,201 Closed
NPF
620
Norris Perne & French
Michigan
– – -2,198 Closed
SC
621
SouthState Corp
Florida
– – -2,194 Closed
FBB
622
Fulton Breakefield Broenniman
Maryland
– – -2,161 Closed
Fiera Capital (Canada)
623
Fiera Capital (Canada)
Quebec, Canada
– – -2,122 Closed
WHG
624
Westwood Holdings Group
Texas
– – -1,373 Closed
FPS
625
Fieldpoint Private Securities
Connecticut
– – -1,171 Closed
23 24
25
26 27