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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 %
IB
351
Intrust Bank
Kansas
$900K – – –
AAP
352
Arax Advisory Partners
Colorado
$899K +$753K +5,823 +517%
B
353
Bailard
California
$894K – – –
GL
354
Graypoint LLC
New York
$890K – – –
R
355
Rebalance
California
$888K +$4.01K +31 +0.5%
AQR Capital Management
356
AQR Capital Management
Connecticut
$881K +$273K +2,108 +45%
AWM
357
Avior Wealth Management
Nebraska
$862K -$130K -1,002 -13%
BB
358
Busey Bank
Illinois
$861K – – –
AA
359
Auxano Advisors
Washington
$860K +$129 +1 +0%
FMTC
360
Farmers & Merchants Trust Company
California
$855K – – –
PWM
361
Parkshore Wealth Management
California
$846K +$846K +6,543 New
GTAM
362
Global Trust Asset Management
Florida
$843K -$7.24K -56 -0.9%
RWP
363
Revolve Wealth Partners
New Jersey
$833K +$16K +124 +2%
AWA
364
Arkadios Wealth Advisors
Georgia
$816K +$30.5K +236 +4%
PP
365
Prosperity Planning
Missouri
$805K -$9.7K -75 -1%
CWM
366
Congress Wealth Management
Massachusetts
$802K +$103K +800 +15%
HCA
367
Harbour Capital Advisors
Virginia
$801K – – –
LW
368
Linscomb Wealth
Texas
$798K -$29.6K -229 -4%
HCA
369
Heck Capital Advisors
Wisconsin
$798K +$798K +6,167 New
CSP
370
Cary Street Partners
Virginia
$794K +$794K +6,139 New
BA
371
Ballew Advisors
Mississippi
$789K +$1.29K +10 +0.2%
IWM
372
IHT Wealth Management
Illinois
$780K +$31.9K +247 +4%
MWP
373
MYCIO Wealth Partners
Pennsylvania
$775K +$3.49K +27 +0.5%
SIA
374
Stegner Investment Associates
Kentucky
$773K -$2.85K -22 -0.4%
CHJWM
375
Carlton Hofferkamp & Jenks Wealth Management
Texas
$766K +$30.2K +226 +4%
13 14
15
16 17