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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
Raymond James Financial
1
Raymond James Financial
Florida
$97.7M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.21B
3
Bank of America
3
Bank of America
North Carolina
$543M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$64.5M
5
Lido Advisors
5
Lido Advisors
California
$38.3M

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 %
ABC
726
Associated Banc-Corp
Wisconsin
$206K 1,592 -36 -2%
LG
727
LaFleur & Godfrey
Michigan
$206K 1,590 – –
QWM
728
Quadcap Wealth Management
Texas
$203K 1,566 – –
FWM
729
FLP Wealth Management
Arkansas
$200K 1,548 +1,548 New
FCAS
730
First Command Advisory Services
Texas
$200K 1,546 -136 -8%
BOJHT
731
Bank of Jackson Hole Trust
Wyoming
$195K 1,510 +1,510 New
S
732
SignatureFD
Georgia
$192K 1,482 +187 +14%
PWM
733
Parkworth Wealth Management
California
$188K 1,452 +1,452 New
CTB
734
Country Trust Bank
Illinois
$185K 1,430 – –
OSAM
735
O'Shaughnessy Asset Management
Connecticut
$183K 1,417 -103 -7%
VCM
736
Versant Capital Management
Arizona
$181K 1,396 – –
CWC
737
Carolinas Wealth Consulting
North Carolina
$170K 1,318 – –
AIM
738
Anchor Investment Management
South Carolina
$169K 1,305 – –
BA
739
Bristlecone Advisors
Washington
$167K 1,291 – –
OC
740
Oakworth Capital
Alabama
$166K 1,283 – –
CF
741
Centaurus Financial
California
$162K 1,250 – –
GI
742
GAMMA Investing
California
$160K 1,237 – –
SWA
743
SOA Wealth Advisors
New York
$153K 1,179 +5 +0.4%
TAM
744
Townsend Asset Management
North Carolina
$151K 1,164 +5 +0.4%
DJSG
745
D.J. St. Germain
Massachusetts
$149K 1,149 – –
TCOV
746
Trust Company of Vermont
Vermont
$144K 1,114 – –
KHC
747
Koesten Hirschmann & Crabtree
Kansas
$143K 1,108 – –
PWMG
748
Prestige Wealth Management Group
New Jersey
$141K 1,093 – –
EWP
749
Elevation Wealth Partners
California
$138K 1,068 -396 -27%
PA
750
Pineridge Advisors
Missouri
$135K 1,044 -155 -13%
28 29
30
31 32