IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

671 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 44 closing their positions.

Holders
671
Holders Change
+16
Holders Change %
+2.44%
% of All Funds
11.72%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.66%
New
67
Increased
227
Reduced
206
Closed
44
Calls
$2.24M
Puts
$230K
Net Calls
+$2.01M
Net Calls Change
+$580K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$652M
2
AP
2
Advisors Preferred
Maryland
$56M
3
AAP
3
Arax Advisory Partners
Colorado
$38.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$217M
5
US Bancorp
5
US Bancorp
Minnesota
$311M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$76.5M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.07B
4
TF
4
TIAA FSB
Florida
$2.14B
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$2.14B 18,569,115 -628,841 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.07B 9,324,397 -787,794 -8%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$924M 7,972,723 +29,030 +0.4%
Wells Fargo
4
Wells Fargo
California
$652M 5,666,841 +1,750,908 +45%
Bank of America
5
Bank of America
North Carolina
$417M 3,627,160 +129,508 +4%
CB
6
Commerce Bank
Missouri
$383M 3,335,345 +44,347 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$353M 3,071,444 -55,850 -2%
US Bancorp
8
US Bancorp
Minnesota
$311M 2,706,149 +227,138 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$255M 2,220,437 +84,521 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$217M 1,883,665 +293,413 +18%
Betterment LLC
11
Betterment LLC
New York
$209M 1,821,826 -57,586 -3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$202M 1,753,726 +19,696 +1%
UBS Group
13
UBS Group
Switzerland
$183M 1,595,406 +62,279 +4%
Victory Capital Management
14
Victory Capital Management
Texas
$150M 1,305,000 -22,000 -2%
Ameriprise
15
Ameriprise
Minnesota
$138M 1,200,251 +29,185 +2%
SI
16
Stephens Inc
Arkansas
$102M 891,231 -46,687 -5%
LPL Financial
17
LPL Financial
California
$90.1M 783,974 +53,338 +7%
EH
18
Equitable Holdings
New York
$84M 730,393 -3,910 -0.5%
AWM
19
AE Wealth Management
Kansas
$83.2M 723,193 -11,546 -2%
ZB
20
Zions Bancorporation
Utah
$77.8M 676,987 +68,212 +11%
Truist Financial
21
Truist Financial
North Carolina
$76.5M 665,328 -2,339,749 -78%
SGAM
22
Stephens Group Asset Management
Arkansas
$75.6M 657,258 -122,947 -16%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$72.6M 631,700 -17,466 -3%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$70.7M 615,104 +6,889 +1%
Osaic Holdings
25
Osaic Holdings
Arizona
$65.2M 566,309 +14,430 +3%
1
2 3 4 5