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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 %
HF
801
HRT Financial
New York
– – -3,526 Closed
VWA
802
V Wealth Advisors
Kansas
– – -3,341 Closed
AT
803
American Trust
Kentucky
– – -2,944 Closed
CCMG
804
Clark Capital Management Group
Pennsylvania
– – -2,717 Closed
SIC
805
Sigma Investment Counselors
Michigan
– – -2,398 Closed
PA
806
Prossimo Advisors
California
– – -2,281 Closed
BWA
807
Burt Wealth Advisors
Maryland
– – -2,218 Closed
BRA
808
Biechele Royce Advisors
Indiana
– – -2,183 Closed
PCIA
809
Prime Capital Investment Advisors
Kansas
– – -2,156 Closed
BO
810
Bank OZK
Arkansas
– – -2,052 Closed
FPCG
811
Forum Private Client Group
Indiana
– – -2,051 Closed
PCA
812
Prosperity Capital Advisors
Ohio
– – -1,986 Closed
PCA
813
Pallas Capital Advisors
Massachusetts
– – -1,934 Closed
VNB
814
Virginia National Bank
Virginia
– – -1,916 Closed
AI
815
Ariel Investments
Illinois
– – -1,880 Closed
GWM
816
GSB Wealth Management
Connecticut
– – -1,869 Closed
HTC
817
Haverford Trust Company
Pennsylvania
– – -1,863 Closed
DI
818
Disciplined Investments
Oklahoma
– – -1,849 Closed
WMA
819
West Michigan Advisors
Michigan
– – -1,829 Closed
DWT
820
Dorsey & Whitney Trust
South Dakota
– – -1,825 Closed
BA
821
Bristlecone Advisors
Washington
– – -1,291 Closed
HBT
822
Hills Bank & Trust
Iowa
– – -1,288 Closed
FA
823
Fiduciary Alliance
South Carolina
– – -1,017 Closed
RI
824
Ridgewood Investments
New Jersey
– – -612 Closed
FCG
825
Financial Connections Group
California
– – -517 Closed
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