IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

542 hedge funds and large institutions have $7.68B invested in iShares Russell Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 53 closing their positions.

Holders
542
Holders Change
-21
Holders Change %
-3.73%
% of All Funds
11.79%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
39
Increased
190
Reduced
171
Closed
53
Calls
$624K
Puts
$446K
Net Calls
+$178K
Net Calls Change
-$5K

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.49B
2
US Bancorp
2
US Bancorp
Minnesota
$70.4M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$664M
4
SS
4
Simplicity Solutions
Minnesota
$38.4M
5
American Century Companies
5
American Century Companies
Missouri
$392M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
CL
2
Cabana LLC
Arkansas
$822K
3
FIA
3
Foundations Investment Advisors
Arizona
$501K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$211M
5
Morgan Stanley
5
Morgan Stanley
New York
$415M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$14.6M 164,126 +35,663 +28%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$14.2M 159,548 -15,352 -9%
BIM
53
Bridges Investment Management
Nebraska
$14.2M 159,263 +8,001 +5%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$13.8M 154,621 -4,839 -3%
Goldman Sachs
55
Goldman Sachs
New York
$13.8M 154,513 +5,579 +4%
OCM
56
One Capital Management
California
$13.4M 150,013 +2,895 +2%
HighTower Advisors
57
HighTower Advisors
Illinois
$13.3M 149,547 +5,666 +4%
PWAG
58
Polaris Wealth Advisory Group
California
$12.9M 144,056 -1,318 -0.9%
GG
59
GenWealth Group
New Jersey
$12.7M 141,737 +3,247 +2%
FHA
60
First Horizon Advisors
Tennessee
$12.5M 139,820 -1,556 -1%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$12.4M 138,779 +1,442 +1%
LFWA
62
LBJ Family Wealth Advisors
Texas
$12.1M 136,029 +1,261 +0.9%
CP
63
Covenant Partners
Tennessee
$12M 134,374 -1,943 -1%
MM
64
Main Management
California
$11.8M 131,825 +267 +0.2%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$11.5M 128,521 +4,451 +4%
HAFS
66
Hapanowicz & Associates Financial Services
Pennsylvania
$11.3M 126,744 +1,411 +1%
CG
67
Colony Group
Massachusetts
$11.1M 124,355 -20,165 -14%
JFG
68
JMG Financial Group
Illinois
$11M 123,656 -510 -0.4%
HFBOT
69
Home Federal Bank of Tennessee
Tennessee
$10.7M 120,042 +3,337 +3%
Stifel Financial
70
Stifel Financial
Missouri
$10.7M 120,156 +12,054 +11%
SCM
71
Sterling Capital Management
North Carolina
$10.2M 113,907 -2,566 -2%
Mariner
72
Mariner
Kansas
$9.69M 108,717 +13,049 +14%
SEI Investments
73
SEI Investments
Pennsylvania
$9.66M 108,250 -19,629 -15%
FPIS
74
Financial Planning & Information Services
Wisconsin
$9.47M 106,249 -12,651 -11%
MML Investors Services
75
MML Investors Services
Massachusetts
$9.34M 104,797 +731 +0.7%
1 2
3
4 5