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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

873 hedge funds and large institutions have $10.7B invested in iShares Russell Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 298 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+23
Holders Change %
+2.71%
% of All Funds
12.63%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
73
Increased
267
Reduced
298
Closed
43
Calls
$4.77M
Puts
$212K
Net Calls
+$4.56M
Net Calls Change
-$666K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.15B
2
MCC
2
Money Concepts Capital
Florida
$46.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$428M
4
LPL Financial
4
LPL Financial
California
$131M
5
US Bancorp
5
US Bancorp
Minnesota
$553M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$501M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$339M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$506M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
401
Alesco Advisors
New York
$667K – – –
CNBT
402
Canandaigua National Bank & Trust
New York
$666K +$666K +5,038 New
ODIJL
403
One Day In July LLC
Vermont
$664K +$9.52K +72 +1%
PFG
404
Peterson Financial Group
Iowa
$664K -$76.1K -575 -10%
CWM
405
Cahaba Wealth Management
Georgia
$660K +$87.3K +660 +15%
OIA
406
OneDigital Investment Advisors
Kansas
$657K +$165K +1,247 +34%
HCMT
407
Highland Capital Management (Tennessee)
Tennessee
$651K +$529 +4 +0.1%
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$649K -$142K -1,076 -18%
RT
409
Rockland Trust
Massachusetts
$647K – – –
SIA
410
Schechter Investment Advisors
Michigan
$646K – – –
PFM
411
Phillips Financial Management
Indiana
$643K – – –
MW
412
Marcum Wealth
Ohio
$635K – – –
Barclays
413
Barclays
United Kingdom
$635K +$635K +4,800 New
TGAM
414
TBH Global Asset Management
Tennessee
$632K – – –
MMG
415
Monetary Management Group
Missouri
$628K – – –
BFA
416
Bragg Financial Advisors
North Carolina
$625K -$170K -1,283 -21%
RIM
417
Rockbridge Investment Management
New York
$624K -$6.08K -46 -1%
CGPCS
418
Capital Group Private Client Services
California
$623K -$1.72K -13 -0.3%
AQR Capital Management
419
AQR Capital Management
Connecticut
$622K +$622K +4,705 New
LWM
420
LJI Wealth Management
Indiana
$622K -$14.2K -107 -2%
CFB
421
Cullen/Frost Bankers
Texas
$618K +$68.1K +515 +12%
LCM
422
Leisure Capital Management
California
$615K +$615K +4,653 New
SHWM
423
Smith & Howard Wealth Management
Georgia
$611K – – –
VA
424
Valmark Advisers
Ohio
$609K +$1.46K +11 +0.2%
BSTWA
425
Blake Schutter Theil Wealth Advisors
Ohio
$599K +$599K +4,529 New
15 16
17
18 19