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iShares Russell Mid-Cap Value ETF
IWS

831 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 261 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,919% more call options, than puts

Call options by funds: $5.47M | Put options by funds: $42K

316% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 32

12% more funds holding

Funds holding: 743 → 831 (+88)

9% more capital invested

Capital invested by funds: $9.7B → $10.6B (+$872M)

3% more funds holding in top 10

Funds holding in top 10: 35 → 36 (+1)

1% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 258

0.77% less ownership

Funds ownership: 81.96% → 81.19% (-0.77%)

Holders
831
Holders Change
+88
Holders Change %
+11.84%
% of All Funds
13.36%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.58%
New
133
Increased
261
Reduced
258
Closed
32
Calls
$5.47M
Puts
$42K
Net Calls
+$5.43M
Net Calls Change
+$4.62M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$26.5M
2
US Bancorp
US Bancorp
Minnesota
+$14.5M
3
GG
GenWealth Group
New Jersey
+$13.1M
4
Ameriprise
Ameriprise
Minnesota
+$10.5M
5
LI
Leeward Investments
Massachusetts
+$8.29M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$109M
2
American Century Companies
American Century Companies
Missouri
-$79.8M
3
TF
TIAA FSB
Florida
-$46.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$20M
5
ACA
Anchor Capital Advisors
Massachusetts
-$18.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Mascoma Wealth Management
New Hampshire
$5.27K – – –
RPCA
802
Running Point Capital Advisors
California
$5.16K – – –
CYG
803
Clean Yield Group
Vermont
$4.95K +$4.93K +47 New
CWC
804
Carolinas Wealth Consulting
North Carolina
$4.85K – – –
CWA
805
Clearview Wealth Advisors
Oregon
$4.74K – – –
MFC
806
Morris Financial Concepts
South Carolina
$4.73K – – –
MPCL
807
My Personal CFO LLC
Washington
$4.32K +$4.3K +41 New
RFS
808
Retirement Financial Solutions
Tennessee
$4.32K +$4.3K +41 New
VCM
809
Versant Capital Management
Arizona
$3.58K +$3.57K +34 New
CA
810
Clearstead Advisors
Ohio
$3.48K – – –
LC
811
Lindbrook Capital
California
$3.48K +$1.99K +19 +136%
NFSG
812
Newbridge Financial Services Group
Florida
$3.46K – – –
JWM
813
Janiczek Wealth Management
Colorado
$3.45K – – –
VNA
814
Valley National Advisers
Pennsylvania
$3K – – –
WWP
815
WR Wealth Planners
Missouri
$2.63K +$2.62K +25 New
OFG
816
Oxford Financial Group
Indiana
$2.11K – – –
PP
817
PFS Partners
New Jersey
$2K – – –
FA
818
Fiduciary Alliance
South Carolina
$2K +$1.99K +19 New
TAM
819
Tucker Asset Management
Colorado
$1.8K – – –
CA
820
Corrado Advisors
New Jersey
$1.79K +$1.78K +17 New
TFS
821
TrustCore Financial Services
Tennessee
$1.58K +$1.57K +15 New
PFA
822
Pathway Financial Advisers
Indiana
$1.27K +$1.26K +12 New
FAM
823
Family Asset Management
South Carolina
$1.16K +$1.15K +11 New
PGAM
824
Princeton Global Asset Management
New Jersey
$1K – – –
TFA
825
Transamerica Financial Advisors
Florida
$1K – – –
31 32
33
34 35

IWS Hedge Fund Activity: Q4 2022 in Review

831 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2022, worth a combined $10.6B — up 9% from $9.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new IWS positions and 32 closed out — a net gain of 101 holders — while 261 added to existing stakes and 258 trimmed.

The largest buyer was Wells Fargo, adding an estimated $26.5M. The largest seller was Morgan Stanley, cutting an estimated $109M.

  • 831 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2022, up from 743 in Q3 2022.
  • Funds reported $10.6B of iShares Russell Mid-Cap Value ETF stock for Q4 2022, up 9% quarter-over-quarter.
  • 133 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2022 and 32 closed out, a net change of +101 holders.
  • The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2022 was Wells Fargo, an estimated $26.5M added.
  • The largest iShares Russell Mid-Cap Value ETF seller in Q4 2022 was Morgan Stanley, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2022.