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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

794 hedge funds and large institutions have $9.82B invested in iShares Russell Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 232 increasing their positions, 297 reducing their positions, and 72 closing their positions.

Holders
794
Holders Change
-36
Holders Change %
-4.34%
% of All Funds
12.71%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.51%
New
53
Increased
232
Reduced
297
Closed
72
Calls
$5.65M
Puts
$11K
Net Calls
+$5.64M
Net Calls Change
+$213K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$310M
2
Victory Capital Management
2
Victory Capital Management
Texas
$219M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$702M
4
Betterment LLC
4
Betterment LLC
New York
$235M
5
SEI Investments
5
SEI Investments
Pennsylvania
$25.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$399M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$117M
3
Bank of America
3
Bank of America
North Carolina
$425M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$0
5
Wells Fargo
5
Wells Fargo
California
$629M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
826
Artemis Wealth Advisors
New York
– – -3,500 Closed
OMC
827
Old Mission Capital
Illinois
– – -3,426 Closed
SCA
828
Snowden Capital Advisors
New York
– – -3,388 Closed
ACM
829
Advisors Capital Management
New Jersey
– – -2,588 Closed
LFAS
830
Level Four Advisory Services
Texas
– – -2,562 Closed
LHC
831
Little House Capital
Massachusetts
– – -2,523 Closed
WHG
832
Westwood Holdings Group
Texas
– – -2,490 Closed
VCM
833
Vivaldi Capital Management
Illinois
– – -2,414 Closed
WA
834
Wealth Alliance
New York
– – -2,361 Closed
JFG
835
Jefferies Financial Group
New York
– – -2,160 Closed
WAL
836
W Advisors LLC
Tennessee
– – -2,077 Closed
SFG
837
Sovereign Financial Group
Connecticut
– – -2,048 Closed
GGS
838
Galvin Gaustad & Stein
Arizona
– – -2,045 Closed
IA
839
Insight Advisors
Pennsylvania
– – -2,038 Closed
WAP
840
Wealthcare Advisory Partners
Pennsylvania
– – -1,983 Closed
GWM
841
GSB Wealth Management
Connecticut
– – -1,980 Closed
CCMG
842
Clark Capital Management Group
Pennsylvania
– – -1,904 Closed
FPCG
843
Fort Pitt Capital Group
Pennsylvania
– – -1,899 Closed
PIMG
844
Patriot Investment Management Group
Tennessee
– – -1,511 Closed
TL
845
Tradewinds LLC
North Carolina
– – -1,252 Closed
MCC
846
Money Concepts Capital
Florida
– – -688 Closed
LAM
847
Lakewood Asset Management
Illinois
– – -522 Closed
NSB
848
Norway Savings Bank
Maine
– – -350 Closed
AWM
849
Accurate Wealth Management
Florida
– – -336 Closed
USCWA
850
U.S. Capital Wealth Advisors
Texas
– – -288 Closed
31 32 33
34
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