IWS icon

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.

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

Top Sellers

1
TF
1
TIAA FSB
Florida
$2.2B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Truist Financial
3
Truist Financial
North Carolina
$107M
4
PAG
4
Private Advisor Group
New Jersey
$17.2M
5
RWG
5
Regal Wealth Group
California
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
51
Bank of Nova Scotia
Ontario, Canada
$23.6M +$23.6M +192,800 New
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$21.7M +$1.44M +11,765 +7%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$21.7M +$68.2K +557 +0.3%
AssetMark Inc
54
AssetMark Inc
California
$21.3M +$2.48M +20,257 +13%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$21.2M -$1.18M -10,261 -5%
UB
56
UMB Bank
Missouri
$20.8M -$697K -5,695 -3%
NI
57
Nuance Investments
Missouri
$20.8M +$15.6M +127,689 +304%
TSW
58
Thompson Siegel & Walmsley
Virginia
$19.8M +$12.2M +99,411 +160%
LL
59
LPWM LLC
Minnesota
$19.5M +$950K +7,762 +5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$19.2M -$226K -1,850 -1%
AMG
61
Asset Management Group
Connecticut
$19.1M -$98.9K -808 -0.5%
CP
62
Covenant Partners
Tennessee
$18.7M -$259K -2,115 -1%
RFA
63
RTD Financial Advisors
Pennsylvania
$18.7M +$18.7M +152,917 New
HAFS
64
Hapanowicz & Associates Financial Services
Pennsylvania
$18.6M +$209K +1,707 +1%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$18.5M -$461K -3,767 -2%
KAS
66
Kestra Advisory Services
Texas
$17.9M +$487K +3,979 +3%
JFG
67
JMG Financial Group
Illinois
$17.9M -$145K -1,185 -0.8%
RA
68
Rodgers & Associates
Pennsylvania
$17.9M +$324K +2,644 +2%
LFWA
69
LBJ Family Wealth Advisors
Texas
$17.3M +$592K +4,835 +4%
PAG
70
Private Advisor Group
New Jersey
$17.2M -$8.26M -67,485 -32%
GG
71
GenWealth Group
New Jersey
$17.2M +$26.2K +214 +0.2%
CM
72
Churchill Management
California
$16.9M -$299K -2,440 -2%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$16.6M -$1.39M -11,355 -8%
TFCP
74
Twin Focus Capital Partners
Massachusetts
$16.2M +$1.69M +13,837 +12%
Stifel Financial
75
Stifel Financial
Missouri
$15.9M +$203K +1,658 +1%
1 2
3
4 5