IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

536 hedge funds and large institutions have $7.96B invested in iShares Russell Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 190 reducing their positions, and 34 closing their positions.

Holders
536
Holders Change
-6
Holders Change %
-1.11%
% of All Funds
11.77%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
32
Increased
158
Reduced
190
Closed
34
Calls
$359K
Puts
$816K
Net Calls
-$457K
Net Calls Change
-$635K

Top Buyers

1
SCM
1
Sterling Capital Management
North Carolina
$152M
2
US Bancorp
2
US Bancorp
Minnesota
$144M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
TF
4
TIAA FSB
Florida
$1.54B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$684M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$330M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$49.1M
3
SB
3
Suntrust Banks
Georgia
$36.5M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$73K
5
NP
5
NorthRock Partners
Minnesota
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
IP
126
Investment Partners
Ohio
$3.14M 34,983 -324 -0.9%
APA
127
American Portfolios Advisors
New York
$3.1M 34,615 +462 +1%
LPIC
128
LeJeune Puetz Investment Counsel
Michigan
$2.97M 33,072 – –
GWMIA
129
Global Wealth Management Investment Advisory
Florida
$2.95M 32,884 +1,311 +4%
RWP
130
RWA Wealth Partners
Massachusetts
$2.88M 32,063 -2,343 -7%
MOACM
131
Mutual of America Capital Management
New York
$2.82M 31,420 -5,000 -14%
UCFA
132
United Capital Financial Advisors
Texas
$2.64M 29,428 +5,916 +25%
SQA
133
Simon Quick Advisors
New Jersey
$2.62M 29,151 -11 -0%
SFG
134
Sage Financial Group
Pennsylvania
$2.59M 28,850 -74 -0.3%
PFA
135
Pure Financial Advisors
California
$2.56M 28,526 -683 -2%
Kovitz Investment Group Partners
136
Kovitz Investment Group Partners
Illinois
$2.56M 28,484 -516 -2%
BlackRock
137
BlackRock
New York
$2.55M 28,389 +530 +2%
RC
138
Rinet Company
Massachusetts
$2.53M 28,155 +53 +0.2%
NFC
139
Northeast Financial Consultants
Connecticut
$2.51M 28,008 +46 +0.2%
FNT
140
First National Trust
Pennsylvania
$2.47M 27,581 -1,343 -5%
GIM
141
Goelzer Investment Management
Indiana
$2.38M 26,559 -4 -0%
CL
142
Choreo LLC
Illinois
$2.19M 24,459 -1,328 -5%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$2.19M 19,071 – –
FWM
144
Frontier Wealth Management
Missouri
$2.18M 24,323 -556 -2%
CHC
145
City Holding Co
West Virginia
$2.18M 24,294 +725 +3%
Cerity Partners
146
Cerity Partners
New York
$2.16M 24,092 +7,286 +43%
WTC
147
WhitTier Trust Company
Nevada
$2.15M 24,012 +1,934 +9%
GWM
148
Geneos Wealth Management
Colorado
$2.15M 24,010 -23 -0.1%
ANB
149
Amarillo National Bank
Texas
$2.12M 23,642 -168 -0.7%
Jane Street
150
Jane Street
New York
$2.08M 23,161 +23,161 New
4 5
6
7 8