IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K

Top Buyers

1
UBS AM
UBS AM
Illinois
$403M
2
Victory Capital Management
Victory Capital Management
Texas
$265M
3
Bank of America
Bank of America
North Carolina
$514M
4
AP
Advisors Preferred
Maryland
$46.9M
5
Morgan Stanley
Morgan Stanley
New York
$1.11B

Top Sellers

1
TF
TIAA FSB
Florida
$2.2B
2
American Century Companies
American Century Companies
Missouri
$0
3
Truist Financial
Truist Financial
North Carolina
$107M
4
PAG
Private Advisor Group
New Jersey
$17.2M
5
RWG
Regal Wealth Group
California
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASFA
126
All Season Financial Advisors
Colorado
$6.41M +$6.41M +52,338 New
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$6.33M +$1.66M +13,595 +36%
KFP
128
KMG Fiduciary Partners
Ohio
$6.3M -$466K -3,806 -7%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$6.16M +$10.3K +84 +0.2%
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$6.15M -$67.2K -549 -1%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$5.7M +$855K +6,986 +18%
William Blair & Company
132
William Blair & Company
Illinois
$5.35M +$562K +4,594 +12%
RFC
133
Regions Financial Corp
Alabama
$5.28M +$283K +2,316 +6%
EARNEST Partners
134
EARNEST Partners
Georgia
$5.15M +$2.36M +19,294 +85%
BWA
135
Beam Wealth Advisors
Louisiana
$5.08M +$156K +1,273 +3%
MCM
136
MAI Capital Management
Ohio
$5.05M +$902K +7,369 +22%
KPWS
137
Kestra Private Wealth Services
Texas
$4.99M +$2.86M +23,392 +135%
MGIA
138
Moneta Group Investment Advisors
Missouri
$4.94M +$23.5K +192 +0.5%
CB
139
Community Bank
New York
$4.9M -$34.3K -280 -0.7%
SI
140
Saxon Interests
Texas
$4.89M +$4.89M +39,841 New
CG
141
Corundum Group
Colorado
$4.87M -$58.7K -480 -1%
HSA
142
HBK Sorce Advisory
Pennsylvania
$4.84M -$23.5K -192 -0.5%
AWM
143
Aprio Wealth Management
Georgia
$4.81M +$1.39M +11,378 +41%
MG
144
Mather Group
Illinois
$4.75M +$4.75M +38,833 New
SWM
145
Southern Wealth Management
Texas
$4.61M -$4.65M -37,988 -50%
PIA
146
Powell Investment Advisors
Florida
$4.55M +$139K +1,137 +3%
CAM
147
Cozad Asset Management
Illinois
$4.5M +$1.03M +8,388 +30%
EWA
148
EP Wealth Advisors
California
$4.46M -$200K -1,631 -4%
PRWA
149
Platte River Wealth Advisors
Colorado
$4.41M -$120K -981 -3%
SS
150
Simplicity Solutions
Minnesota
$4.37M +$1.2M +9,784 +38%
4 5
6
7 8