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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 %
GW
76
GW & Wade
Massachusetts
$12M 115,453 -2,114 -2%
AAS
77
Avantax Advisory Services
Texas
$12M 114,865 -10,827 -9%
Northern Trust
78
Northern Trust
Illinois
$11.7M 111,961 +855 +0.8%
FWM
79
FSA Wealth Management
Massachusetts
$11.3M 108,777 +913 +0.8%
CM
80
Churchill Management
California
$11.1M 106,508 -6,304 -6%
FTS
81
Fifth Third Securities
Ohio
$10.9M 104,116 +2,723 +3%
Creative Planning
82
Creative Planning
Kansas
$10.5M 100,434 -132 -0.1%
MGIA
83
Moneta Group Investment Advisors
Missouri
$10.4M 99,983 +13,257 +15%
HIP
84
HUB Investment Partners
Texas
$10.4M 99,966 +384 +0.4%
BF
85
BOK Financial
Oklahoma
$10.4M 105,154 -4,324 -4%
SPIA
86
Steward Partners Investment Advisory
New York
$10.3M 99,194 +11,643 +13%
NI
87
Nuance Investments
Missouri
$9.82M 94,141 +69,011 +275%
JFG
88
JMG Financial Group
Illinois
$9.27M 88,847 -581 -0.6%
BIM
89
Bridges Investment Management
Nebraska
$9.23M 88,480 -4,135 -4%
JIC
90
Johnson Investment Counsel
Ohio
$9.15M 87,698 -688 -0.8%
VNIM
91
Vaughan Nelson Investment Management
Texas
$8.78M 84,123 -179,893 -68%
XF
92
XML Financial
Maryland
$8.76M 83,944 -1,608 -2%
E
93
ETFidea
New York
$8.54M 81,878 +528 +0.6%
KPWS
94
Kestra Private Wealth Services
Texas
$8.54M 81,867 +407 +0.5%
FHA
95
First Horizon Advisors
Tennessee
$8.44M 80,889 +2,139 +3%
OAM
96
Occidental Asset Management
California
$8.39M 80,457 +17,751 +28%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$8.09M 74,176 -5,288 -7%
Principal Financial Group
98
Principal Financial Group
Iowa
$8.08M 77,400 +600 +0.8%
Prudential Financial
99
Prudential Financial
New Jersey
$8.07M 77,381 -5,821 -7%
FPIS
100
Financial Planning & Information Services
Wisconsin
$7.49M 71,737 -2,202 -3%
2 3
4
5 6