IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

350 hedge funds and large institutions have $4.5B invested in iShares Russell Mid-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 144 reducing their positions, and 43 closing their positions.

Holders
350
Holders Change
-17
Holders Change %
-4.63%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.61%
New
30
Increased
92
Reduced
144
Closed
43
Calls
$1.98M
Puts
$2.55M
Net Calls
-$570K
Net Calls Change
-$7.83M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$273M
2
TCT
2
TIAA CREF Trust
Missouri
$588M
3
Victory Capital Management
3
Victory Capital Management
Texas
$59.1M
4
AP
4
Advisors Preferred
Maryland
$12.8M
5
CS
5
Credit Suisse
Switzerland
$8.79M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$242M
2
Goldman Sachs
2
Goldman Sachs
New York
$18.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$85.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$386M
5
Wells Fargo
5
Wells Fargo
California
$316M
Name Market Value Shares Shares
Change 		Shares
Change %
I2I
51
Insight 2811 Inc
Illinois
$9.13M 128,685 +80,274 +166%
RC
52
Rinet Company
Massachusetts
$8.98M 126,665 -176,146 -58%
HWA
53
Heritage Wealth Advisors
Virginia
$8.92M 125,716 +3,696 +3%
CS
54
Credit Suisse
Switzerland
$8.79M 123,907 +115,252 +1,332%
IWA
55
Inspirion Wealth Advisors
Illinois
$8.2M 115,574 +11,642 +11%
NFA
56
Nationwide Fund Advisors
Ohio
$8.12M 114,473 +114,473 New
AIG
57
American International Group
New York
$7.82M 110,270 -34,203 -24%
HFBOT
58
Home Federal Bank of Tennessee
Tennessee
$7.62M 107,373 +4,035 +4%
LFWA
59
LBJ Family Wealth Advisors
Texas
$7.5M 105,700 +6,499 +7%
FMT
60
First Mercantile Trust
Tennessee
$7.4M 104,361 -14,265 -12%
BWM
61
Braver Wealth Management
Massachusetts
$7.27M 102,502 +102,502 New
SCM
62
Sterling Capital Management
North Carolina
$6.99M 98,512 -5,432 -5%
CPIG
63
Chicago Partners Investment Group
Illinois
$6.74M 94,986 +25,093 +36%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$6.51M 91,718 -5,045 -5%
CAN
65
Cetera Advisor Networks
California
$6.26M 88,282 +1,203 +1%
IAA
66
Ironsides Asset Advisors
North Carolina
$5.85M 82,500 -2,716 -3%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$5.4M 76,094 +2,230 +3%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$5.39M 75,981 -39,010 -34%
MFS
69
MSI Financial Services
Massachusetts
$5.34M 75,236 -9,011 -11%
FC
70
Forte Capital
New York
$5.27M 74,334 +15,615 +27%
GLI
71
Guardian Life Insurance
New York
$5.27M 74,332 +74,332 New
FHA
72
First Horizon Advisors
Tennessee
$5.27M 74,112 +25,791 +53%
William Blair & Company
73
William Blair & Company
Illinois
$5.02M 70,788 -3,022 -4%
FWM
74
Frontier Wealth Management
Missouri
$4.9M 69,069 -3,656 -5%
BFA
75
Beaumont Financial Advisors
Massachusetts
$4.81M 67,813 +67,813 New
1 2
3
4 5