IWS icon

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.

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
1
Jones Financial Companies
Missouri
$1.15B
2
MCC
2
Money Concepts Capital
Florida
$46.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$428M
4
SCM
4
Sterling Capital Management
North Carolina
$15.7M
5
FWM
5
FSA Wealth Management
Massachusetts
$15.3M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$501M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$339M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$506M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
BPWM
51
Badgley Phelps Wealth Managers
Washington
$20.9M 158,165 +2,329 +1%
HighTower Advisors
52
HighTower Advisors
Illinois
$20.9M 158,113 +4,928 +3%
RA
53
Rodgers & Associates
Pennsylvania
$20.7M 156,393 +5,794 +4%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$20.3M 153,495 -6,683 -4%
AMG
55
Asset Management Group
Connecticut
$20.1M 152,168 -584 -0.4%
RFA
56
RTD Financial Advisors
Pennsylvania
$20.1M 151,872 +8,892 +6%
BCIM
57
Bishop & Co Investment Management
Pennsylvania
$18.5M 140,197 +979 +0.7%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$18.4M 139,379 -97,540 -41%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$18.3M 138,238 -399 -0.3%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$17.5M 132,655 -2,961 -2%
FCAM
61
First Citizens Asset Management
North Carolina
$17.1M 129,141 -14,238 -10%
Stifel Financial
62
Stifel Financial
Missouri
$17.1M 129,108 -1,795 -1%
LFWA
63
LBJ Family Wealth Advisors
Texas
$16.8M 126,975 -28 -0%
Northern Trust
64
Northern Trust
Illinois
$16.7M 126,497 +448 +0.4%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$16.3M 123,366 -2,548 -2%
SCM
66
Sterling Capital Management
North Carolina
$15.7M 118,462 +118,462 New
FWM
67
FSA Wealth Management
Massachusetts
$15.3M 115,561 +115,561 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$15.1M 114,148 +4,439 +4%
SPIA
69
Steward Partners Investment Advisory
New York
$14.8M 111,846 +47 +0%
HIP
70
HUB Investment Partners
Texas
$14.6M 110,605 -8,817 -7%
TSW
71
Thompson Siegel & Walmsley
Virginia
$14.5M 109,967 -74,351 -40%
Goldman Sachs
72
Goldman Sachs
New York
$14.3M 108,484 -3,622 -3%
Comerica Bank
73
Comerica Bank
Texas
$14.1M 106,291 +194 +0.2%
WA
74
Waverly Advisors
Alabama
$14M 105,533 -14 -0%
FTS
75
Fifth Third Securities
Ohio
$13.7M 103,661 -1,467 -1%
1 2
3
4 5