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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
0.41%
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
$1.15B
2
MCC
Money Concepts Capital
Florida
$46.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$428M
4
LPL Financial
LPL Financial
California
$131M
5
US Bancorp
US Bancorp
Minnesota
$553M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$501M
2
FCBT
First Citizens Bank & Trust
North Carolina
$339M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$506M
4
Wolverine Trading
Wolverine Trading
Illinois
$0
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
551
Parallel Advisors
California
$350K -$265 -2 -0.1%
PWM
552
Perigon Wealth Management
California
$349K +$4.36K +33 +1%
NAM
553
NTV Asset Management
West Virginia
$347K – – –
BIG
554
Builder Investment Group
Georgia
$347K -$5.55K -42 -2%
BCM
555
BTC Capital Management
Iowa
$346K – – –
MC
556
Moors & Cabot
Massachusetts
$346K +$132 +1 +0%
MFG
557
Magnus Financial Group
New York
$345K +$661 +5 +0.2%
Lazard Asset Management
558
Lazard Asset Management
New York
$343K – – –
APW
559
Acima Private Wealth
Virginia
$342K – – –
CFP
560
Cascade Financial Partners
California
$341K +$30.5K +231 +10%
FA
561
FDx Advisors
Illinois
$341K +$265 +2 +0.1%
BWM
562
BCGM Wealth Management
Indiana
$341K -$9.92K -75 -3%
SCTC
563
Sanibel Captiva Trust Company
Florida
$340K – – –
BMCM
564
Bryn Mawr Capital Management
Pennsylvania
$335K – – –
LAS
565
Lloyd Advisory Services
Georgia
$335K -$1.19K -9 -0.4%
LI
566
Leeward Investments
Massachusetts
$335K +$30.4K +230 +10%
QCM
567
Quantinno Capital Management
New York
$334K +$334K +2,525 New
AIA
568
Arbor Investment Advisors
North Carolina
$330K – – –
BI
569
Ballast Inc
Kentucky
$329K – – –
AMM
570
American Money Management
California
$326K -$3.7K -28 -1%
FLI
571
Family Legacy Inc
South Carolina
$324K – – –
AP
572
Appleton Partners
Massachusetts
$324K -$9.93K -75 -3%
PA
573
Pinnacle Associates
New York
$323K -$28.1K -242 -8%
KP
574
Keel Point
Alabama
$322K +$22.1K +167 +7%
JIC
575
Joel Isaacson & Co
New York
$319K +$264 +2 +0.1%
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