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iShares Russell Mid-Cap Value ETF
IWS

946 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 122 funds opening new positions, 302 increasing their positions, 267 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $621K

281% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 32

13% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 267

8% more funds holding

Funds holding: 878 → 946 (+68)

1.4% more ownership

Funds ownership: 78.62% → 80.02% (+1.4%)

1% more capital invested

Capital invested by funds: $10.7B → $10.8B (+$153M)

7% less funds holding in top 10

Funds holding in top 10: 29 → 27 (-2)

Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
12.46%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.36%
New
122
Increased
302
Reduced
267
Closed
32
Calls
$2.43M
Puts
$621K
Net Calls
+$1.81M
Net Calls Change
-$2.75M

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$78.2M
2
Bank of America
Bank of America
North Carolina
+$69.7M
3
ACA
Anchor Capital Advisors
Massachusetts
+$38.6M
4
Lido Advisors
Lido Advisors
California
+$34.6M
5
RP
Reinhart Partners
Wisconsin
+$32.9M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$24.5M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$21.4M
3
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
-$9.99M
4
Prudential Financial
Prudential Financial
New Jersey
-$9.65M
5
Betterment LLC
Betterment LLC
New York
-$8.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
726
Concurrent Investment Advisors
Florida
$207K -$3.48K -26 -2%
SAM
727
Secure Asset Management
Michigan
$207K -$2.94K -22 -1%
Lazard Asset Management
728
Lazard Asset Management
New York
$206K -$134K -1,000 -38%
AWA
729
Arete Wealth Advisors
Illinois
$206K +$213K +1,594 New
ABC
730
Associated Banc-Corp
Wisconsin
$206K -$4.82K -36 -2%
LG
731
LaFleur & Godfrey
Michigan
$206K – – –
QWM
732
Quadcap Wealth Management
Texas
$203K – – –
FWM
733
FLP Wealth Management
Arkansas
$200K +$207K +1,548 New
FCAS
734
First Command Advisory Services
Texas
$200K -$18.2K -136 -8%
BOJHT
735
Bank of Jackson Hole Trust
Wyoming
$195K +$202K +1,510 New
S
736
SignatureFD
Georgia
$192K +$25K +187 +14%
PWM
737
Parkworth Wealth Management
California
$188K +$194K +1,452 New
CTB
738
Country Trust Bank
Illinois
$185K – – –
OSAM
739
O'Shaughnessy Asset Management
Connecticut
$183K -$13.8K -103 -7%
VCM
740
Versant Capital Management
Arizona
$181K – – –
CWC
741
Carolinas Wealth Consulting
North Carolina
$170K – – –
AIM
742
Anchor Investment Management
South Carolina
$169K – – –
BA
743
Bristlecone Advisors
Washington
$167K – – –
OC
744
Oakworth Capital
Alabama
$166K – – –
CF
745
Centaurus Financial
California
$162K – – –
GI
746
GAMMA Investing
California
$160K – – –
SWA
747
SOA Wealth Advisors
New York
$153K +$669 +5 +0.4%
TAM
748
Townsend Asset Management
North Carolina
$151K +$669 +5 +0.4%
DJSG
749
D.J. St. Germain
Massachusetts
$149K – – –
TCOV
750
Trust Company of Vermont
Vermont
$144K – – –
28 29
30
31 32

IWS Hedge Fund Activity: Q4 2024 in Review

946 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2024, worth a combined $10.8B — up 1.4% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new IWS positions and 32 closed out — a net gain of 90 holders — while 302 added to existing stakes and 267 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $78.2M. The largest seller was Corient Private Wealth, cutting an estimated $24.5M.

  • 946 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2024, up from 878 in Q3 2024.
  • Funds reported $10.8B of iShares Russell Mid-Cap Value ETF stock for Q4 2024, up 1.4% quarter-over-quarter.
  • 122 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2024 and 32 closed out, a net change of +90 holders.
  • The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $78.2M added.
  • The largest iShares Russell Mid-Cap Value ETF seller in Q4 2024 was Corient Private Wealth, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2024.