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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
+$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 %
OP
576
ORG Partners
Indiana
$319K -$2.25K -17 -0.7%
QCM
577
QRG Capital Management
Illinois
$316K +$22.6K +171 +8%
D
578
Dentgroup
Louisiana
$316K -$39.8K -301 -11%
MFG
579
Merit Financial Group
Georgia
$312K -$147K -1,109 -32%
KFI
580
Key Financial Inc
Pennsylvania
$311K -$31.7K -240 -9%
PFG
581
Pacific Financial Group
Washington
$309K -$794 -6 -0.3%
MMA
582
Miracle Mile Advisors
California
$308K -$18.6K -141 -6%
RFG
583
REAP Financial Group
Texas
$307K -$138K -1,044 -31%
PIMG
584
Patriot Investment Management Group
Tennessee
$306K – – –
RFN
585
RDA Financial Network
Iowa
$299K +$22.6K +171 +8%
GAB
586
German American Bancorp
Indiana
$299K -$5.85M -44,249 -95%
KL
587
KilterHowling LLC
Colorado
$299K +$1.32K +10 +0.4%
AFC
588
AFT Forsyth & Company
Florida
$299K +$397 +3 +0.1%
NL
589
NWAM LLC
Washington
$299K +$299K +2,259 New
LWCFA
590
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$298K – – –
NF
591
Nvest Financial
New Hampshire
$297K -$16.1K -122 -5%
EPM
592
Elm Partners Management
Pennsylvania
$294K – – –
FB
593
Fulton Bank
Pennsylvania
$293K +$293K +2,214 New
RIA
594
Regal Investment Advisors
Michigan
$293K -$68.6K -519 -19%
ECG
595
Edge Capital Group
Georgia
$291K -$48.8K -369 -14%
AWG
596
Altus Wealth Group
Colorado
$291K -$22.4K -169 -7%
RBFC
597
Roman Butler Fullerton & Co
Missouri
$287K -$12.6K -95 -4%
NB
598
NBT Bank
New York
$285K – – –
AA
599
Aire Advisors
California
$285K +$661 +5 +0.2%
FM
600
Foster & Motley
Ohio
$284K -$10.6K -80 -4%
22 23
24
25 26