IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

532 hedge funds and large institutions have $6.5B invested in iShares Russell Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 167 increasing their positions, 202 reducing their positions, and 128 closing their positions.

Holders
532
Holders Change
-88
Holders Change %
-14.19%
% of All Funds
11.75%
Holding in Top 10
25
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-34.21%
% of All Funds
0.55%
New
49
Increased
167
Reduced
202
Closed
128
Calls
$378K
Puts
$10K
Net Calls
+$368K
Net Calls Change
+$593K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$608M
2
TF
2
TIAA FSB
Florida
$1.24B
3
Betterment LLC
3
Betterment LLC
New York
$206M
4
Victory Capital Management
4
Victory Capital Management
Texas
$248M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$600M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$50.7M
2
GLI
2
Guardian Life Insurance
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$144M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M
5
MMEA
5
Main Management ETF Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IP
126
Investment Partners
Ohio
$2.21M 34,531 -108 -0.3%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$2.19M 19,071 – –
CA
128
Cetera Advisors
Colorado
$2.17M 34,312 -8,021 -19%
CCM
129
Condor Capital Management
New Jersey
$2.16M 33,642 +33,642 New
FMBTD
130
First Midwest Bank Trust Division
Illinois
$2.15M 33,565 +661 +2%
UCFA
131
United Capital Financial Advisors
Texas
$2.13M 33,202 -114 -0.3%
LPIC
132
LeJeune Puetz Investment Counsel
Michigan
$2.12M 33,072 – –
SW
133
SkyOak Wealth
Michigan
$2.1M 32,821 +7,566 +30%
TPCW
134
TD Private Client Wealth
New York
$2.07M 32,350 +3,953 +14%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$2.02M 31,544 -4,382 -12%
NI
136
Nuance Investments
Missouri
$2.02M 31,442 +18,654 +146%
BlackRock
137
BlackRock
New York
$2.01M 31,308 -57,731 -65%
CA
138
Cornerstone Advisory
Maryland
$1.89M 29,475 -5,350 -15%
AI
139
Accredited Investors
Minnesota
$1.86M 29,089 -44,770 -61%
DI
140
Disciplined Investments
Oklahoma
$1.81M 28,283 +14,381 +103%
FNT
141
First National Trust
Pennsylvania
$1.81M 28,239 -727 -3%
NFC
142
Northeast Financial Consultants
Connecticut
$1.79M 27,867 -191 -0.7%
CHC
143
City Holding Co
West Virginia
$1.75M 27,349 +1,535 +6%
GC
144
Guggenheim Capital
Illinois
$1.74M 27,146 +27,146 New
RC
145
Rinet Company
Massachusetts
$1.73M 26,913 -1,470 -5%
WT
146
Whittier Trust
California
$1.71M 26,653 +3,978 +18%
GRP
147
Global Retirement Partners
California
$1.7M 26,503 +23,682 +839%
RIG
148
Roosevelt Investment Group
New York
$1.63M 25,499 +25,499 New
EWA
149
ERTS Wealth Advisors
Michigan
$1.63M 25,444 +25,444 New
AB
150
Atlas Brown
Kentucky
$1.62M 25,324 +1,988 +9%
4 5
6
7 8