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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 %
TWC
676
TD Waterhouse Canada
Ontario, Canada
$18.3K 136 -164 -55%
PA
677
Parallel Advisors
California
$18K 187 -756 -80%
RA
678
Rise Advisors
New York
$18K 186 +2 +1%
MPWT
679
MassMutual Private Wealth & Trust
Connecticut
$17K 175 – –
RIA
680
Realta Investment Advisors
Delaware
$17K 178 +178 New
ONST
681
Old North State Trust
North Carolina
$17K 180 +180 New
FMB
682
Field & Main Bank
Kentucky
$14K 150 -7 -4%
M1FG
683
Mach-1 Financial Group
Arkansas
$14K 147 – –
AWM
684
Avior Wealth Management
Nebraska
$14K 150 +16 +12%
TFA
685
Toth Financial Advisory
Virginia
$14K 147 +147 New
CBT
686
Central Bank & Trust
Kentucky
$14K 150 +150 New
WBC
687
West Branch Capital
Massachusetts
$13K 135 -134 -50%
BCMLT
688
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K 129 – –
GEA
689
Glen Eagle Advisors
New Jersey
$12.1K 126 – –
NMG
690
New Millennium Group
Utah
$12K 128 -7 -5%
MPCG
691
Matrix Private Capital Group
New York
$12K 120 – –
POIA
692
Pin Oak Investment Advisors
Texas
$12K 128 – –
HS
693
Horan Securities
United States
$12K 125 – –
TF
694
TimeScale Financial
Massachusetts
$12K 130 – –
MFT
695
Moisand Fitzgerald Tamayo
Florida
$11K 111 -18 -14%
CFFP
696
Center for Financial Planning
Michigan
$11K 116 – –
FRA
697
Front Row Advisors
California
$11K 109 – –
MG
698
MilWealth Group
Wisconsin
$10.6K 110 – –
LDFR
699
Lehman & Derafelo Financial Resources
Pennsylvania
$10K 102 – –
SWM
700
Selective Wealth Management
Virginia
$10K 102 – –
26 27
28
29 30