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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.49%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.34B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$252M
3
American Century Companies
3
American Century Companies
Missouri
$238M
4
Bank of America
4
Bank of America
North Carolina
$470M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$46.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.7M
2
BCIM
2
Bishop & Co Investment Management
Pennsylvania
$229K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$38.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$146M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$17.7M 169,976 -44,481 -21%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$17.4M 167,232 -8,723 -5%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$17.2M 164,889 -6,294 -4%
Goldman Sachs
54
Goldman Sachs
New York
$17.1M 163,726 +55,708 +52%
HAFS
55
Hapanowicz & Associates Financial Services
Pennsylvania
$17M 162,604 -1,396 -0.9%
RJA
56
Raymond James & Associates
Florida
$16.8M 160,540 +2,903 +2%
HighTower Advisors
57
HighTower Advisors
Illinois
$16.7M 160,418 +29,280 +22%
RA
58
Rodgers & Associates
Pennsylvania
$16.5M 157,964 +109 +0.1%
AMG
59
Asset Management Group
Connecticut
$16.4M 156,709 -316 -0.2%
FC
60
Forte Capital
New York
$15.3M 146,357 -11,214 -7%
BPWM
61
Badgley Phelps Wealth Managers
Washington
$14.9M 142,747 +27,884 +24%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$14.8M 141,542 -4,445 -3%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$14.4M 137,840 -4,442 -3%
RFA
64
RTD Financial Advisors
Pennsylvania
$14.2M 135,738 -2,763 -2%
Stifel Financial
65
Stifel Financial
Missouri
$13.7M 130,959 -750 -0.6%
LFWA
66
LBJ Family Wealth Advisors
Texas
$13.6M 130,693 -1,118 -0.8%
NA
67
NewEdge Advisors
Louisiana
$13.5M 129,662 +15,967 +14%
Comerica Bank
68
Comerica Bank
Texas
$12.9M 123,711 +123,711 New
WA
69
Waverly Advisors
Alabama
$12.9M 123,157 -14,430 -10%
UB
70
UMB Bank
Missouri
$12.8M 123,140 +2,010 +2%
TFCP
71
Twin Focus Capital Partners
Massachusetts
$12.8M 123,110 -23,750 -16%
BC
72
Bartlett & Co
Ohio
$12.8M 122,394 +3,812 +3%
BCWM
73
Bartlett & Co Wealth Management
Ohio
$12.8M 122,394 +3,812 +3%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$12.7M 121,292 -1,913 -2%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$12.2M 116,937 +114,970 +5,845%
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