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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.21B
2
Bank of America
2
Bank of America
North Carolina
$543M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$64.5M
4
Lido Advisors
4
Lido Advisors
California
$38.3M
5
Wells Fargo
5
Wells Fargo
California
$526M

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 Holding Trade Value Shares
Change 		Shares
Change %
GT
301
Greenleaf Trust
Michigan
$1.22M -$90.5K -700 -7%
BFS
302
Bradley Foster & Sargent
Connecticut
$1.21M +$129K +1,000 +12%
SCG
303
Sonata Capital Group
Washington
$1.19M – – –
MWM
304
Meridian Wealth Management
Kentucky
$1.18M +$9.7K +75 +0.8%
PCH
305
PGIM Custom Harvest
New Jersey
$1.17M – – –
PTC
306
Private Trust Company
Ohio
$1.17M +$69.2K +535 +6%
GIA
307
Gladstone Institutional Advisory
Florida
$1.17M +$43.5K +336 +4%
BEI
308
Benjamin Edwards Inc
Missouri
$1.16M -$130K -1,000 -10%
TCA
309
Transcend Capital Advisors
New Jersey
$1.15M -$114K -882 -9%
UCFA
310
United Capital Financial Advisors
Texas
$1.14M -$26K -201 -2%
VCM
311
Viewpoint Capital Management
Washington
$1.14M -$5.17K -40 -0.5%
AFG
312
Allegheny Financial Group
Pennsylvania
$1.14M +$183K +1,415 +19%
FNT
313
First National Trust
Pennsylvania
$1.13M – – –
TI
314
Truepoint Inc
Ohio
$1.13M -$19.8K -153 -2%
WSFS
315
Wilmington Savings Fund Society
Delaware
$1.12M – – –
MA
316
MCF Advisors
Kentucky
$1.12M +$153K +1,186 +16%
FI
317
FWG Investments
Kentucky
$1.12M +$10.7K +83 +1%
CAM
318
Cozad Asset Management
Illinois
$1.12M +$287K +2,220 +35%
TPI
319
Trust Point Inc
Wisconsin
$1.11M – – –
LGG
320
Luts & Greenleigh Group
Maryland
$1.11M +$10.2K +79 +0.9%
SCM
321
SOL Capital Management
Maryland
$1.09M -$6.47K -50 -0.6%
CCB
322
Country Club Bank
Missouri
$1.09M -$261K -2,025 -19%
CTC
323
Central Trust Company
Missouri
$1.07M +$12.7K +98 +1%
CAL
324
Capital Analysts LLC
Pennsylvania
$1.07M -$6.34K -49 -0.6%
BCM
325
Brookstone Capital Management
Illinois
$1.06M +$97.1K +751 +10%
11 12
13
14 15