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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.

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

Top Sellers

1
TF
TIAA FSB
Florida
$2.2B
2
American Century Companies
American Century Companies
Missouri
$0
3
Truist Financial
Truist Financial
North Carolina
$107M
4
PAG
Private Advisor Group
New Jersey
$17.2M
5
RWG
Regal Wealth Group
California
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
726
O'Shaughnessy Asset Management
Connecticut
$16K – – –
GEA
727
Glen Eagle Advisors
New Jersey
$15.4K – – –
MPCG
728
Matrix Private Capital Group
New York
$15K – – –
PFGIA
729
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
HS
730
Horan Securities
United States
$15K +$15K +125 New
AWM
731
Abound Wealth Management
Tennessee
$14.9K +$14.9K +121 New
CFFP
732
Center for Financial Planning
Michigan
$14K – – –
NL
733
NVWM LLC
Pennsylvania
$14K +$14K +113 New
MG
734
MilWealth Group
Wisconsin
$13.5K – – –
FRA
735
Front Row Advisors
California
$13K – – –
IFAM
736
Institutional & Family Asset Management
Colorado
$12K – – –
FMTCOCP
737
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
SWM
738
Selective Wealth Management
Virginia
$12K – – –
CG
739
Cutler Group
California
$12K +$12K +100 New
AWM
740
Activest Wealth Management
Florida
$11K – – –
PCMC
741
Paragon Capital Management (Colorado)
Colorado
$10K +$10K +81 New
JWBC
742
John W. Brooker & Co
California
$9K – – –
HPC
743
HM Payson & Co
Maine
$9K – – –
FAG
744
Fortitude Advisory Group
Washington
$9K +$9K +70 New
AWM
745
Accel Wealth Management
Iowa
$8K – – –
DFC
746
DB Fitzpatrick & Co
Idaho
$8K +$8K +62 New
FFG
747
Ford Financial Group
California
$7.9K +$22 +181 +0.3%
GAM
748
Gemmer Asset Management
California
$7K – – –
TVWM
749
Tower View Wealth Management
Wisconsin
$7K – – –
BHWM
750
Beaird Harris Wealth Management
Texas
$7K +$7K +55 New
28 29
30
31 32