IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

629 hedge funds and large institutions have $9.28B invested in iShares Russell Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 30 closing their positions.

Holders
629
Holders Change
+91
Holders Change %
+16.91%
% of All Funds
11.16%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.57%
New
132
Increased
186
Reduced
174
Closed
30
Calls
$5.47M
Puts
$233K
Net Calls
+$5.24M
Net Calls Change
+$5.33M

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.95B
2
US Bancorp
2
US Bancorp
Minnesota
$203M
3
WFAG
3
Wescott Financial Advisory Group
Pennsylvania
$27.3M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$24.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$148M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$344M
2
UBS Group
2
UBS Group
Switzerland
$144M
3
SI
3
Stephens Inc
Arkansas
$90.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$312M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$64K
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$1.95B 20,073,171 +2,027,792 +11%
Morgan Stanley
2
Morgan Stanley
New York
$942M 9,719,442 -3,439 -0%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$786M 8,111,280 -56,151 -0.7%
Wells Fargo
4
Wells Fargo
California
$391M 4,035,499 +84,468 +2%
Bank of America
5
Bank of America
North Carolina
$351M 3,622,820 +227,885 +7%
Truist Financial
6
Truist Financial
North Carolina
$344M 3,548,765 -886,399 -20%
CB
7
Commerce Bank
Missouri
$332M 3,420,289 -114,337 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$312M 3,212,842 -222,968 -6%
American Century Companies
9
American Century Companies
Missouri
$305M 3,142,998 +89,903 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$216M 2,226,728 +47,295 +2%
US Bancorp
11
US Bancorp
Minnesota
$203M 2,094,414 +298,685 +17%
Betterment LLC
12
Betterment LLC
New York
$190M 1,959,848 -53,661 -3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$170M 1,749,324 +11,968 +0.7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$148M 1,529,352 +239,298 +19%
UBS Group
15
UBS Group
Switzerland
$144M 1,484,669 -314,905 -17%
Victory Capital Management
16
Victory Capital Management
Texas
$129M 1,327,000 -5,000 -0.4%
SI
17
Stephens Inc
Arkansas
$90.7M 935,653 -290,219 -24%
Ameriprise
18
Ameriprise
Minnesota
$90.3M 933,985 +24,659 +3%
SGAM
19
Stephens Group Asset Management
Arkansas
$78.9M 813,701 -2,550 -0.3%
EH
20
Equitable Holdings
New York
$68.5M 706,176 -3,434 -0.5%
SS
21
Simplicity Solutions
Minnesota
$65.6M 677,004 +15,615 +2%
AWM
22
AE Wealth Management
Kansas
$64.7M 667,318 +31,871 +5%
LPL Financial
23
LPL Financial
California
$62.6M 646,130 +8,778 +1%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$59M 608,215 -12,009 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$58.5M 603,809 +50,178 +9%
1
2 3 4 5