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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.49%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.34B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$252M
3
American Century Companies
3
American Century Companies
Missouri
$238M
4
Bank of America
4
Bank of America
North Carolina
$470M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$46.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.7M
2
BCIM
2
Bishop & Co Investment Management
Pennsylvania
$229K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$38.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$146M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IIL
676
Insight Inv LLC
California
$50.4K 498 – –
BSB
677
Bangor Savings Bank
Maine
$49.6K 475 – –
CTA
678
Colonial Trust Advisors
South Carolina
$47K 450 – –
GWANC
679
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.6K 406 – –
RFA
680
Resurgent Financial Advisors
Georgia
$41.9K 402 +196 +95%
OSAM
681
O'Shaughnessy Asset Management
Connecticut
$41.5K 398 +213 +115%
NCM
682
Northwest Capital Management
Oregon
$40.4K 387 – –
HPC
683
HM Payson & Co
Maine
$39.1K 375 – –
SCA
684
Stonebridge Capital Advisors
Minnesota
$39.1K 375 – –
HR
685
Howe & Rusling
New York
$37.9K 363 – –
UCB
686
United Community Bank
South Carolina
$37.8K 362 – –
ITIM
687
Indiana Trust & Investment Management
Indiana
$36.5K 350 +350 New
FA
688
Faithward Advisors
Pennsylvania
$35.2K 344 +309 +883%
SMA
689
Sage Mountain Advisors
Georgia
$35.1K 336 – –
MFA
690
McClarren Financial Advisors
Pennsylvania
$34K 338 -370 -52%
BFO
691
Biltmore Family Office
North Carolina
$32.5K 310 – –
PAG
692
Paladin Advisory Group
Iowa
$31.7K 304 – –
POIA
693
Pin Oak Investment Advisors
Texas
$31K 293 – –
PCMC
694
Private Capital Management (Colorado)
Colorado
$31K 297 – –
HWM
695
Horizons Wealth Management
North Carolina
$29.2K 280 -60 -18%
WAG
696
Windsor Advisory Group
Ohio
$28.2K 270 – –
DMKJ
697
David M. Knott Jr
$28K 273 – –
NC
698
NewSquare Capital
Pennsylvania
$27.7K 265 – –
FWM
699
Focused Wealth Management
New York
$27.2K 261 – –
IRC
700
Investors Research Corp
Georgia
$27K 259 – –
26 27
28
29 30