IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

538 hedge funds and large institutions have $7.47B invested in iShares Russell Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 199 reducing their positions, and 51 closing their positions.

Holders
538
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
10.89%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.51%
New
54
Increased
148
Reduced
199
Closed
51
Calls
$825K
Puts
$922K
Net Calls
-$97K
Net Calls Change
-$603K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$278M
2
AAP
2
Arax Advisory Partners
Colorado
$24.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$50.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$36.6M
5
CCFM
5
Clear Creek Financial Management
Washington
$11.7M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$247M
2
TF
2
TIAA FSB
Florida
$1.46B
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$140M
4
CB
4
Commerce Bank
Missouri
$286M
5
Ameriprise
5
Ameriprise
Minnesota
$74.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$1.46B 18,045,379 -864,989 -5%
Morgan Stanley
2
Morgan Stanley
New York
$786M 9,722,881 -1,588 -0%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$650M 8,167,431 -255,261 -3%
Truist Financial
4
Truist Financial
North Carolina
$359M 4,435,164 -207,805 -4%
Wells Fargo
5
Wells Fargo
California
$319M 3,951,031 +34,663 +0.9%
CB
6
Commerce Bank
Missouri
$286M 3,534,626 -400,590 -10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$278M 3,435,810 +318,509 +10%
Bank of America
8
Bank of America
North Carolina
$274M 3,394,935 +35,193 +1%
American Century Companies
9
American Century Companies
Missouri
$247M 3,053,095 -1,185,419 -28%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$176M 2,179,433 -35,540 -2%
Betterment LLC
11
Betterment LLC
New York
$163M 2,013,509 -453 -0%
UBS Group
12
UBS Group
Switzerland
$145M 1,799,574 -61,865 -3%
US Bancorp
13
US Bancorp
Minnesota
$145M 1,795,729 +62,051 +4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$140M 1,737,356 -483,352 -22%
Victory Capital Management
15
Victory Capital Management
Texas
$108M 1,332,000 -70,963 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$104M 1,290,054 -41,860 -3%
SI
17
Stephens Inc
Arkansas
$99.1M 1,225,872 -42,529 -3%
Ameriprise
18
Ameriprise
Minnesota
$74.2M 909,326 -276,191 -23%
SGAM
19
Stephens Group Asset Management
Arkansas
$66M 816,251 +15,771 +2%
EH
20
Equitable Holdings
New York
$57.4M 709,610 -8,701 -1%
SS
21
Simplicity Solutions
Minnesota
$53.5M 661,389 +5,541 +0.8%
LPL Financial
22
LPL Financial
California
$51.5M 637,352 -3,110 -0.5%
AWM
23
AE Wealth Management
Kansas
$51.4M 635,447 -4,964 -0.8%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$50.1M 620,224 -4,542 -0.7%
Osaic Holdings
25
Osaic Holdings
Arizona
$50.1M 619,699 +248,675 +67%
1
2 3 4 5