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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.

New
Increased
Maintained
Reduced
Closed
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 %
PCM
326
Pointe Capital Management
Michigan
$1.06M +$13.3K +103 +1%
WIM
327
Warwick Investment Management
Texas
$1.05M -$5.3K -41 -0.5%
NP
328
NorthRock Partners
Minnesota
$1.04M +$55.7K +431 +6%
GT
329
Glenview Trust
Kentucky
$1.03M -$1.14M -8,816 -53%
SFWC
330
Strategic Family Wealth Counselors
New Jersey
$1.02M – – –
QAM
331
Q3 Asset Management
Michigan
$1.01M -$80.2K -620 -7%
TNB
332
Thomasville National Bank
Georgia
$996K -$59.6K -461 -6%
CB
333
Cadence Bank
Mississippi
$995K -$815K -6,300 -45%
SI
334
Saxon Interests
Texas
$987K -$12.8K -99 -1%
MA
335
Mutual Advisors
Nebraska
$981K +$45.1K +339 +5%
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$973K +$338K +2,614 +53%
FIA
337
Foundations Investment Advisors
Arizona
$964K -$154K -1,194 -14%
CWM
338
Cornerstone Wealth Management
Missouri
$963K +$7.63K +59 +0.8%
SFA
339
Sequoia Financial Advisors
Ohio
$963K -$422K -3,266 -31%
BWFA
340
Baltimore-Washington Financial Advisors
Maryland
$962K +$259 +2 +0%
PA
341
Prossimo Advisors
California
$955K -$517 -4 -0.1%
AL
342
ADE LLC
Maryland
$952K +$55.6K +430 +6%
PMG
343
Private Management Group
California
$952K – – –
WI
344
Wedgewood Investors
Pennsylvania
$950K – – –
FOA
345
Five Oceans Advisors
California
$939K – – –
SVWAG
346
Sound View Wealth Advisors Group
Georgia
$938K +$27.2K +210 +3%
IA
347
IFP Advisors
Florida
$937K +$2.46K +19 +0.3%
GWMIA
348
Global Wealth Management Investment Advisory
Florida
$932K -$12.9K -100 -1%
TP
349
Tranquility Partners
Tennessee
$919K – – –
IPW
350
Intergy Private Wealth
Colorado
$919K +$517 +4 +0.1%
12 13
14
15 16