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

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$501M
2
FCBT
First Citizens Bank & Trust
North Carolina
$339M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$506M
4
Wolverine Trading
Wolverine Trading
Illinois
$0
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
426
Davenport & Co
Virginia
$599K -$5.42K -41 -0.9%
MTIC
427
Missouri Trust & Investment Company
Missouri
$592K – – –
WT
428
Washington Trust
Rhode Island
$591K -$1.98K -15 -0.3%
SAW
429
Signal Advisors Wealth
Michigan
$591K +$591K +4,471 New
FLPIM
430
F.L. Putnam Investment Management
Massachusetts
$590K +$16K +121 +3%
CCAL
431
City Center Advisors LLC
Michigan
$588K -$8.6K -65 -1%
MCM
432
Manchester Capital Management
Vermont
$579K – – –
RTL
433
Red Tortoise LLC
Georgia
$574K -$4.5K -34 -0.8%
B
434
Bensler
Washington
$573K +$132 +1 +0%
SWA
435
Stratos Wealth Advisors
Ohio
$573K -$14.7K -111 -3%
PB
436
Pinnacle Bancorp
Nebraska
$563K +$1.98K +15 +0.4%
FMN
437
Financial Management Network
California
$559K -$147K -1,115 -21%
PCA
438
Pallas Capital Advisors
Massachusetts
$550K -$7K -53 -1%
GWA
439
Geometric Wealth Advisors
District of Columbia
$549K – – –
PI
440
PFG Investments
New York
$548K +$35.6K +269 +7%
9WM
441
9258 Wealth Management
Ohio
$540K -$793 -6 -0.1%
ZIM
442
Zacks Investment Management
Illinois
$538K +$538K +4,068 New
National Bank of Canada
443
National Bank of Canada
Quebec, Canada
$538K – – –
GFL
444
Granite FO LLC
New Hampshire
$535K – – –
AA
445
Axiom Advisory
California
$527K +$7.34K +58 +1%
FWTB
446
First Western Trust Bank
Colorado
$527K -$3.84K -29 -0.7%
SA
447
Skyline Advisors
Washington
$522K +$1.98K +15 +0.4%
AWM
448
Apollon Wealth Management
South Carolina
$521K -$264 -2 -0.1%
FUBT
449
First United Bank & Trust
Maryland
$521K -$1.06K -8 -0.2%
GAA
450
Guardian Asset Advisors
Pennsylvania
$517K +$2.25K +17 +0.4%
16 17
18
19 20