IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

563 hedge funds and large institutions have $6.35B invested in iShares Russell Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 139 increasing their positions, 214 reducing their positions, and 30 closing their positions.

Holders
563
Holders Change
+32
Holders Change %
+6.03%
% of All Funds
12.2%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
67
Increased
139
Reduced
214
Closed
30
Calls
$565K
Puts
$382K
Net Calls
+$183K
Net Calls Change
+$744K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$361M
2
ZB
2
Zions Bancorporation
Utah
$43.4M
3
CL
3
Cabana LLC
Arkansas
$23.4M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$625M
5
SGAM
5
Stephens Group Asset Management
Arkansas
$148M

Top Sellers

1
TF
1
TIAA FSB
Florida
$277M
2
Bank of America
2
Bank of America
North Carolina
$348M
3
Wells Fargo
3
Wells Fargo
California
$376M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$4.51M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$346M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
151
American International Group
New York
$2.15M 24,725 +15,600 +171%
BRWM
152
B. Riley Wealth Management
Tennessee
$1.99M 22,888 +2,483 +12%
WIC
153
Whitegate Investment Counselors
New Hampshire
$1.97M 22,622 -2,340 -9%
I2I
154
Insight 2811 Inc
Illinois
$1.96M 22,600 -788 -3%
GWM
155
Geneos Wealth Management
Colorado
$1.96M 22,556 +31 +0.1%
FWP
156
FAS Wealth Partners
Kansas
$1.94M 22,296 +39 +0.2%
WTC
157
WhitTier Trust Company
Nevada
$1.91M 21,942 -1,666 -7%
TC
158
Telemus Capital
Michigan
$1.9M 21,868 +1,436 +7%
CHC
159
City Holding Co
West Virginia
$1.88M 21,674 -98 -0.5%
FMBTD
160
First Midwest Bank Trust Division
Illinois
$1.83M 21,028 -2,288 -10%
BWFA
161
Baltimore-Washington Financial Advisors
Maryland
$1.82M 20,963 -701 -3%
UCFA
162
United Capital Financial Advisors
Texas
$1.79M 20,637 -58,919 -74%
FA
163
FCG Advisors
New Jersey
$1.73M 19,867 -711 -3%
SPC
164
Sigma Planning Corp
Michigan
$1.72M 19,757 +1,630 +9%
BJL
165
Brighton Jones LLC
Washington
$1.7M 19,596 +8 +0%
IWM
166
IHT Wealth Management
Illinois
$1.69M 19,424 +2,826 +17%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$1.68M 19,338 -4,586 -19%
SWP
168
Stratos Wealth Partners
Ohio
$1.67M 19,222 -2,734 -12%
MCM
169
MAI Capital Management
Ohio
$1.66M 19,062 +696 +4%
TCM
170
Telos Capital Management
California
$1.64M 18,850 +1,659 +10%
WSFS
171
Wilmington Savings Fund Society
Delaware
$1.64M 18,829 -2,104 -10%
AT
172
Arden Trust
Delaware
$1.64M 18,828 -469 -2%
GT
173
Glenview Trust
Kentucky
$1.61M 18,524 +680 +4%
FIM
174
Freedom Investment Management
Connecticut
$1.6M 18,434 -107 -0.6%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$1.58M 18,201 +5,498 +43%
5 6
7
8 9