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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

531 hedge funds and large institutions have $7.31B invested in iShares Russell Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 180 increasing their positions, 137 reducing their positions, and 60 closing their positions.

Holders
531
Holders Change
+28
Holders Change %
+5.57%
% of All Funds
11.85%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.62%
New
94
Increased
180
Reduced
137
Closed
60
Calls
$214K
Puts
$775K
Net Calls
-$561K
Net Calls Change
-$642K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$391M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$75.3M
3
FIA
3
Foundations Investment Advisors
Arizona
$41M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$42.6M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$45.6M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$193M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$342M
3
SS
3
Simplicity Solutions
Minnesota
$616K
4
AWM
4
AE Wealth Management
Kansas
$589K
5
GG
5
GenWealth Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAS
201
Brown Advisory Securities
Maryland
$1.11M 14,502 -3,949 -21%
BIA
202
BHK Investment Advisors
Alabama
$1.1M 14,434 +2,006 +16%
Prudential Financial
203
Prudential Financial
New Jersey
$1.1M 14,412 -26,462 -65%
HNB
204
Huntington National Bank
Ohio
– – – –
TNB
205
Thomasville National Bank
Georgia
$1.09M 14,331 -496 -3%
PA
206
Paracle Advisors
Washington
$1.07M 14,072 +14,072 New
CSM
207
CAMG Solamere Management
North Carolina
$1.05M 13,721 -7,546 -35%
NWS
208
Newport Wealth Strategies
California
$1.03M 13,036 -2,375 -15%
SCM
209
Smith Capital Management
Arkansas
$1.01M 13,268 +13,268 New
BPB
210
Badgley, Phelps & Bell
Washington
$993K 13,001 +788 +6%
FUBT
211
First United Bank & Trust
Maryland
$992K 12,998 -5,842 -31%
AP
212
Advisors Preferred
Maryland
$989K 12,955 +12,955 New
ASN
213
Advisory Services Network
Georgia
$983K 12,875 +7,353 +133%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$970K 12,703 +11,335 +829%
SMFS
215
Squar Milner Financial Services
California
$968K 12,672 -228 -2%
SCM
216
SOL Capital Management
Maryland
$954K 12,500 +6,500 +108%
SIA
217
Starfire Investment Advisers
Michigan
$949K 12,441 +1,062 +9%
NNP
218
Nachman Norwood & Parrott
South Carolina
$927K 12,138 +12,138 New
GWA
219
Guidant Wealth Advisors
Illinois
$914K 11,978 +136 +1%
BCM
220
Brookstone Capital Management
Illinois
$900K 11,786 +542 +5%
VR
221
Viridian RIA
Washington
$897K 11,752 – –
GP
222
Girard Partners
Pennsylvania
$890K 11,659 -349 -3%
TFCP
223
Twin Focus Capital Partners
Massachusetts
$865K 11,335 -545 -5%
BUB
224
BBVA USA Bancshares
Texas
$860K 11,269 +342 +3%
MIAN
225
Mariner Independent Advisor Network
Kansas
$858K 10,743 -759 -7%
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9
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