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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 %
SIS
776
Sound Income Strategies
Florida
$88.6K 685 -33 -5%
SC
777
Steph & Co
Wisconsin
$87.8K 679 – –
CPA
778
Cardiff Park Advisors
California
$86.2K 667 +3 +0.5%
AG
779
AmeriFlex Group
Nevada
$85.7K 641 +641 New
EB
780
Eastern Bank
Massachusetts
$85.4K 660 – –
GSWM
781
Golden State Wealth Management
California
$84.6K 654 +654 New
VNIM
782
Vaughan Nelson Investment Management
Texas
$80K 615 -441 -42%
SMA
783
Sage Mountain Advisors
Georgia
$79.9K 618 +303 +96%
RI
784
Ridgewood Investments
New Jersey
$79.2K 612 – –
ADL
785
Asset Dedication LLC
California
$79K 611 – –
EWM
786
EPG Wealth Management
Georgia
$77.7K 601 -5 -0.8%
PWM
787
Provident Wealth Management
Tennessee
$77.1K 596 – –
BCMLT
788
Beacon Capital Management LLC (Tennessee)
Tennessee
$76.2K 589 +3 +0.5%
FFA
789
Founders Financial Alliance
North Carolina
$73.8K 570 +1 +0.2%
BBPWM
790
Blue Bell Private Wealth Management
Pennsylvania
$71.9K 556 – –
UCB
791
United Community Bank
South Carolina
$70K 541 +179 +49%
FIA
792
FPC Investment Advisory
California
$69K 516 +516 New
AIC
793
Archer Investment Corporation
Indiana
$67.8K 524 – –
RTC
794
Riverview Trust Company
Washington
$67.3K 520 – –
BLC
795
Brown, Lisle/Cummings
Rhode Island
$66.7K 516 – –
OIA
796
Optimum Investment Advisors
Illinois
$66.7K 516 – –
ME
797
McIlrath & Eck
Washington
$66.3K 513 -50 -9%
FCG
798
Financial Connections Group
California
$66K 517 – –
Russell Investments Group
799
Russell Investments Group
United Kingdom
$64.9K 502 +75 +18%
RFA
800
Reyes Financial Architecture
California
$64.2K 496 +496 New
30 31
32
33 34