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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

937 hedge funds and large institutions have $10.8B invested in iShares Russell Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 302 increasing their positions, 266 reducing their positions, and 31 closing their positions.

Holders
937
Holders Change
+64
Holders Change %
+7.33%
% of All Funds
12.48%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
117
Increased
302
Reduced
266
Closed
31
Calls
$2.43M
Puts
$621K
Net Calls
+$1.81M
Net Calls Change
-$2.75M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$97.7M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.21B
3
Bank of America
3
Bank of America
North Carolina
$543M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$64.5M
5
Lido Advisors
5
Lido Advisors
California
$38.3M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$469M
3
HAFS
3
Hapanowicz & Associates Financial Services
Pennsylvania
$3.62M
4
Prudential Financial
4
Prudential Financial
New Jersey
$517K
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BP
226
Ballentine Partners
Massachusetts
$2.09M 16,161 -225 -1%
TA
227
Tectonic Advisors
Texas
$2.09M 16,133 +426 +3%
SAG
228
SageView Advisory Group
California
$2.09M 16,127 +570 +4%
FCI
229
Financial Counselors Inc
Kansas
$2.08M 16,054 -420 -3%
FIM
230
Freedom Investment Management
Connecticut
$2.07M 16,017 -180 -1%
WANY
231
Wealthspire Advisors (New York)
New York
$2.07M 16,011 +4,167 +35%
Bessemer Group
232
Bessemer Group
New Jersey
$2.06M 15,914 +1,355 +9%
PS
233
Principal Securities
Iowa
$2.04M 15,768 +1,526 +11%
SAM
234
Sequent Asset Management
Texas
$2.01M 15,536 +15,536 New
TA
235
TFB Advisors
Kansas
$2.01M 15,534 -225 -1%
NFG
236
Nations Financial Group
Iowa
$1.95M 15,110 -241 -2%
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$1.94M 14,478 +311 +2%
QCG
238
Quadrant Capital Group
Ohio
$1.87M 14,474 – –
HGWM
239
Horst & Graben Wealth Management
Oregon
$1.85M 14,315 -176 -1%
PCA
240
Prosperity Capital Advisors
Ohio
$1.81M 13,958 +10,854 +350%
WWA
241
WCG Wealth Advisors
Nevada
$1.79M 13,829 +564 +4%
TWM
242
Tradition Wealth Management
Minnesota
$1.78M 13,781 – –
HFBOT
243
Home Federal Bank of Tennessee
Tennessee
$1.78M 13,768 -159 -1%
Boston Partners
244
Boston Partners
Massachusetts
$1.76M 13,545 +5,701 +73%
PWS
245
Peloton Wealth Strategists
Indiana
$1.76M 13,592 +123 +0.9%
SWP
246
Stratos Wealth Partners
Ohio
$1.75M 13,512 +43 +0.3%
AllianceBernstein
247
AllianceBernstein
Tennessee
$1.73M 13,347 -905 -6%
BPA
248
Beacon Pointe Advisors
California
$1.71M 13,193 +651 +5%
EWA
249
EverSource Wealth Advisors
Alabama
$1.7M 13,165 -950 -7%
Franklin Resources
250
Franklin Resources
California
$1.69M 13,038 -80 -0.6%
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