IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

489 hedge funds and large institutions have $7.57B invested in iShares Russell Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 152 increasing their positions, 137 reducing their positions, and 30 closing their positions.

Holders
489
Holders Change
+55
Holders Change %
+12.67%
% of All Funds
11.11%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.75%
New
87
Increased
152
Reduced
137
Closed
30
Calls
$205K
Puts
$2.86M
Net Calls
-$2.66M
Net Calls Change
-$27.7M

Top Buyers

1
SGAM
1
Stephens Group Asset Management
Arkansas
$79.7M
2
TF
2
TIAA FSB
Florida
$1.98B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$485M
4
Bank of America
4
Bank of America
North Carolina
$335M
5
WWM
5
Windsor Wealth Management
Indiana
$29.3M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$267M
2
SI
2
Stephens Inc
Arkansas
$97M
3
SAM
3
Sentinel Asset Management
Vermont
$9.88M
4
Victory Capital Management
4
Victory Capital Management
Texas
$164M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.27M
Name Market Value Shares Shares
Change 		Shares
Change %
CL
126
Choreo LLC
Illinois
$2.75M 30,806 +124 +0.4%
BC
127
Bartlett & Co
Ohio
$2.73M 30,601 +2,510 +9%
GIM
128
Goelzer Investment Management
Indiana
$2.72M 30,460 +61 +0.2%
FWM
129
Frontier Wealth Management
Missouri
$2.63M 29,538 -1,798 -6%
ANB
130
Amarillo National Bank
Texas
$2.62M 29,429 – –
NCMW
131
Northern Capital Management (Wisconsin)
Wisconsin
$2.55M 28,542 -140 -0.5%
IA
132
IFP Advisors
Florida
$2.53M 28,420 +1,073 +4%
NWS
133
Newport Wealth Strategies
California
$2.52M 27,640 +27,640 New
SQA
134
Simon Quick Advisors
New Jersey
$2.45M 26,934 -5,878 -18%
BlackRock
135
BlackRock
New York
$2.45M 27,491 +4,347 +19%
IP
136
Investment Partners
Ohio
$2.43M 27,284 -82 -0.3%
Citadel Advisors
137
Citadel Advisors
Florida
$2.41M 27,049 +990 +4%
FMBTD
138
First Midwest Bank Trust Division
Illinois
$2.39M 26,833 -3,211 -11%
EWF
139
Epstein & White Financial
California
$2.34M 25,914 +25,914 New
FA
140
FCG Advisors
New Jersey
$2.33M 26,300 -287 -1%
WIC
141
Whitegate Investment Counselors
New Hampshire
$2.23M 24,962 – –
GWM
142
Geneos Wealth Management
Colorado
$2.2M 24,680 +1,205 +5%
FUBT
143
First United Bank & Trust
Maryland
$2.18M 24,488 -1,088 -4%
ASN
144
Advisory Services Network
Georgia
$2.18M 24,428 -39,940 -62%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$2.15M 24,110 -12,173 -34%
AT
146
Arden Trust
Delaware
$2.14M 23,969 -632 -3%
WT
147
Whittier Trust
California
$2.08M 23,275 +2,031 +10%
UCFA
148
United Capital Financial Advisors
Texas
$2M 22,298 +319 +1%
SCG
149
Sonata Capital Group
Washington
$1.98M 22,153 -1,251 -5%
CHC
150
City Holding Co
West Virginia
$1.97M 22,087 +1,065 +5%
4 5
6
7 8