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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
0.4%
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
+$59M
2
MCC
Money Concepts Capital
Florida
+$45.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$17.2M
4
LPL Financial
LPL Financial
California
+$14.6M
5
US Bancorp
US Bancorp
Minnesota
+$12.2M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$110M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$44.2M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$42.8M
4
Wolverine Trading
Wolverine Trading
Illinois
-$42.3M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
451
Total Wealth Planning
Ohio
$517K -$16.8K -127 -3%
MFIM
452
Mesirow Financial Investment Management
Illinois
$516K +$36.8K +278 +8%
RSWM
453
Robertson Stephens Wealth Management
California
$508K -$86.6K -655 -15%
EWS
454
Evergreen Wealth Solutions
Pennsylvania
$507K -$32.8K -248 -6%
FNBOO
455
First National Bank of Omaha
Nebraska
$506K – – –
SAM
456
Silvercrest Asset Management
New York
$506K – – –
AssetMark Inc
457
AssetMark Inc
California
$503K -$11.1M -83,562 -96%
WIC
458
Woodmont Investment Counsel
Tennessee
$503K – – –
1SB
459
1ST Source Bank
Indiana
$503K – – –
GGA
460
Granite Group Advisors
Connecticut
$503K – – –
EA
461
Enclave Advisors
Texas
$497K +$497K +3,761 New
AWM
462
Atticus Wealth Management
Florida
$497K +$94.6K +715 +24%
CFG
463
Cooper Financial Group
California
$496K -$43.9K -332 -8%
E3F
464
Eight 31 Financial
Texas
$493K +$493K +3,731 New
WWM
465
Western Wealth Management
Colorado
$493K +$225K +1,698 +84%
VFA
466
Valeo Financial Advisors
Indiana
$492K +$23.7K +179 +5%
DIA
467
Dana Investment Advisors
Wisconsin
$490K +$229K +1,728 +87%
EAM
468
Evanson Asset Management
California
$489K +$132 +1 +0%
PGAM
469
Princeton Global Asset Management
New Jersey
$485K +$387K +2,929 +396%
FA
470
Financial Alternatives
California
$484K – – –
ZF
471
Zhang Financial
Michigan
$482K – – –
CIA
472
Capital Investment Advisors
Georgia
$478K -$11.4K -86 -2%
HF
473
Halpern Financial
Virginia
$478K – – –
DW30
474
Drucker Wealth 3.0
New Jersey
$475K -$3.44K -26 -0.7%
Chevy Chase Trust
475
Chevy Chase Trust
Maryland
$474K – – –
17 18
19
20 21