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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K

Top Buyers

1
UBS AM
UBS AM
Illinois
$403M
2
Victory Capital Management
Victory Capital Management
Texas
$265M
3
Bank of America
Bank of America
North Carolina
$514M
4
AP
Advisors Preferred
Maryland
$46.9M
5
Morgan Stanley
Morgan Stanley
New York
$1.11B

Top Sellers

1
TF
TIAA FSB
Florida
$2.2B
2
American Century Companies
American Century Companies
Missouri
$0
3
Truist Financial
Truist Financial
North Carolina
$107M
4
PAG
Private Advisor Group
New Jersey
$17.2M
5
RWG
Regal Wealth Group
California
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
701
Investors Research Corp
Georgia
$32K – – –
SFPG
702
Stonebridge Financial Planning Group
Florida
$31K – – –
LFG
703
Larson Financial Group
Missouri
$31K +$372 +3 +1%
CSB
704
City State Bank
Iowa
$31K +$31K +250 New
ANBT
705
American National Bank & Trust
Texas
$30K – – –
LWANC
706
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
RK
707
Rather & Kittrell
Tennessee
$30K +$30K +253 New
PP
708
PrairieView Partners
Minnesota
$29K – – –
WWM
709
Wagner Wealth Management
South Carolina
$29K – – –
CIAS
710
Capital Investment Advisory Services
North Carolina
$27K – – –
ONST
711
Old North State Trust
North Carolina
$27K +$27K +223 New
VNA
712
Valley National Advisers
Pennsylvania
$26K – – –
RDIA
713
RE Dickinson Investment Advisors
Iowa
$25K +$25K +203 New
PMFA
714
Plante Moran Financial Advisors
Michigan
$24K – – –
BAM
715
Bellevue Asset Management
Washington
$24K – – –
RFA
716
Reilly Financial Advisors
California
$23K – – –
CA
717
Clearstead Advisors
Ohio
$23K +$19K +156 +473%
RA
718
Rise Advisors
New York
$22.4K +$22.4K +183 New
AW
719
Avion Wealth
Texas
$20K – – –
POIA
720
Pin Oak Investment Advisors
Texas
$18K – – –
TWA
721
TCI Wealth Advisors
Arizona
$18K – – –
KFAA
722
Klaas Financial Asset Advisors
Illinois
$18K +$18K +148 New
AWM
723
Avior Wealth Management
Nebraska
$16K -$6.14K -51 -28%
MFT
724
Moisand Fitzgerald Tamayo
Florida
$16K -$496 -4 -3%
OSAM
725
O'Shaughnessy Asset Management
Connecticut
$16K – – –
27 28
29
30 31