IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

501 hedge funds and large institutions have $7.33B invested in iShares Russell Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 173 reducing their positions, and 36 closing their positions.

Holders
501
Holders Change
+12
Holders Change %
+2.45%
% of All Funds
11.5%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.78%
New
51
Increased
142
Reduced
173
Closed
36
Calls
$1.96M
Puts
$2.14M
Net Calls
-$174K
Net Calls Change
+$2.48M

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.96B
2
SGAM
2
Stephens Group Asset Management
Arkansas
$113M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$420M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$170M
5
GLI
5
Guardian Life Insurance
New York
$35.4M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$164M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
Victory Capital Management
3
Victory Capital Management
Texas
$134M
4
Wells Fargo
4
Wells Fargo
California
$413M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$7.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$14.8M 171,583 -8,462 -5%
AMG
52
Asset Management Group
Connecticut
$14.6M 168,671 +537 +0.3%
PWAG
53
Polaris Wealth Advisory Group
California
$14.1M 162,621 -17,624 -10%
BCIM
54
Bishop & Co Investment Management
Pennsylvania
$13.9M 160,644 -1,776 -1%
SCM
55
Sterling Capital Management
North Carolina
$13.2M 153,067 -15,831 -9%
HWA
56
Heritage Wealth Advisors
Virginia
$13M 150,569 +10,286 +7%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$12.9M 149,141 -8,201 -5%
HIMCH
58
Hartford Investment Management Co (HIMCO)
Connecticut
$12.1M 139,527 +50,610 +57%
OCM
59
One Capital Management
California
$12M 139,291 +3,116 +2%
AWM
60
AE Wealth Management
Kansas
$11.8M 136,253 +23,702 +21%
JFG
61
JMG Financial Group
Illinois
$11.6M 134,309 -604 -0.4%
SS
62
Simplicity Solutions
Minnesota
$11.5M 132,663 +22,660 +21%
LFWA
63
LBJ Family Wealth Advisors
Texas
$11.4M 132,231 +1,299 +1%
FHA
64
First Horizon Advisors
Tennessee
$11M 127,652 +7,057 +6%
RT
65
Rockland Trust
Massachusetts
$10.8M 124,998 +30,025 +32%
GG
66
GenWealth Group
New Jersey
$10.6M 123,169 +57,127 +87%
HAFS
67
Hapanowicz & Associates Financial Services
Pennsylvania
$10.4M 123,372 +3,632 +3%
HighTower Advisors
68
HighTower Advisors
Illinois
$10.4M 120,454 -596 -0.5%
HFBOT
69
Home Federal Bank of Tennessee
Tennessee
$9.99M 115,529 +1,536 +1%
MA
70
MUFG Americas
New York
$9.74M 112,643 -4,955 -4%
SPIA
71
Steward Partners Investment Advisory
New York
$9.51M 110,025 +6,167 +6%
PC
72
Port Capital
Illinois
$9.44M 109,182 +1,931 +2%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$9.28M 107,345 -634 -0.6%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$9.23M 106,793 +15,084 +16%
Stifel Financial
75
Stifel Financial
Missouri
$8.92M 103,209 -6,090 -6%
1 2
3
4 5