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 %
GIM
201
Goelzer Investment Management
Indiana
$2.07M 20,334 -111 -0.5%
WP
202
WealthShield Partners
North Carolina
$2.06M 20,233 +10,887 +116%
GWMIA
203
Global Wealth Management Investment Advisory
Florida
$2.05M 20,194 -10,818 -35%
BCI
204
Brinker Capital Investments
Pennsylvania
$2.03M 19,976 -9,040 -31%
GRP
205
Global Retirement Partners
California
$2.03M 19,963 +14 +0.1%
WTC
206
WhitTier Trust Company
Nevada
$2.03M 19,940 +63 +0.3%
BJL
207
Brighton Jones LLC
Washington
$2.02M 19,856 +525 +3%
SCM
208
SOL Capital Management
Maryland
$2M 19,721 – –
SF
209
SBK Financial
Virginia
$1.98M 19,496 -2,021 -9%
TCM
210
Telos Capital Management
California
$1.97M 19,417 +63 +0.3%
WTB
211
Washington Trust Bank
Washington
$1.96M 19,300 +17,255 +844%
WT
212
Whittier Trust
California
$1.95M 19,221 -561 -3%
UCFA
213
United Capital Financial Advisors
Texas
$1.89M 18,593 +556 +3%
SI
214
Saxon Interests
Texas
$1.89M 18,563 -3,772 -17%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$1.85M 18,238 -2,552 -12%
QCG
216
Quadrant Capital Group
Ohio
$1.85M 18,184 – –
BWFA
217
Baltimore-Washington Financial Advisors
Maryland
$1.84M 18,093 -1,164 -6%
HIA
218
Harbor Investment Advisory
Maryland
$1.8M 17,745 – –
EAM
219
Eukles Asset Management
Ohio
$1.8M 17,716 -332 -2%
NSCM
220
New South Capital Management
Tennessee
$1.79M 17,575 +2,975 +20%
Comerica Bank
221
Comerica Bank
Texas
$1.78M 16,922 -7,793 -32%
AFS
222
Annapolis Financial Services
Maryland
$1.78M 17,494 +475 +3%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$1.77M 17,443 -754 -4%
Allspring Global Investments
224
Allspring Global Investments
North Carolina
$1.76M 17,365 +1,221 +8%
FOA
225
Five Oceans Advisors
California
$1.73M 17,036 +1 +0%
7 8
9
10 11