IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

531 hedge funds and large institutions have $7.31B invested in iShares Russell Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 180 increasing their positions, 137 reducing their positions, and 60 closing their positions.

Holders
531
Holders Change
+28
Holders Change %
+5.57%
% of All Funds
11.85%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.62%
New
94
Increased
180
Reduced
137
Closed
60
Calls
$214K
Puts
$775K
Net Calls
-$561K
Net Calls Change
-$642K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$391M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$75.3M
3
FIA
3
Foundations Investment Advisors
Arizona
$41M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$42.6M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$45.6M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$193M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$342M
3
SS
3
Simplicity Solutions
Minnesota
$616K
4
AWM
4
AE Wealth Management
Kansas
$589K
5
GG
5
GenWealth Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$8.78M 114,895 +5,257 +5%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$8.73M 114,387 +32,704 +40%
NI
78
Nuance Investments
Missouri
$8.13M 106,510 +87,213 +452%
SPIA
79
Steward Partners Investment Advisory
New York
$7.89M 103,277 -20,832 -17%
Two Sigma Investments
80
Two Sigma Investments
New York
$7.69M 100,773 +96,500 +2,258%
Northern Trust
81
Northern Trust
Illinois
$7.42M 97,217 +2,485 +3%
Mariner
82
Mariner
Kansas
$7.4M 96,854 +9,788 +11%
EWA
83
EP Wealth Advisors
California
$7.35M 96,241 +89,390 +1,305%
CAN
84
Cetera Advisor Networks
California
$7.21M 94,670 +2,998 +3%
WA
85
Waverly Advisors
Alabama
$7.05M 92,317 +92,317 New
MWP
86
MYCIO Wealth Partners
Pennsylvania
$7.04M 92,235 +75,371 +447%
PC
87
Port Capital
Illinois
$6.85M 89,773 -15,695 -15%
MA
88
MUFG Americas
New York
$6.73M 88,085 -514 -0.6%
AG
89
Advisor Group
Arizona
$6.72M 87,955 +3,125 +4%
AI
90
Accredited Investors
Minnesota
$6.71M 87,935 +84,280 +2,306%
SPL
91
Smart Portfolios LLC
Washington
$6.32M 82,811 -418 -0.5%
SWM
92
Strategic Wealth Management
Washington
$6.19M 81,103 -397 -0.5%
FMT
93
First Mercantile Trust
Tennessee
$6.13M 80,299 +1,790 +2%
BC
94
Brinker Capital
Pennsylvania
$6.12M 80,090 +80,090 New
HSA
95
HBK Sorce Advisory
Pennsylvania
$6.09M 79,818 -2,815 -3%
UCFA
96
United Capital Financial Advisors
Texas
$6.07M 79,556 +57,907 +267%
OAM
97
Oppenheimer Asset Management
New York
$5.87M 76,832 +76,832 New
PAG
98
Private Advisor Group
New Jersey
$5.87M 74,243 +44,850 +153%
IAA
99
Ironsides Asset Advisors
North Carolina
$5.67M 74,280 – –
Natixis Advisors
100
Natixis Advisors
Massachusetts
$5.54M 72,602 -6,321 -8%
2 3
4
5 6