IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

850 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 247 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
–
Holders Change %
0%
% of All Funds
12.32%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
65
Increased
247
Reduced
320
Closed
55
Calls
$7.07M
Puts
$276K
Net Calls
+$6.79M
Net Calls Change
-$358K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$507M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$354M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$980M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$37.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$345M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
AWM
2
AE Wealth Management
Kansas
$35.2M
3
SC
3
Sasco Capital
Connecticut
$0
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$1.58B
5
Victory Capital Management
5
Victory Capital Management
Texas
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
276
FWG Investments
Kentucky
$1.23M -$127K -1,015 -9%
BBHC
277
Brown Brothers Harriman & Co
New York
$1.22M +$969K +7,735 +391%
RFG
278
REAP Financial Group
Texas
$1.22M -$135K -1,080 -10%
SFG
279
Sowa Financial Group
Rhode Island
$1.21M – – –
EK
280
Evensky & Katz
Florida
$1.21M +$3.76K +30 +0.3%
BTWM
281
Baker Tilly Wealth Management
Wisconsin
$1.21M -$278K -2,221 -19%
TI
282
Truepoint Inc
Ohio
$1.2M +$289K +2,302 +32%
UCFA
283
United Capital Financial Advisors
Texas
$1.2M -$357K -2,850 -23%
LFA
284
LGT Financial Advisors
Texas
$1.19M +$3.64K +29 +0.3%
CFO
285
Callan Family Office
Pennsylvania
$1.19M -$221K -1,764 -16%
BI
286
Berkeley Inc
Idaho
$1.19M -$29.7K -237 -2%
BCI
287
Brinker Capital Investments
Pennsylvania
$1.17M -$3.1M -24,715 -73%
OPS
288
Orion Portfolio Solutions
Nebraska
$1.17M -$3.1M -24,715 -73%
PCH
289
PGIM Custom Harvest
New Jersey
$1.16M -$26.4K -211 -2%
KCM
290
Kennedy Capital Management
Missouri
$1.16M -$6.29M -50,210 -84%
GIA
291
Gladstone Institutional Advisory
Florida
$1.16M -$1.76K -14 -0.2%
TNB
292
Thomasville National Bank
Georgia
$1.16M -$1.13K -9 -0.1%
TCA
293
Transcend Capital Advisors
New Jersey
$1.15M -$1.25K -10 -0.1%
AllianceBernstein
294
AllianceBernstein
Tennessee
$1.13M -$781K -6,229 -41%
MMA
295
Miracle Mile Advisors
California
$1.13M -$269K -2,143 -19%
BFEC
296
Benjamin F. Edwards & Company
Missouri
$1.12M -$621K -4,952 -36%
VCM
297
Viewpoint Capital Management
Washington
$1.11M – – –
RJT
298
Raymond James Trust
Florida
$1.11M +$16.5K +132 +2%
FFA
299
First Foundation Advisors
California
$1.1M +$118K +938 +12%
SAG
300
SageView Advisory Group
California
$1.1M -$321K -952 -23%
10 11
12
13 14