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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 %
CIA
601
Cape Investment Advisory
Georgia
$284K +$264 +2 +0.1%
SCA
602
Snowden Capital Advisors
New York
$281K +$46.4K +351 +20%
MWM
603
Mission Wealth Management
California
$280K +$132 +1 +0%
ATC
604
Argent Trust Co
Tennessee
$278K +$43.6K +330 +19%
PFM
605
Peak Financial Management
Massachusetts
$278K – – –
USB
606
Union Savings Bank
Connecticut
$278K -$4.23K -32 -2%
LFS
607
Legacy Financial Strategies
Kansas
$274K – – –
SW
608
SkyOak Wealth
Michigan
$273K – – –
BOSSRA
609
B.O.S.S. Retirement Advisors
Utah
$273K +$273K +2,066 New
TF
610
Theory Financial
Colorado
$273K – – –
RA
611
Ruggaard & Associates
Ohio
$272K – – –
FTWA
612
Fifth Third Wealth Advisors
Ohio
$271K -$5.29K -40 -2%
RWMH
613
Riverpoint Wealth Management Holdings
Illinois
$269K – – –
CAG
614
Crestwood Advisors Group
Massachusetts
$268K +$36.6K +277 +16%
MCA
615
Maryland Capital Advisors
Maryland
$268K – – –
OC
616
Oarsman Capital
Wisconsin
$267K +$27.6K +209 +12%
DWT
617
Dorsey & Whitney Trust
South Dakota
$265K – – –
WP
618
WealthShield Partners
North Carolina
$265K -$53.6K -405 -17%
DAS
619
Dynamic Advisor Solutions
Arizona
$263K +$132 +1 +0.1%
1IA
620
1834 Investment Advisors
Wisconsin
$263K -$37.3K -282 -12%
RDFA
621
Ritter Daniher Financial Advisory
Ohio
$263K – – –
FAM
622
Forte Asset Management
New York
$263K – – –
ONB
623
Old National Bancorp
Indiana
$261K +$5.29K +40 +2%
IIC
624
Ironwood Investment Counsel
Arizona
$261K – – –
TFA
625
TPG Financial Advisors
Oregon
$261K +$3.31K +25 +1%
23 24
25
26 27