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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 %
SWM
751
Sugarloaf Wealth Management
Georgia
$135K 1,044 – –
HNW
752
High Note Wealth
Minnesota
$134K 1,037 +1,037 New
ST
753
Smithfield Trust
Pennsylvania
$133K 1,019 – –
KWAG
754
Kiely Wealth Advisory Group
North Carolina
$132K 990 – –
CIAS
755
Capital Investment Advisory Services
North Carolina
$130K 1,005 +113 +13%
HNB
756
Hilltop National Bank
Wyoming
$126K 973 – –
DSC
757
Duncker Streett & Co
Missouri
$124K 961 – –
SIM
758
Synergy Investment Management
Florida
$122K 940 +940 New
MCA
759
Midwest Capital Advisors
Michigan
$117K 905 +905 New
SS
760
Sunbelt Securities
Texas
$116K 900 +11 +1%
CCM
761
Cutler Capital Management
Massachusetts
$115K 886 – –
CBT
762
CoreFirst Bank & Trust
Kansas
$112K 865 -77 -8%
OHWP
763
Oak Harbor Wealth Partners
North Carolina
$111K 862 -1 -0.1%
OW
764
Olistico Wealth
Oklahoma
$109K 844 +1 +0.1%
HPIA
765
Hamilton Point Investment Advisors
North Carolina
$105K 814 – –
PK
766
Pflug Koory
Nebraska
$105K 808 – –
RIA
767
Realta Investment Advisors
Delaware
$104K 798 +772 +2,969%
CFD
768
Creative Financial Designs
Indiana
$102K 785 – –
BFS
769
Bare Financial Services
Pennsylvania
$101K 784 – –
HIW
770
Holos Integrated Wealth
Pennsylvania
$99.2K 767 +767 New
LDB
771
Lee, Danner & Bass
Tennessee
$99.2K 767 +767 New
AAG
772
Armstrong Advisory Group
Massachusetts
$97.1K 751 +13 +2%
TC
773
Trust Company
Kansas
$92.7K 717 – –
WTA
774
Washington Trust Advisors
Massachusetts
$92.1K 712 -34 -5%
SFG
775
Stonebridge Financial Group
Pennsylvania
$90.4K 699 +699 New
29 30
31
32 33