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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$403M
2
Victory Capital Management
2
Victory Capital Management
Texas
$265M
3
Bank of America
3
Bank of America
North Carolina
$514M
4
AP
4
Advisors Preferred
Maryland
$46.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.11B

Top Sellers

1
TF
1
TIAA FSB
Florida
$2.2B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Truist Financial
3
Truist Financial
North Carolina
$107M
4
PAG
4
Private Advisor Group
New Jersey
$17.2M
5
RWG
5
Regal Wealth Group
California
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
76
Fifth Third Securities
Ohio
$14.7M +$256K +2,095 +2%
SPIA
77
Steward Partners Investment Advisory
New York
$14.5M +$744K +6,083 +5%
HighTower Advisors
78
HighTower Advisors
Illinois
$14.4M +$2.29M +18,743 +19%
APP
79
Avantax Planning Partners
Iowa
$14.2M +$1.52M +12,421 +12%
FC
80
Forte Capital
New York
$13.9M +$346K +2,825 +3%
PWAG
81
Polaris Wealth Advisory Group
California
$13.5M -$61.3K -501 -0.5%
BF
82
BOK Financial
Oklahoma
$13.3M +$212K +1,729 +2%
Prudential Financial
83
Prudential Financial
New Jersey
$13.2M +$5.73M +77,411 +76%
SEM
84
Strategic Equity Management
Arizona
$12.8M -$3.89M -31,821 -23%
Northern Trust
85
Northern Trust
Illinois
$12.7M +$532K +4,346 +4%
SG Americas Securities
86
SG Americas Securities
New York
$12.4M +$12.4M +101,300 New
SC
87
Savant Capital
Illinois
$12.2M +$10.5M +85,995 +617%
JIC
88
Johnson Investment Counsel
Ohio
$11.8M -$91.3K -746 -0.8%
HIP
89
HUB Investment Partners
Texas
$11.8M +$50.4K +412 +0.4%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$11.7M -$4.19M -34,242 -26%
CWM
91
Connecticut Wealth Management
Connecticut
$11.6M -$21.7K -177 -0.2%
GW
92
GW & Wade
Massachusetts
$11.4M +$714K +5,834 +7%
BIM
93
Bridges Investment Management
Nebraska
$11.3M -$1.3M -10,607 -10%
BC
94
Bartlett & Co
Ohio
$11.1M +$339K +2,772 +3%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$11.1M +$339K +2,772 +3%
AAS
96
Avantax Advisory Services
Texas
$11M +$1.96M +16,028 +22%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$11M +$1.04M +8,533 +11%
MCWS
98
McKinley Carter Wealth Services
West Virginia
$10.9M +$600K +4,904 +6%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$10.9M +$808K +6,605 +8%
CAN
100
Cetera Advisor Networks
California
$10.8M +$1.45M +11,856 +16%
2 3
4
5 6