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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 %
HF
476
HRT Financial
New York
$473K -$143K -1,079 -23%
PFBT
477
Parkside Financial Bank & Trust
Missouri
$471K +$264 +2 +0.1%
KCM
478
Kanawha Capital Management
Virginia
$468K – – –
SB
479
Simmons Bank
Arkansas
$466K – – –
GPA
480
Guidance Point Advisors
Massachusetts
$465K +$2.12K +16 +0.5%
BEAM
481
Baker Ellis Asset Management
Washington
$463K – – –
AF
482
Allworth Financial
California
$459K -$387K -2,928 -46%
CIA
483
Compass Ion Advisors
Pennsylvania
$454K +$397 +3 +0.1%
NCM
484
NCM Capital Management
New Jersey
$450K – – –
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$445K +$29.8K +225 +7%
HI
486
Harbour Investments
Wisconsin
$444K +$529 +4 +0.1%
PA
487
PFG Advisors
Arizona
$443K +$90.2K +682 +26%
LFA
488
LGT Financial Advisors
Texas
$440K -$776K -5,870 -64%
Qube Research & Technologies (QRT)
489
Qube Research & Technologies (QRT)
United Kingdom
$437K +$77.8K +588 +22%
SG
490
StoneX Group
New York
$436K -$13.6K -103 -3%
MFG
491
MidWestOne Financial Group
Iowa
$435K +$45.2K +342 +12%
SWP
492
Summit Wealth Partners
Florida
$435K -$29.5K -223 -6%
JWCA
493
J.W. Cole Advisors
Florida
$434K +$89.4K +676 +26%
SCP
494
Stevens Capital Partners
Nebraska
$434K +$6.48K +49 +2%
CWM
495
Cranbrook Wealth Management
Michigan
$433K -$9.13K -69 -2%
MFGP
496
Marshall Financial Group (Pennsylvania)
Pennsylvania
$431K +$1.59K +12 +0.4%
AG
497
AlTi Global
New York
$431K – – –
WP
498
Westmount Partners
California
$431K – – –
IBOK
499
Independence Bank of Kentucky
Kentucky
$429K -$163K -1,235 -28%
AIM
500
Allen Investment Management
New York
$427K – – –
18 19
20
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