IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.78%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
-$1.52M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$542M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$281M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$206M
4
US Bancorp
4
US Bancorp
Minnesota
$383M
5
SEI Investments
5
SEI Investments
Pennsylvania
$41.7M

Top Sellers

1
TF
1
TIAA FSB
Florida
$1.39B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$669M
4
AP
4
Advisors Preferred
Maryland
$6.54M
5
GG
5
GenWealth Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APA
176
American Portfolios Advisors
New York
$2.7M 26,559 -1,869 -7%
SFG
177
Sage Financial Group
Pennsylvania
$2.67M 26,256 -100 -0.4%
MCA
178
MSH Capital Advisors
Arizona
$2.66M 26,170 -272 -1%
FWTB
179
First Western Trust Bank
Colorado
$2.65M 25,846 -17,822 -41%
TWM
180
Tradition Wealth Management
Minnesota
$2.63M 29,108 +14,615 +101%
PWP
181
Perfromance Wealth Partners
Illinois
$2.62M 25,782 -294 -1%
WIM
182
Wittenberg Investment Management
Massachusetts
$2.56M 25,156 +18,451 +275%
VW
183
Vance Wealth
California
$2.52M 24,819 +10,057 +68%
AI
184
Atria Investments
North Carolina
$2.51M 24,678 -4,888 -17%
SPC
185
Sigma Planning Corp
Michigan
$2.5M 24,575 -838 -3%
Citigroup
186
Citigroup
New York
$2.44M 24,035 -226 -0.9%
AG
187
Ascent Group
Virginia
$2.44M 22,099 -2,410 -10%
I2I
188
Insight 2811 Inc
Illinois
$2.35M 23,111 -874 -4%
OC
189
Oppenheimer & Co
New York
$2.28M 22,415 +1,086 +5%
AAS
190
Ameritas Advisory Services
Nebraska
$2.24M 22,081 -3,008 -12%
WIC
191
Whitegate Investment Counselors
New Hampshire
$2.21M 21,722 – –
CHC
192
City Holding Co
West Virginia
$2.2M 21,641 -185 -0.8%
WC
193
Wealth CMT
New Jersey
$2.18M 21,475 -4,559 -18%
OPS
194
Orion Portfolio Solutions
Nebraska
$2.17M 21,364 +4,079 +24%
FPF
195
First Pacific Financial
Washington
$2.16M 21,234 +6,780 +47%
AWS
196
Atria Wealth Solutions
New York
$2.14M 21,112 -8,510 -29%
CAC
197
Certified Advisory Corp
Florida
$2.14M 21,094 +1,628 +8%
GWM
198
Geneos Wealth Management
Colorado
$2.12M 20,622 +1,993 +11%
PFO
199
Pathstone Family Office
New Jersey
$2.12M 20,865 +17,295 +484%
IA
200
IFP Advisors
Florida
$2.08M 29,710 – –
6 7
8
9 10