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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
Jones Financial Companies
Missouri
$1.21B
2
Bank of America
Bank of America
North Carolina
$543M
3
ACA
Anchor Capital Advisors
Massachusetts
$64.5M
4
Lido Advisors
Lido Advisors
California
$38.3M
5
Wells Fargo
Wells Fargo
California
$526M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$14.9M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$469M
3
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
$3.62M
4
Prudential Financial
Prudential Financial
New Jersey
$517K
5
AP
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGP
501
Marshall Financial Group (Pennsylvania)
Pennsylvania
$424K +$1.55K +12 +0.4%
CWM
502
Cranbrook Wealth Management
Michigan
$423K – – –
JWCA
503
J.W. Cole Advisors
Florida
$422K -$2.33K -18 -0.5%
HW
504
Hancock Whitney
Mississippi
$422K +$422K +3,263 New
WP
505
Westmount Partners
California
$421K +$129 +1 +0%
SCP
506
Stevens Capital Partners
Nebraska
$421K -$2.97K -23 -0.7%
SWA
507
Sax Wealth Advisors
New Jersey
$421K +$217K +1,674 +106%
IBOK
508
Independence Bank of Kentucky
Kentucky
$420K – – –
BAM
509
Berkshire Asset Management
Pennsylvania
$418K +$1.08K +8 +0.3%
AIM
510
Allen Investment Management
New York
$418K – – –
MCWS
511
McKinley Carter Wealth Services
West Virginia
$416K +$13.5K +104 +3%
AHC
512
Anderson Hoagland & Co
Missouri
$414K +$414K +3,100 New
IWA
513
Icon Wealth Advisors
Texas
$414K -$1.29K -10 -0.3%
HI
514
Harbour Investments
Wisconsin
$413K -$21.5K -166 -5%
DI
515
DAGCO Inc
Ohio
$412K +$167K +1,291 +68%
CFP
516
Cascade Financial Partners
California
$410K +$75.4K +583 +23%
CIA
517
Capital Investment Advisors
Georgia
$407K -$60.3K -466 -13%
FAIM
518
Financial Advocates Investment Management
Washington
$407K -$387K -2,991 -49%
TC
519
Trilogy Capital
California
$405K -$8.54K -66 -2%
HAS
520
Holland Advisory Services
Florida
$403K -$1.16K -9 -0.3%
CFG
521
Clayton Financial Group
Missouri
$401K +$1.16K +9 +0.3%
FA
522
Flagstar Advisors
New York
$400K -$1.42K -11 -0.4%
PCS
523
Private Client Services
Kentucky
$396K +$776 +6 +0.2%
NEWAS
524
N.E.W. Advisory Services
Wisconsin
$391K – – –
Qube Research & Technologies (QRT)
525
Qube Research & Technologies (QRT)
United Kingdom
$390K -$37.5K -290 -9%
19 20
21
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