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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

671 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 44 closing their positions.

Holders
671
Holders Change
+16
Holders Change %
+2.44%
% of All Funds
11.72%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.66%
New
67
Increased
227
Reduced
206
Closed
44
Calls
$2.24M
Puts
$230K
Net Calls
+$2.01M
Net Calls Change
+$580K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$652M
2
AP
2
Advisors Preferred
Maryland
$56M
3
AAP
3
Arax Advisory Partners
Colorado
$38.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$217M
5
US Bancorp
5
US Bancorp
Minnesota
$311M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$76.5M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.07B
4
TF
4
TIAA FSB
Florida
$2.14B
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
176
Goelzer Investment Management
Indiana
$2.5M 21,778 -439 -2%
AFS
177
Annapolis Financial Services
Maryland
$2.46M 21,418 +7 +0%
CHC
178
City Holding Co
West Virginia
$2.44M 21,224 -130 -0.6%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$2.37M 20,647 +20,647 New
OC
180
Oppenheimer & Co
New York
$2.37M 20,579 +894 +5%
WSFS
181
Wilmington Savings Fund Society
Delaware
$2.37M 20,571 +87 +0.4%
EAM
182
Eukles Asset Management
Ohio
$2.34M 20,335 +2,529 +14%
WTC
183
WhitTier Trust Company
Nevada
$2.32M 20,137 +1,978 +11%
BJL
184
Brighton Jones LLC
Washington
$2.29M 19,909 +283 +1%
TPCW
185
TD Private Client Wealth
New York
$2.27M 19,765 +765 +4%
TCM
186
Telos Capital Management
California
$2.24M 19,469 +105 +0.5%
NSCM
187
New South Capital Management
Tennessee
$2.22M 19,260 -22,630 -54%
BWFA
188
Baltimore-Washington Financial Advisors
Maryland
$2.21M 19,247 -10 -0.1%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$2.21M 19,240 -1,566 -8%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$2.19M 19,071 – –
SCM
191
SOL Capital Management
Maryland
$2.18M 18,956 -240 -1%
CSM
192
CAMG Solamere Management
North Carolina
$2.15M 18,719 -7 -0%
LWAC
193
Laurel Wealth Advisors (California)
California
$2.14M 18,588 +350 +2%
UCFA
194
United Capital Financial Advisors
Texas
$2.11M 18,319 -589 -3%
QCG
195
Quadrant Capital Group
Ohio
$2.09M 18,184 -225 -1%
HH
196
HWG Holdings
Texas
$2.09M 18,180 +17,010 +1,454%
EVM
197
Eaton Vance Management
Massachusetts
$2.05M 17,843 +836 +5%
GRP
198
Global Retirement Partners
California
$2.03M 17,691 +167 +1%
RC
199
Rovin Capital
Arizona
$2.01M 17,514 -473 -3%
HFBOT
200
Home Federal Bank of Tennessee
Tennessee
$2.01M 17,471 -7,114 -29%
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