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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.

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
1
Jones Financial Companies
Missouri
$1.21B
2
Bank of America
2
Bank of America
North Carolina
$543M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$64.5M
4
Lido Advisors
4
Lido Advisors
California
$38.3M
5
Wells Fargo
5
Wells Fargo
California
$526M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$469M
3
HAFS
3
Hapanowicz & Associates Financial Services
Pennsylvania
$3.62M
4
Prudential Financial
4
Prudential Financial
New Jersey
$517K
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AMM
651
American Money Management
California
$262K 2,026 -437 -18%
BW
652
BostonPremier Wealth
Massachusetts
$261K 2,019 +2,019 New
SWP
653
Summit Wealth Partners
Florida
$261K 2,016 -1,270 -39%
OC
654
Oarsman Capital
Wisconsin
$261K 2,016 – –
FTWA
655
Fifth Third Wealth Advisors
Ohio
$260K 2,014 -34 -2%
WP
656
WealthShield Partners
North Carolina
$259K 2,000 – –
RDFA
657
Ritter Daniher Financial Advisory
Ohio
$257K 1,988 – –
FAM
658
Forte Asset Management
New York
$257K 1,985 – –
1IA
659
1834 Investment Advisors
Wisconsin
$256K 1,981 -7 -0.4%
IIC
660
Ironwood Investment Counsel
Arizona
$255K 1,973 – –
IIL
661
Insight Inv LLC
California
$255K 1,970 +1,472 +296%
FHB
662
First Hawaiian Bank
Hawaii
$254K 1,962 – –
MA
663
MONECO Advisors
Connecticut
$251K 1,937 – –
VCA
664
Verdence Capital Advisors
Maryland
$250K 1,934 +50 +3%
HBW
665
Hazlett, Burt & Watson
West Virginia
$250K 1,937 +5 +0.3%
SW
666
Simplicity Wealth
New Jersey
$248K 1,915 -28,437 -94%
GWM
667
GSB Wealth Management
Connecticut
$248K 1,914 +8 +0.4%
CFG
668
Citizens Financial Group
Rhode Island
$247K 1,908 +6 +0.3%
DWP
669
Daymark Wealth Partners
Ohio
$246K 1,902 +83 +5%
IC
670
Iconiq Capital
California
$245K 1,895 +1,895 New
MBT
671
Montecito Bank & Trust
California
$245K 1,891 – –
GIA
672
GHP Investment Advisors
Colorado
$244K 1,886 +89 +5%
CCMG
673
Clark Capital Management Group
Pennsylvania
$244K 1,885 +1,885 New
SFG
674
SNS Financial Group
Minnesota
$243K 1,878 – –
RWA
675
River Wealth Advisors
Pennsylvania
$242K 1,869 +209 +13%
25 26
27
28 29