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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 %
Legacy Financial Group (Iowa)
776
Legacy Financial Group (Iowa)
Iowa
$1.77K 17 +17 New
LC
777
Lindbrook Capital
California
$1.46K 14 -38 -73%
PGAM
778
Princeton Global Asset Management
New Jersey
$1.36K 13 – –
TFA
779
Transamerica Financial Advisors
Florida
$1K 1 – –
SFG
780
Steward Financial Group
Texas
$1K 15 +15 New
CT
781
Clearstead Trust
Maine
$939 9 +9 New
FSWA
782
Financial Synergies Wealth Advisors
Texas
$758 7 – –
BIA
783
Bell Investment Advisors
California
$627 6 – –
CPG
784
Cornerstone Planning Group
New Jersey
$313 3 +3 New
FGAM
785
Financial Gravity Asset Management
Texas
$305 3 -107 -97%
FAM
786
Family Asset Management
South Carolina
$209 2 – –
TAIM
787
TD Ameritrade Investment Management
Nebraska
– – -204,874 Closed
GG
788
GenWealth Group
New Jersey
– – -119,921 Closed
Jane Street
789
Jane Street
New York
– – -25,971 Closed
CW
790
CreativeOne Wealth
Kansas
– – -25,308 Closed
Susquehanna International Group
791
Susquehanna International Group
Pennsylvania
– – -22,767 Closed
PG
792
Prostatis Group
Maryland
– – -16,103 Closed
V
793
Veritable
Delaware
– – -15,118 Closed
TA
794
TFB Advisors
Kansas
– – -12,474 Closed
RFWA
795
RPg Family Wealth Advisory
Massachusetts
– – -11,019 Closed
JF
796
JSF Financial
California
– – -8,608 Closed
HI
797
HBK Investments
Texas
– – -7,903 Closed
SI
798
Saxon Interests
Texas
– – -4,738 Closed
RWA
799
Ropes Wealth Advisors
Massachusetts
– – -3,757 Closed
JCM
800
J2 Capital Management
Michigan
– – -3,682 Closed
30 31
32
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