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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 %
SG
376
StoneX Group
New York
$760K +$333K +2,576 +78%
CGA
377
Crescent Grove Advisors
Illinois
$752K – – –
DT
378
Diversified Trust
Tennessee
$752K -$85.9K -664 -10%
JFG
379
Jefferies Financial Group
New York
$741K – – –
IC
380
IEQ Capital
California
$740K -$19.5K -151 -3%
RBC
381
Romano Brothers & Co
Illinois
$740K – – –
PC
382
Port Capital
Illinois
$735K -$69.1K -534 -9%
VFPW
383
Vantage Financial Partners (Wisconsin)
Wisconsin
$728K -$90.7K -701 -11%
GFP
384
Gryphon Financial Partners
Ohio
$722K +$56.1K +434 +8%
SFPG
385
Stonebridge Financial Planning Group
Florida
$720K +$13.8K +107 +2%
HWM
386
HB Wealth Management
Georgia
$707K – – –
CT
387
Colonial Trust
South Carolina
$706K -$27.3K -211 -4%
CB
388
Centennial Bank
Arkansas
$694K -$27.4K -212 -4%
Luther King Capital Management (LKCM)
389
Luther King Capital Management (LKCM)
Texas
$694K -$720K – –
PIA
390
Perennial Investment Advisors
California
$693K +$5.56K +43 +0.8%
CGPCS
391
Capital Group Private Client Services
California
$687K +$77.2K +597 +13%
FCH
392
Freestone Capital Holdings
Washington
$686K +$3.1K +24 +0.5%
WIA
393
World Investment Advisors
California
$682K +$435K +3,363 +176%
RW
394
Regimen Wealth
Georgia
$679K +$3.1K +24 +0.5%
Q1WB
395
Quest 10 Wealth Builders
Virginia
$675K +$675K +5,222 New
ODIJL
396
One Day In July LLC
Vermont
$668K +$19K +147 +3%
NAS
397
Nicolet Advisory Services
Wisconsin
$666K +$431K +3,372 +183%
MC
398
Mathes Company
New York
$665K – – –
ACP
399
Aveo Capital Partners
Colorado
$662K -$87K -673 -12%
WH
400
Willner & Heller
California
$658K -$48.9K -378 -7%
14 15
16
17 18