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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.79%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
-$1.52M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$542M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$281M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$206M
4
US Bancorp
4
US Bancorp
Minnesota
$383M
5
SEI Investments
5
SEI Investments
Pennsylvania
$41.7M

Top Sellers

1
TF
1
TIAA FSB
Florida
$1.39B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$669M
4
AP
4
Advisors Preferred
Maryland
$6.54M
5
GG
5
GenWealth Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BF
76
BOK Financial
Oklahoma
$10.9M 107,451 -652 -0.6%
HF
77
HRT Financial
New York
$10.9M 107,381 +76,058 +243%
TSW
78
Thompson Siegel & Walmsley
Virginia
$10.7M 105,079 +42,165 +67%
BC
79
Bartlett & Co
Ohio
$10.6M 104,124 +4,728 +5%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$10.6M 104,124 +4,728 +5%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$10.6M 104,065 +1,103 +1%
Northern Trust
82
Northern Trust
Illinois
$10.5M 103,467 +47 +0%
SC
83
Savant Capital
Illinois
$10.3M 101,496 +1,931 +2%
GW
84
GW & Wade
Massachusetts
$10.2M 100,273 +1,299 +1%
Creative Planning
85
Creative Planning
Kansas
$10M 98,939 +20,715 +26%
HIP
86
HUB Investment Partners
Texas
$9.86M 97,066 +361 +0.4%
AAS
87
Avantax Advisory Services
Texas
$9.73M 95,754 -7,965 -8%
JIC
88
Johnson Investment Counsel
Ohio
$9.72M 95,704 -767 -0.8%
PWAG
89
Polaris Wealth Advisory Group
California
$9.66M 95,146 -7,333 -7%
BPWM
90
Badgley Phelps Wealth Managers
Washington
$9.66M 95,135 +70,469 +286%
CWM
91
Connecticut Wealth Management
Connecticut
$9.62M 94,752 +132 +0.1%
JFG
92
JMG Financial Group
Illinois
$9.61M 94,629 -48,218 -34%
Principal Financial Group
93
Principal Financial Group
Iowa
$9.45M 93,000 – –
Prudential Financial
94
Prudential Financial
New Jersey
$9.43M 92,007 -10,825 -11%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$9.42M 92,700 +909 +1%
BIM
96
Bridges Investment Management
Nebraska
$9.41M 92,615 – –
NA
97
NewEdge Advisors
Louisiana
$8.68M 85,410 +22,346 +35%
FPIS
98
Financial Planning & Information Services
Wisconsin
$8.67M 85,324 -1,963 -2%
AFP
99
Ausdal Financial Partners
Iowa
$8.64M 85,049 +70,746 +495%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$8.27M 80,032 +12,192 +18%
2 3
4
5 6