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 %
AAS
176
Ameritas Advisory Services
Nebraska
$3.44M +$3.44M +28,067 New
NFC
177
Northeast Financial Consultants
Connecticut
$3.4M – – –
AB
178
Atlas Brown
Kentucky
$3.33M -$36.7K -300 -1%
PWP
179
Perfromance Wealth Partners
Illinois
$3.32M +$3.32M +27,121 New
AllianceBernstein
180
AllianceBernstein
Tennessee
$3.26M -$1.32M -10,803 -29%
SFG
181
Sage Financial Group
Pennsylvania
$3.23M +$979 +8 +0%
CA
182
Cetera Advisors
Colorado
$3.23M +$774K +6,323 +31%
WC
183
Wealth CMT
New Jersey
$3.19M +$3.19M +26,090 New
APA
184
American Portfolios Advisors
New York
$3.14M +$108K +883 +4%
CCC
185
Crescent Capital Consulting
Louisiana
$2.99M -$920K -7,522 -24%
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$2.95M +$856K +6,994 +41%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$2.88M +$2.88M +23,549 New
I2I
188
Insight 2811 Inc
Illinois
$2.87M -$61.3K -501 -2%
SF
189
SBK Financial
Virginia
$2.83M +$2.83M +23,115 New
BCI
190
Brinker Capital Investments
Pennsylvania
$2.81M +$2.57M +21,015 +1,096%
TPCW
191
TD Private Client Wealth
New York
$2.76M +$29.6K +242 +1%
WT
192
Whittier Trust
California
$2.75M -$129K -1,058 -4%
WIC
193
Whitegate Investment Counselors
New Hampshire
$2.7M – – –
LTL
194
Lowery Thomas LLC
California
$2.69M +$2.69M +21,961 New
GWM
195
Geneos Wealth Management
Colorado
$2.67M -$70.4K -575 -3%
KCM
196
Kennedy Capital Management
Missouri
$2.63M +$1.06M +8,671 +68%
Allspring Global Investments
197
Allspring Global Investments
North Carolina
$2.63M +$2.63M +21,491 New
OC
198
Oppenheimer & Co
New York
$2.6M -$4.16K -34 -0.2%
FFA
199
Freedman Financial Associates
Massachusetts
$2.57M -$55.1K -450 -2%
WSFS
200
Wilmington Savings Fund Society
Delaware
$2.55M +$22.2K +181 +0.9%
6 7
8
9 10