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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 %
FFA
551
Farther Finance Advisors
California
$357K -$29.4K -227 -8%
LI
552
Leeward Investments
Massachusetts
$357K +$29.1K +225 +9%
CTWM
553
Cherry Tree Wealth Management
Minnesota
$356K – – –
MIC
554
Means Investment Company
Maine
$356K – – –
PCIA
555
Prime Capital Investment Advisors
Kansas
$356K +$12.2K +94 +4%
CCM
556
Cohen Capital Management
California
$353K +$517 +4 +0.1%
SDJVC
557
St. Denis J. Villere & Co
Louisiana
$353K – – –
MC
558
Moors & Cabot
Massachusetts
$352K +$13.7K +106 +4%
SCA
559
Snowden Capital Advisors
New York
$349K +$74.9K +579 +27%
LRWM
560
Lord & Richards Wealth Management
Colorado
$348K +$348K +2,693 New
FFC
561
First Financial Corp
Indiana
$347K -$4.4K -34 -1%
DWT
562
Dorsey & Whitney Trust
South Dakota
$347K +$87.6K +677 +34%
TA
563
TFG Advisers
Michigan
$345K -$3.75K -29 -1%
BFA
564
Beacon Financial Advisory
Ohio
$345K +$1.29K +10 +0.4%
PA
565
Parallel Advisors
California
$344K +$2.2K +17 +0.6%
Empower Advisory Group
566
Empower Advisory Group
Colorado
$343K -$28.3K -219 -8%
WS
567
Wedbush Securities
California
$343K +$343K +2,656 New
NB
568
Nicolet Bankshares
Wisconsin
$342K – – –
NAM
569
NTV Asset Management
West Virginia
$340K – – –
BCM
570
BTC Capital Management
Iowa
$339K – – –
OP
571
ORG Partners
Indiana
$338K +$26.7K +206 +9%
MFG
572
Magnus Financial Group
New York
$338K +$647 +5 +0.2%
IA
573
IFG Advisory
Georgia
$337K +$337K +2,607 New
SA
574
Sovran Advisors
California
$337K +$337K +2,585 New
CF
575
Corebridge Financial
Texas
$336K -$841K -6,500 -71%
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