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 %
SWM
151
Strategic Wealth Management
Washington
$4.26M +$4.26M +34,823 New
SPL
152
Smart Portfolios LLC
Washington
$4.26M +$4.26M +34,823 New
MA
153
MUFG Americas
New York
$4.26M -$145K -1,183 -3%
CG
154
Colony Group
Massachusetts
$4.25M +$3.37M +27,558 +384%
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$4.2M +$770K +6,290 +22%
Jane Street
156
Jane Street
New York
$4.19M +$3.02M +24,687 +259%
GWMIA
157
Global Wealth Management Investment Advisory
Florida
$4.17M -$301K -2,461 -7%
GT
158
Glenmede Trust
Pennsylvania
$4.13M -$215K -1,759 -5%
PFM
159
Parsec Financial Management
North Carolina
$4.11M -$1.35K -11 -0%
ML
160
McAdam LLC
Pennsylvania
$4.09M -$11.5K -94 -0.3%
LPIC
161
LeJeune Puetz Investment Counsel
Michigan
$4.05M – – –
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$4.02M +$429K +3,507 +12%
HGWM
163
Horst & Graben Wealth Management
Oregon
$4.02M -$407K -3,328 -9%
GVAG
164
Great Valley Advisor Group
Delaware
$3.91M -$40.6K -347 -1%
ECM
165
Evergreen Capital Management
Washington
$3.74M +$231K +1,888 +7%
ANB
166
Amarillo National Bank
Texas
$3.7M -$46.9K -383 -1%
IP
167
Investment Partners
Ohio
$3.68M +$120K +980 +3%
CCM
168
Condor Capital Management
New Jersey
$3.66M +$46.3K +378 +1%
Comerica Bank
169
Comerica Bank
Texas
$3.65M -$37.4K -325 -1%
FMBTD
170
First Midwest Bank Trust Division
Illinois
$3.59M +$248K +2,027 +7%
AF
171
Advisornet Financial
Minnesota
$3.58M +$269K +2,198 +8%
T. Rowe Price Associates
172
T. Rowe Price Associates
Maryland
$3.56M – – –
RFWA
173
RPg Family Wealth Advisory
Massachusetts
$3.56M -$49.6K -405 -1%
Citigroup
174
Citigroup
New York
$3.46M -$79.1K -646 -2%
DI
175
Disciplined Investments
Oklahoma
$3.44M – – –
5 6
7
8 9