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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 %
E3F
451
Eight 31 Financial
Texas
$531K +$48.2K +373 +10%
ZIM
452
Zacks Investment Management
Illinois
$527K +$517 +4 +0.1%
GFL
453
Granite FO LLC
New Hampshire
$523K – – –
PI
454
PFG Investments
New York
$521K -$14.9K -115 -3%
JWM
455
JP Wealth Management
South Carolina
$519K +$519K +5,868 New
Prudential Financial
456
Prudential Financial
New Jersey
$517K -$9.33M -72,099 -95%
FF
457
Friday Financial
Iowa
$517K +$517K +3,994 New
AAS
458
Annex Advisory Services
Wisconsin
$514K +$124K +957 +32%
SA
459
Skyline Advisors
Washington
$512K +$2.33K +18 +0.5%
GAA
460
Guardian Asset Advisors
Pennsylvania
$508K +$1.55K +12 +0.3%
FUBT
461
First United Bank & Trust
Maryland
$506K -$3.23K -25 -0.6%
MFIM
462
Mesirow Financial Investment Management
Illinois
$505K +$259 +2 +0.1%
FWTB
463
First Western Trust Bank
Colorado
$505K -$10.1K -78 -2%
AWM
464
Apollon Wealth Management
South Carolina
$502K -$6.98K -54 -1%
FNBOO
465
First National Bank of Omaha
Nebraska
$495K – – –
SAM
466
Silvercrest Asset Management
New York
$495K – – –
1SB
467
1ST Source Bank
Indiana
$492K – – –
GGA
468
Granite Group Advisors
Connecticut
$491K – – –
LTAS
469
Linden Thomas Advisory Services
North Carolina
$490K +$490K +3,790 New
AWM
470
Atticus Wealth Management
Florida
$487K +$1.55K +12 +0.3%
LWM
471
LJI Wealth Management
Indiana
$487K -$121K -935 -20%
EA
472
Enclave Advisors
Texas
$486K – – –
WIC
473
Woodmont Investment Counsel
Tennessee
$482K -$9.7K -75 -2%
CIA
474
Choate Investment Advisors
Massachusetts
$481K +$481K +3,719 New
VFA
475
Valeo Financial Advisors
Indiana
$479K -$2.97K -23 -0.6%
17 18
19
20 21