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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

850 hedge funds and large institutions have $10B invested in iShares Russell Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 265 increasing their positions, 293 reducing their positions, and 47 closing their positions.

Holders
850
Holders Change
–
Holders Change %
0%
% of All Funds
12.37%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
59
Increased
265
Reduced
293
Closed
47
Calls
$5.23M
Puts
–
Net Calls
+$5.23M
Net Calls Change
-$1.57M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$375M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$42.3M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$28.6M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$41.2M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$557M
2
Bank of America
2
Bank of America
North Carolina
$450M
3
ZB
3
Zions Bancorporation
Utah
$133M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$270M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
301
Benjamin F. Edwards & Company
Missouri
$1.04M 8,636 -301 -3%
SCM
302
SOL Capital Management
Maryland
$1.04M 8,641 – –
TPI
303
Trust Point Inc
Wisconsin
$1.04M 8,578 – –
BFS
304
Bradley Foster & Sargent
Connecticut
$1.02M 8,454 +738 +10%
WTB
305
Washington Trust Bank
Washington
$1.02M 8,432 -3,381 -29%
WSFS
306
Wilmington Savings Fund Society
Delaware
$1.02M 8,410 -138 -2%
LGG
307
Luts & Greenleigh Group
Maryland
$1.01M 8,333 +8,333 New
MCC
308
Money Concepts Capital
Florida
$1M 8,305 -14,210 -63%
Wealthfront Advisers
309
Wealthfront Advisers
California
$993K 8,227 +699 +9%
WIM
310
Warwick Investment Management
Texas
$976K 8,081 – –
NP
311
NorthRock Partners
Minnesota
$962K 7,965 -20 -0.3%
GTAM
312
Global Trust Asset Management
Florida
$951K 7,876 – –
SFWC
313
Strategic Family Wealth Counselors
New Jersey
$948K 7,850 – –
SI
314
Saxon Interests
Texas
$941K 7,796 -881 -10%
IWC
315
Integrated Wealth Concepts
Massachusetts
$939K 7,779 -10 -0.1%
AWM
316
Avior Wealth Management
Nebraska
$936K 7,750 +7,524 +3,329%
CWM
317
Congress Wealth Management
Massachusetts
$935K 7,740 +5,906 +322%
AFP
318
Ausdal Financial Partners
Iowa
$928K 7,682 -190 -2%
IAIM
319
International Assets Investment Management
Florida
$927K 7,677 +88 +1%
CAL
320
Capital Analysts LLC
Pennsylvania
$922K 7,636 -712 -9%
BWFA
321
Baltimore-Washington Financial Advisors
Maryland
$911K 7,544 +1 +0%
GWMIA
322
Global Wealth Management Investment Advisory
Florida
$909K 7,524 -942 -11%
MA
323
MCF Advisors
Kentucky
$906K 7,501 +61 +0.8%
PMG
324
Private Management Group
California
$903K 7,479 – –
BCM
325
Brookstone Capital Management
Illinois
$896K 7,076 +585 +9%
11 12
13
14 15