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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 %
SHWM
426
Smith & Howard Wealth Management
Georgia
$597K – – –
VA
427
Valmark Advisers
Ohio
$589K -$6.21K -48 -1%
BSTWA
428
Blake Schutter Theil Wealth Advisors
Ohio
$586K – – –
BFA
429
Bragg Financial Advisors
North Carolina
$584K -$27.2K -210 -4%
RSWM
430
Robertson Stephens Wealth Management
California
$580K +$83.3K +644 +17%
MTIC
431
Missouri Trust & Investment Company
Missouri
$579K – – –
WT
432
Washington Trust
Rhode Island
$578K – – –
DC
433
Davenport & Co
Virginia
$577K -$8.02K -62 -1%
EFS
434
Essex Financial Services
Connecticut
$570K -$148K -1,144 -21%
MCM
435
Manchester Capital Management
Vermont
$566K – – –
FLPIM
436
F.L. Putnam Investment Management
Massachusetts
$564K -$13.2K -102 -2%
RTL
437
Red Tortoise LLC
Georgia
$562K – – –
CCAL
438
City Center Advisors LLC
Michigan
$561K -$14.1K -109 -2%
B
439
Bensler
Washington
$560K +$129 +1 +0%
Chevy Chase Trust
440
Chevy Chase Trust
Maryland
$555K +$91.1K +704 +20%
FMN
441
Financial Management Network
California
$555K +$391 +3 +0.1%
SWA
442
Stratos Wealth Advisors
Ohio
$551K -$9.31K -72 -2%
CFG
443
Cornerstone Financial Group
Nebraska
$550K +$550K +4,255 New
PB
444
Pinnacle Bancorp
Nebraska
$550K -$517 -4 -0.1%
GWA
445
Geometric Wealth Advisors
District of Columbia
$546K +$8.67K +67 +2%
National Bank of Canada
446
National Bank of Canada
Quebec, Canada
$545K +$19.4K +150 +4%
SAW
447
Signal Advisors Wealth
Michigan
$541K -$37.3K -288 -6%
PCA
448
Pallas Capital Advisors
Massachusetts
$538K – – –
IWM
449
Iams Wealth Management
Nebraska
$537K +$537K +4,152 New
SAI
450
Savvy Advisors Inc
New York
$532K +$532K +4,113 New
16 17
18
19 20