IWS icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
–
Holders Change %
0%
% of All Funds
12.36%
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 Holding Trade Value Shares
Change 		Shares
Change %
CGA
376
Crescent Grove Advisors
Illinois
$702K +$27.8K +230 +4%
RBC
377
Romano Brothers & Co
Illinois
$696K -$23.4K -194 -3%
JFG
378
Jefferies Financial Group
New York
$692K – – –
SFPG
379
Stonebridge Financial Planning Group
Florida
$690K +$68.8K +570 +11%
CHJWM
380
Carlton Hofferkamp & Jenks Wealth Management
Texas
$690K +$95.3K +747 +16%
EFS
381
Essex Financial Services
Connecticut
$685K +$31.5K +255 +5%
SSB
382
Sandy Spring Bank
Maryland
$679K -$47.7K -395 -7%
GFP
383
Gryphon Financial Partners
Ohio
$676K +$187K +1,549 +38%
PFG
384
Peterson Financial Group
Iowa
$675K -$61.1K -506 -8%
C
385
CEDRUS
Colorado
$671K +$21K +174 +3%
PIA
386
Perennial Investment Advisors
California
$671K +$604 +5 +0.1%
HWM
387
HB Wealth Management
Georgia
$668K -$132K -1,090 -16%
AWA
388
Arkadios Wealth Advisors
Georgia
$660K -$219K -1,817 -25%
WH
389
Willner & Heller
California
$657K +$2.17K +18 +0.3%
GT
390
Greenleaf Trust
Michigan
$643K – – –
FMN
391
Financial Management Network
California
$642K -$108K -903 -14%
CI
392
Cordant Inc
Oregon
$638K -$17K -141 -3%
LBC
393
Lowe Brockenbrough & Co
Virginia
$634K – – –
AWMNH
394
Arcadia Wealth Management (New Hampshire)
New Hampshire
$632K -$47.9K -397 -7%
BSW
395
Buckingham Strategic Wealth
Missouri
$631K +$9.66K +80 +2%
RW
396
Regimen Wealth
Georgia
$628K +$2.05K +17 +0.3%
CCM
397
Coldstream Capital Management
Washington
$628K – – –
SIG
398
Stonegate Investment Group
Alabama
$626K +$39.5K +327 +7%
MFWP
399
Mosaic Family Wealth Partners
Missouri
$618K -$7.61K -63 -1%
BTWM
400
Baker Tilly Wealth Management
Wisconsin
$614K -$550K -4,555 -47%
14 15
16
17 18