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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 %
CSB
651
City State Bank
Iowa
$36K 370 – –
NF
652
Norwood Financial
Pennsylvania
$35K 360 – –
NSB
653
Norway Savings Bank
Maine
$34K 350 – –
RG
654
Retirement Group
California
$32K 337 -126 -27%
BFO
655
Biltmore Family Office
North Carolina
$30K 310 – –
MFC
656
Mechanics Financial Corp
Ohio
$29K 300 – –
AWM
657
Accel Wealth Management
Iowa
$27K 264 +197 +294%
TCWA
658
Ten Capital Wealth Advisors
Washington
$26K 271 – –
DMKJ
659
David M. Knott Jr
$26K 273 – –
CAL
660
Capital Advisors Ltd
Ohio
$25K 260 – –
BCM
661
Bourgeon Capital Management
Connecticut
$25K 260 – –
FWM
662
Focused Wealth Management
New York
$25K 261 – –
IRC
663
Investors Research Corp
Georgia
$25K 259 – –
Deutsche Bank
664
Deutsche Bank
Germany
$24K 248 -260 -51%
PP
665
PrairieView Partners
Minnesota
$24K 252 – –
LWANC
666
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K 248 – –
LFG
667
Larson Financial Group
Missouri
$24K 254 +2 +0.8%
ANBT
668
American National Bank & Trust
Texas
$23K 244 – –
AW
669
Avion Wealth
Texas
$22K 230 – –
FPB
670
First PREMIER Bank
South Dakota
$21K 217 – –
BONH
671
Bank of New Hampshire
New Hampshire
$21K 214 – –
AWM
672
Abound Wealth Management
Tennessee
$20.8K 216 – –
BAM
673
Bellevue Asset Management
Washington
$20K 200 – –
PMFA
674
Plante Moran Financial Advisors
Michigan
$19K 199 – –
RDIA
675
RE Dickinson Investment Advisors
Iowa
$19K 203 – –
25 26
27
28 29