IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

348 hedge funds and large institutions have $4.56B invested in iShares Russell Mid-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 116 increasing their positions, 110 reducing their positions, and 26 closing their positions.

Holders
348
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
9.39%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.7%
New
26
Increased
116
Reduced
110
Closed
26
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
-$1.91M

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$523M
2
VanEck Associates
2
VanEck Associates
New York
$22.9M
3
RC
3
Rinet Company
Massachusetts
$20.2M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$194M
5
NP
5
NorthRock Partners
Minnesota
$12.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$259M
2
CB
2
Commerce Bank
Missouri
$284M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5M
4
American Century Companies
4
American Century Companies
Missouri
$293M
5
ZB
5
Zions Bancorporation
Utah
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SIAS
151
Shine Investment Advisory Services
Colorado
$1.06M 14,300 +56 +0.4%
BRWA
152
B. Riley Wealth Advisors
Florida
$996K 13,498 +50 +0.4%
F
153
FolioMetrix
Nebraska
$984K 13,285 +3,794 +40%
WI
154
Wedgewood Investors
Pennsylvania
$983K 13,321 -72 -0.5%
Mariner
155
Mariner
Kansas
$956K 12,953 -337 -3%
PAG
156
Private Advisor Group
New Jersey
$930K 12,598 +2,516 +25%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$913K 12,376 +3,576 +41%
HNB
158
Huntington National Bank
Ohio
– – -11,446 Closed
GP
159
Girard Partners
Pennsylvania
$902K 12,225 +1,540 +14%
MGIA
160
Moneta Group Investment Advisors
Missouri
$872K 11,825 +4,168 +54%
TCM
161
Telos Capital Management
California
$871K 11,815 -485 -4%
TFCP
162
Twin Focus Capital Partners
Massachusetts
$822K 11,144 +11,144 New
NFC
163
Northeast Financial Consultants
Connecticut
$781K 10,584 – –
CA
164
Cetera Advisors
Colorado
$781K 10,609 +3,458 +48%
SWP
165
Stratos Wealth Partners
Ohio
$769K 10,417 -809 -7%
BWFA
166
Baltimore-Washington Financial Advisors
Maryland
$751K 10,182 -394 -4%
NPF
167
Norris Perne & French
Michigan
$748K 10,140 – –
SCM
168
SOL Capital Management
Maryland
$741K 10,050 – –
BTS
169
BB&T Securities
Virginia
$734K 9,961 +1,900 +24%
MCM
170
Manchester Capital Management
Vermont
$702K 9,513 – –
SWM
171
SVA Wealth Management
Wisconsin
$691K 9,364 +1,202 +15%
FCBT
172
First Citizens Bank & Trust
North Carolina
$677K 9,175 +9,175 New
MCM
173
MAI Capital Management
Ohio
$675K 9,149 +156 +2%
TNB
174
Thomasville National Bank
Georgia
$668K 9,062 +20 +0.2%
FB
175
Fulton Bank
Pennsylvania
$658K 8,917 – –
5 6
7
8 9