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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 %
EAM
476
Evanson Asset Management
California
$478K +$129 +1 +0%
PFBT
477
Parkside Financial Bank & Trust
Missouri
$478K +$17.5K +135 +4%
TWP
478
Total Wealth Planning
Ohio
$476K -$28.8K -223 -6%
CFG
479
Cooper Financial Group
California
$476K -$8.93K -69 -2%
FF
480
Finley Financial
Nevada
$476K +$476K +3,610 New
FA
481
Financial Alternatives
California
$474K – – –
ZF
482
Zhang Financial
Michigan
$471K – – –
DFG
483
Dynamic Financial Group
Iowa
$465K +$465K +3,593 New
SB
484
Simmons Bank
Arkansas
$462K +$6.34K +49 +1%
KCM
485
Kanawha Capital Management
Virginia
$458K – – –
GPA
486
Guidance Point Advisors
Massachusetts
$457K +$1.94K +15 +0.4%
LSWP
487
Liberty Square Wealth Partners
Pennsylvania
$457K +$457K +3,441 New
DW30
488
Drucker Wealth 3.0
New Jersey
$455K -$8.67K -67 -2%
PGAM
489
Princeton Global Asset Management
New Jersey
$455K -$19.7K -152 -4%
BEAM
490
Baker Ellis Asset Management
Washington
$453K – – –
SWP
491
Sagespring Wealth Partners
Tennessee
$451K +$451K +3,489 New
WIM
492
Wittenberg Investment Management
Massachusetts
$450K -$619K -4,784 -58%
WWM
493
Western Wealth Management
Colorado
$447K -$35K -271 -7%
PWM
494
Perigon Wealth Management
California
$444K +$94K +707 +27%
CIA
495
Compass Ion Advisors
Pennsylvania
$444K +$259 +2 +0.1%
NCM
496
NCM Capital Management
New Jersey
$440K – – –
AF
497
Allworth Financial
California
$435K -$30.5K -227 -7%
DIA
498
Dana Investment Advisors
Wisconsin
$434K -$45.1K -349 -9%
PA
499
PFG Advisors
Arizona
$433K -$259 -2 -0.1%
LFA
500
LGT Financial Advisors
Texas
$432K +$1.94K +15 +0.5%
18 19
20
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