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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

873 hedge funds and large institutions have $10.7B invested in iShares Russell Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 298 reducing their positions, and 43 closing their positions.

Holders
873
Holders Change
+23
Holders Change %
+2.71%
% of All Funds
12.63%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
73
Increased
267
Reduced
298
Closed
43
Calls
$4.77M
Puts
$212K
Net Calls
+$4.56M
Net Calls Change
-$666K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.15B
2
MCC
2
Money Concepts Capital
Florida
$46.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$428M
4
SCM
4
Sterling Capital Management
North Carolina
$15.7M
5
FWM
5
FSA Wealth Management
Massachusetts
$15.3M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$501M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$339M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$506M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
HGWM
226
Horst & Graben Wealth Management
Oregon
$1.92M 14,491 -457 -3%
QCG
227
Quadrant Capital Group
Ohio
$1.91M 14,474 – –
AllianceBernstein
228
AllianceBernstein
Tennessee
$1.88M 14,252 -18,905 -57%
PS
229
Principal Securities
Iowa
$1.88M 14,242 +315 +2%
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$1.87M 14,167 +1,356 +11%
EWA
231
EverSource Wealth Advisors
Alabama
$1.87M 14,115 -3,072 -18%
CB
232
Cadence Bank
Mississippi
$1.85M 13,991 +13,991 New
HFBOT
233
Home Federal Bank of Tennessee
Tennessee
$1.84M 13,927 -266 -2%
BFM
234
Broadview Financial Management
Wisconsin
$1.84M 13,891 +899 +7%
TWM
235
Tradition Wealth Management
Minnesota
$1.82M 13,781 -251 -2%
SWP
236
Stratos Wealth Partners
Ohio
$1.78M 13,469 +330 +3%
PWS
237
Peloton Wealth Strategists
Indiana
$1.78M 13,469 +300 +2%
WWA
238
WCG Wealth Advisors
Nevada
$1.75M 13,265 +2,824 +27%
DADC
239
D.A. Davidson & Co
Montana
$1.75M 13,259 +1,949 +17%
Franklin Resources
240
Franklin Resources
California
$1.75M 13,118 -385 -3%
SFB
241
STAR Financial Bank
Indiana
$1.74M 13,144 -843 -6%
BIA
242
BHK Investment Advisors
Alabama
$1.72M 13,034 -47 -0.4%
IFPG
243
Intrepid Financial Planning Group
Indiana
$1.72M 13,003 -54 -0.4%
TPA
244
Trivium Point Advisory
Connecticut
$1.71M 12,565 -290 -2%
TPCW
245
TD Private Client Wealth
New York
$1.71M 12,930 -569 -4%
Allspring Global Investments
246
Allspring Global Investments
North Carolina
$1.7M 12,818 -7,944 -38%
BB
247
Berkshire Bank
Massachusetts
$1.68M 12,672 -2,667 -17%
BPA
248
Beacon Pointe Advisors
California
$1.66M 12,542 -2,590 -17%
ES
249
Eagle Strategies
New York
$1.64M 12,398 -334 -3%
BCI
250
Brinker Capital Investments
Pennsylvania
$1.62M 12,216 +2,895 +31%
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