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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

741 hedge funds and large institutions have $9.69B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 272 reducing their positions, and 58 closing their positions.

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.81%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.59%
New
53
Increased
219
Reduced
272
Closed
58
Calls
$1.2M
Puts
$394K
Net Calls
+$809K
Net Calls Change
-$523K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$209M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$605M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$351M
4
Bank of America
4
Bank of America
North Carolina
$438M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$222M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$143M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$167M
3
SEI Investments
3
SEI Investments
Pennsylvania
$13.4M
4
TF
4
TIAA FSB
Florida
$1.29B
5
AFIMH
5
American Family Insurance Mutual Holding
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFC
726
Morris Financial Concepts
South Carolina
$4K 45 – –
CWC
727
Carolinas Wealth Consulting
North Carolina
$4K 46 – –
ACM
728
Absolute Capital Management
Pennsylvania
$3.21K 33 +33 New
VNA
729
Valley National Advisers
Pennsylvania
$3K 30 -185 -86%
JWM
730
Janiczek Wealth Management
Colorado
$3K 31 – –
CA
731
Clearstead Advisors
Ohio
$3K 33 – –
HR
732
Howe & Rusling
New York
$3K 35 – –
NFSG
733
Newbridge Financial Services Group
Florida
$3K 33 +1 +3%
EWA
734
EverSource Wealth Advisors
Alabama
$3K 27 +27 New
OFG
735
Oxford Financial Group
Indiana
$2K 20 – –
HI
736
Hudock Inc
Pennsylvania
$2K 24 – –
SMA
737
Sage Mountain Advisors
Georgia
$2K 21 – –
PP
738
PFS Partners
New Jersey
$1.83K 19 – –
TAM
739
Tucker Asset Management
Colorado
$1.79K 17 – –
PGAM
740
Princeton Global Asset Management
New Jersey
$1K 13 – –
TFA
741
Transamerica Financial Advisors
Florida
$1K 1 – –
BIA
742
Bell Investment Advisors
California
$1K 6 – –
LC
743
Lindbrook Capital
California
$1K 14 +14 New
FSWA
744
Financial Synergies Wealth Advisors
Texas
$688 7 – –
FGAM
745
Financial Gravity Asset Management
Texas
$312 96 -6 -6%
AFIMH
746
American Family Insurance Mutual Holding
Wisconsin
– – -194,604 Closed
NSCM
747
New South Capital Management
Tennessee
– – -17,575 Closed
OMC
748
Old Mission Capital
Illinois
– – -12,928 Closed
CBN
749
Cadence Bank NA
Texas
– – -7,545 Closed
Millennium Management
750
Millennium Management
New York
– – -7,211 Closed
28 29
30
31 32