IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

542 hedge funds and large institutions have $7.68B invested in iShares Russell Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 53 closing their positions.

Holders
542
Holders Change
-21
Holders Change %
-3.73%
% of All Funds
11.79%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
39
Increased
190
Reduced
171
Closed
53
Calls
$624K
Puts
$446K
Net Calls
+$178K
Net Calls Change
-$5K

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.49B
2
US Bancorp
2
US Bancorp
Minnesota
$70.4M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$664M
4
SS
4
Simplicity Solutions
Minnesota
$38.4M
5
American Century Companies
5
American Century Companies
Missouri
$392M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
CL
2
Cabana LLC
Arkansas
$822K
3
FIA
3
Foundations Investment Advisors
Arizona
$501K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$211M
5
Morgan Stanley
5
Morgan Stanley
New York
$415M
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
126
RWA Wealth Partners
Massachusetts
$3.07M 34,406 -1,534 -4%
APA
127
American Portfolios Advisors
New York
$3.04M 34,153 -819 -2%
LPIC
128
LeJeune Puetz Investment Counsel
Michigan
$2.95M 33,072 – –
GWMIA
129
Global Wealth Management Investment Advisory
Florida
$2.81M 31,573 -93 -0.3%
PFA
130
Pure Financial Advisors
California
$2.6M 29,209 -1,454 -5%
SQA
131
Simon Quick Advisors
New Jersey
$2.6M 29,162 +244 +0.8%
Kovitz Investment Group Partners
132
Kovitz Investment Group Partners
Illinois
$2.59M 29,000 -781 -3%
SFG
133
Sage Financial Group
Pennsylvania
$2.58M 28,924 -48 -0.2%
FNT
134
First National Trust
Pennsylvania
$2.58M 28,924 +1,487 +5%
RC
135
Rinet Company
Massachusetts
$2.51M 28,102 +410 +1%
NFC
136
Northeast Financial Consultants
Connecticut
$2.49M 27,962 +43 +0.2%
BlackRock
137
BlackRock
New York
$2.48M 27,859 -741 -3%
GIM
138
Goelzer Investment Management
Indiana
$2.37M 26,563 +685 +3%
CL
139
Choreo LLC
Illinois
$2.3M 25,787 -2,101 -8%
AIG
140
American International Group
New York
$2.24M 25,125 +400 +2%
FWM
141
Frontier Wealth Management
Missouri
$2.22M 24,879 -266 -1%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$2.19M 19,071 – –
HNB
143
Huntington National Bank
Ohio
– – – –
GWM
144
Geneos Wealth Management
Colorado
$2.14M 24,033 +1,477 +7%
ANB
145
Amarillo National Bank
Texas
$2.12M 23,810 -1,940 -8%
CHC
146
City Holding Co
West Virginia
$2.1M 23,569 +1,895 +9%
UCFA
147
United Capital Financial Advisors
Texas
$2.1M 23,512 +2,875 +14%
I2I
148
Insight 2811 Inc
Illinois
$2.09M 23,111 +511 +2%
WT
149
Whittier Trust
California
$2.02M 22,675 -8,000 -26%
PSUF
150
People's United Financial
Connecticut
$2M 22,428 +14,493 +183%
4 5
6
7 8