IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

434 hedge funds and large institutions have $7.03B invested in iShares Russell Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
10.84%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
35
Increased
142
Reduced
135
Closed
35
Calls
$26.7M
Puts
$1.61M
Net Calls
+$25M
Net Calls Change
+$25.4M

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.81B
2
Goldman Sachs
2
Goldman Sachs
New York
$74.8M
3
LFAS
3
Level Four Advisory Services
Texas
$29.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$358M
5
American Century Companies
5
American Century Companies
Missouri
$367M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$69.7M
2
UBS AM
2
UBS AM
Illinois
$73.5K
3
Stifel Financial
3
Stifel Financial
Missouri
$9.11M
4
Bank of America
4
Bank of America
North Carolina
$287M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
RC
101
Rinet Company
Massachusetts
$3.86M 45,398 -258 -0.6%
TRCT
102
Tower Research Capital (TRC)
New York
$3.8M 44,800 -25,195 -36%
Prudential Financial
103
Prudential Financial
New Jersey
$3.77M 44,334 -17,191 -28%
MIAN
104
Mariner Independent Advisor Network
Kansas
$3.51M 41,345 +41,345 New
SRSA
105
S.R. Schill & Associates
Washington
$3.45M 40,608 +14,759 +57%
CB
106
Community Bank
New York
$3.33M 39,247 +40 +0.1%
PFA
107
Pure Financial Advisors
California
$3.25M 38,221 -1,232 -3%
PFP
108
Pinnacle Financial Partners
Tennessee
$3.13M 36,795 +8,279 +29%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$3.08M 36,283 -14,030 -28%
V
110
Veritable
Delaware
$3.06M 36,044 -4,240 -11%
HFS
111
HL Financial Services
Kentucky
$3.05M 35,853 -640 -2%
AFP
112
Ausdal Financial Partners
Iowa
$2.88M 33,937 -5,226 -13%
GW
113
GW & Wade
Massachusetts
$2.8M 32,949 +2,326 +8%
SQA
114
Simon Quick Advisors
New Jersey
$2.79M 32,812 +1,526 +5%
PAG
115
Private Advisor Group
New Jersey
$2.75M 32,211 +838 +3%
BA
116
BKS Advisors
Michigan
$2.74M 32,247 +382 +1%
Creative Planning
117
Creative Planning
Kansas
$2.72M 32,060 +3,738 +13%
FWM
118
Frontier Wealth Management
Missouri
$2.66M 31,336 -2,908 -8%
CL
119
Choreo LLC
Illinois
$2.61M 30,682 -1,008 -3%
GIM
120
Goelzer Investment Management
Indiana
$2.58M 30,399 -315 -1%
FMBTD
121
First Midwest Bank Trust Division
Illinois
$2.55M 30,044 +856 +3%
FTS
122
Fifth Third Securities
Ohio
$2.54M 29,884 +1,686 +6%
ANB
123
Amarillo National Bank
Texas
$2.5M 29,429 +401 +1%
ACA
124
Anchor Capital Advisors
Massachusetts
$2.46M 28,940 +1,885 +7%
NCMW
125
Northern Capital Management (Wisconsin)
Wisconsin
$2.44M 28,682 -4,705 -14%
3 4
5
6 7