IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

655 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 183 increasing their positions, 231 reducing their positions, and 46 closing their positions.

Holders
655
Holders Change
+26
Holders Change %
+4.13%
% of All Funds
11.54%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.55%
New
78
Increased
183
Reduced
231
Closed
46
Calls
$2M
Puts
$568K
Net Calls
+$1.43M
Net Calls Change
-$3.8M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$56.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.11B
3
US Bancorp
3
US Bancorp
Minnesota
$271M
4
AFIMH
4
American Family Insurance Mutual Holding
Wisconsin
$40.3M
5
Ameriprise
5
Ameriprise
Minnesota
$128M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$160M
2
TF
2
TIAA FSB
Florida
$2.1B
3
SS
3
Simplicity Solutions
Minnesota
$3.04M
4
Truist Financial
4
Truist Financial
North Carolina
$328M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$2.1B 19,197,956 -875,215 -4%
Morgan Stanley
2
Morgan Stanley
New York
$1.11B 10,112,191 +392,749 +4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$873M 7,943,693 -167,587 -2%
Wells Fargo
4
Wells Fargo
California
$428M 3,915,933 -119,566 -3%
Bank of America
5
Bank of America
North Carolina
$382M 3,497,652 -125,168 -3%
CB
6
Commerce Bank
Missouri
$360M 3,290,998 -129,291 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$342M 3,127,294 -85,548 -3%
Truist Financial
8
Truist Financial
North Carolina
$328M 3,005,077 -543,688 -15%
US Bancorp
9
US Bancorp
Minnesota
$271M 2,479,011 +384,597 +18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$233M 2,135,916 -90,812 -4%
Betterment LLC
11
Betterment LLC
New York
$205M 1,879,412 -80,436 -4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$190M 1,734,030 -15,294 -0.9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$174M 1,590,252 +60,900 +4%
UBS Group
14
UBS Group
Switzerland
$168M 1,533,127 +48,458 +3%
American Century Companies
15
American Century Companies
Missouri
$160M 1,468,057 -1,674,941 -53%
Victory Capital Management
16
Victory Capital Management
Texas
$145M 1,327,000 – –
Ameriprise
17
Ameriprise
Minnesota
$128M 1,171,066 +237,081 +25%
SI
18
Stephens Inc
Arkansas
$103M 937,918 +2,265 +0.2%
SGAM
19
Stephens Group Asset Management
Arkansas
$85.3M 780,205 -33,496 -4%
AWM
20
AE Wealth Management
Kansas
$80.3M 734,739 +67,421 +10%
EH
21
Equitable Holdings
New York
$80.3M 734,303 +28,127 +4%
LPL Financial
22
LPL Financial
California
$79.9M 730,636 +84,506 +13%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$71M 649,166 +45,357 +8%
ZB
24
Zions Bancorporation
Utah
$66.5M 608,775 +75,456 +14%
Osaic Holdings
25
Osaic Holdings
Arizona
$60.3M 551,879 -43,940 -7%
1
2 3 4 5