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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 %
Qube Research & Technologies (QRT)
751
Qube Research & Technologies (QRT)
United Kingdom
$7.93K 76 +76 New
SIC
752
Salem Investment Counselors
North Carolina
$7.87K 75 – –
SC
753
Stephens Consulting
Michigan
$7.83K 75 – –
FP
754
Financial Perspectives
Minnesota
$7.72K 74 – –
BWL
755
Bogart Wealth LLC
Virginia
$7.41K 71 – –
DFC
756
DB Fitzpatrick & Co
Idaho
$6.99K 67 – –
CA
757
Clearstead Advisors
Ohio
$6.89K 66 +33 +100%
CSC
758
Caldwell Sutter Capital
California
$6.78K 65 – –
TVWM
759
Tower View Wealth Management
Wisconsin
$6K 58 -29 -33%
EWM
760
Evermay Wealth Management
Virginia
$5.67K 54 – –
MWM
761
Mascoma Wealth Management
New Hampshire
$5.22K 50 – –
MFC
762
Morris Financial Concepts
South Carolina
$4.69K 45 – –
SL
763
Salomon & Ludwin
Virginia
$4.17K 40 +40 New
NMG
764
New Millennium Group
Utah
$4.12K 40 -5 -11%
TCM
765
Tradewinds Capital Management
Washington
$3.97K 38 +38 New
GWSG
766
GPS Wealth Strategies Group
Colorado
$3.66K 35 – –
NFSG
767
Newbridge Financial Services Group
Florida
$3.46K 33 – –
JWM
768
Janiczek Wealth Management
Colorado
$3.24K 31 – –
VNA
769
Valley National Advisers
Pennsylvania
$3K 30 – –
TLCM
770
Twin Lakes Capital Management
California
$2.92K 28 +28 New
AC
771
AlphaCore Capital
California
$2.1K 20 – –
OFG
772
Oxford Financial Group
Indiana
$2.09K 20 – –
PP
773
PFS Partners
New Jersey
$1.98K 19 – –
RWM
774
Ruedi Wealth Management
Illinois
$1.86K 18 – –
TAM
775
Tucker Asset Management
Colorado
$1.77K 17 – –
29 30
31
32 33