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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.49%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.34B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$252M
3
American Century Companies
3
American Century Companies
Missouri
$238M
4
Bank of America
4
Bank of America
North Carolina
$470M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$46.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.7M
2
BCIM
2
Bishop & Co Investment Management
Pennsylvania
$229K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$38.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$146M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFP
126
Pinnacle Financial Partners
Tennessee
$5.05M 48,373 – –
GAB
127
German American Bancorp
Indiana
$4.87M 46,680 +808 +2%
PIA
128
Powell Investment Advisors
Florida
$4.82M 45,926 +189 +0.4%
CI
129
Conning Inc
Connecticut
$4.77M 45,730 +5,835 +15%
CA
130
Cetera Advisors
Colorado
$4.75M 45,508 +1,104 +2%
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$4.64M 44,498 -807 -2%
ECM
132
Evergreen Capital Management
Washington
$4.39M 41,850 -23 -0.1%
WP
133
WealthShield Partners
North Carolina
$4.38M 41,720 +4,603 +12%
GT
134
Glenmede Trust
Pennsylvania
$4.17M 39,982 -3,070 -7%
AWS
135
Atria Wealth Solutions
New York
$4.13M 39,500 +1,364 +4%
CB
136
Community Bank
New York
$4.04M 38,728 -225 -0.6%
ANB
137
Amarillo National Bank
Texas
$3.95M 37,853 – –
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$3.91M 37,504 -6,521 -15%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$3.86M 36,996 +1,406 +4%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$3.82M 36,564 -6,097 -14%
MG
141
Mather Group
Illinois
$3.81M 36,484 +242 +0.7%
IP
142
Investment Partners
Ohio
$3.75M 35,926 +2,387 +7%
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$3.7M 35,417 -2,397 -6%
EWA
144
EP Wealth Advisors
California
$3.64M 34,896 -78,963 -69%
EWMCB
145
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.62M 34,659 +30,090 +659%
KFG
146
Kingdom Financial Group
Arizona
$3.57M 34,201 +1,417 +4%
DWP
147
Destiny Wealth Partners
Florida
$3.52M 33,706 -1,323 -4%
GVAG
148
Great Valley Advisor Group
Delaware
$3.5M 33,567 +524 +2%
MWM
149
Modera Wealth Management
New Jersey
$3.43M 32,860 -207 -0.6%
FFN
150
Focus Financial Network
Minnesota
$3.38M 32,182 -61,613 -66%
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