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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$998M
2
AWM
AE Wealth Management
Kansas
$35.2M
3
SC
Sasco Capital
Connecticut
$0
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.58B
5
Victory Capital Management
Victory Capital Management
Texas
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
376
Centennial Bank
Arkansas
$735K -$99.6K -795 -12%
JFG
377
Jefferies Financial Group
New York
$718K -$1.63M -13,019 -69%
CAM
378
Cubic Asset Management
Massachusetts
$713K – – –
AWMNH
379
Arcadia Wealth Management (New Hampshire)
New Hampshire
$705K -$33.7K -269 -5%
CGA
380
Crescent Grove Advisors
Illinois
$700K -$10.4K -83 -1%
TB
381
Treynor Bancshares
Iowa
$697K -$16.7K -133 -2%
PIA
382
Perennial Investment Advisors
California
$696K -$22.6K -180 -3%
CSPIA
383
Cary Street Partners Investment Advisory
Virginia
$695K – – –
AF
384
Allworth Financial
California
$687K +$22.9K +183 +3%
SWM
385
Spire Wealth Management
Virginia
$684K -$26.6K -212 -4%
FWTB
386
First Western Trust Bank
Colorado
$683K -$163K -1,297 -19%
TGAM
387
TBH Global Asset Management
Tennessee
$682K -$251 -2 -0%
CI
388
Cordant Inc
Oregon
$679K -$42.7K -341 -6%
WH
389
Willner & Heller
California
$679K -$22.9K -183 -3%
C
390
CEDRUS
Colorado
$675K -$314K -2,509 -32%
GT
391
Greenleaf Trust
Michigan
$668K – – –
EFS
392
Essex Financial Services
Connecticut
$664K +$125 +1 +0%
LBC
393
Lowe Brockenbrough & Co
Virginia
$659K +$25.3K +202 +4%
MCWS
394
McKinley Carter Wealth Services
West Virginia
$653K +$142K +1,136 +28%
CCM
395
Coldstream Capital Management
Washington
$652K +$236K +1,883 +57%
RW
396
Regimen Wealth
Georgia
$650K +$2.01K +16 +0.3%
MFWP
397
Mosaic Family Wealth Partners
Missouri
$650K +$376 +3 +0.1%
SFPG
398
Stonebridge Financial Planning Group
Florida
$645K +$69.9K +558 +12%
BSW
399
Buckingham Strategic Wealth
Missouri
$645K +$98.6K +787 +18%
EW
400
Evoke Wealth
California
$636K +$636K +5,073 New
14 15
16
17 18