IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

850 hedge funds and large institutions have $10B invested in iShares Russell Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 265 increasing their positions, 293 reducing their positions, and 47 closing their positions.

Holders
850
Holders Change
–
Holders Change %
0%
% of All Funds
12.37%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
59
Increased
265
Reduced
293
Closed
47
Calls
$5.23M
Puts
–
Net Calls
+$5.23M
Net Calls Change
-$1.57M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$375M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$42.3M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$28.6M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$41.2M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$557M
2
Bank of America
2
Bank of America
North Carolina
$450M
3
ZB
3
Zions Bancorporation
Utah
$133M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$270M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BONH
776
Bank of New Hampshire
New Hampshire
$25.8K 214 – –
RDIA
777
RE Dickinson Investment Advisors
Iowa
$24.5K 203 – –
IGWM
778
ICA Group Wealth Management
Colorado
$24.1K 200 -5,789 -97%
BAM
779
Bellevue Asset Management
Washington
$24.1K 200 – –
MFC
780
Mechanics Financial Corp
Ohio
$23.8K 197 – –
GI
781
Gradient Investments
Minnesota
$23.4K 194 +187 +2,671%
RA
782
Rise Advisors
New York
$23.1K 191 – –
AW
783
Avion Wealth
Texas
$23K 192 – –
NBT
784
Northwest Bank & Trust
Iowa
$22.9K 190 – –
GEA
785
Glen Eagle Advisors
New Jersey
$22.3K 185 – –
CA
786
Centerpoint Advisors
Massachusetts
$21K 173 +173 New
JFG
787
JDM Financial Group
Texas
$20.3K 168 – –
TCG
788
Transcendent Capital Group
Oklahoma
$19.8K 164 +1 +0.6%
FG
789
Fairman Group
Pennsylvania
$19.5K 162 +1 +0.6%
KFS
790
Kelly Financial Services
Massachusetts
$19.3K 160 – –
ANBT
791
American National Bank & Trust
Texas
$19.2K 159 – –
FMB
792
Field & Main Bank
Kentucky
$18.1K 150 – –
SIC
793
Salem Investment Counselors
North Carolina
$17.4K 144 +69 +92%
BWL
794
Bogart Wealth LLC
Virginia
$16.5K 137 -39 -22%
PP
795
Pacifica Partners
Canada
$16.1K 134 -51 -28%
HWP
796
Highline Wealth Partners
California
$15.2K 126 +1 +0.8%
MPWT
797
MassMutual Private Wealth & Trust
Connecticut
$15.1K 125 -340 -73%
MPCG
798
Matrix Private Capital Group
New York
$14.5K 120 – –
MLA
799
MB, Levis & Associates
Pennsylvania
$14.4K 119 – –
CFFP
800
Center for Financial Planning
Michigan
$14K 116 -64 -36%
30 31
32
33 34