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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 %
NSIM
801
North Star Investment Management
Illinois
$63.9K 494 – –
BSB
802
Bangor Savings Bank
Maine
$60.3K 466 -9 -2%
OA
803
Operose Advisors
Wisconsin
$60.1K 465 – –
CTA
804
Colonial Trust Advisors
South Carolina
$58.2K 450 – –
PWMG
805
Private Wealth Management Group
New Jersey
$53.7K 415 – –
CAM
806
Creekmur Asset Management
Illinois
$51.6K 399 – –
BFO
807
Biltmore Family Office
North Carolina
$51.2K 396 – –
BAM
808
Bellevue Asset Management
Washington
$50.7K 392 +192 +96%
CSWM
809
Cassady Schiller Wealth Management
Ohio
$50.5K 391 – –
TWC
810
TD Waterhouse Canada
Ontario, Canada
$50.4K 390 +390 New
AA
811
AlphaMark Advisors
Kentucky
$49K 375 – –
HPC
812
HM Payson & Co
Maine
$48.5K 375 – –
ITIM
813
Indiana Trust & Investment Management
Indiana
$45.3K 350 – –
VWM
814
Venturi Wealth Management
Texas
$44.1K 341 -1,376 -80%
WW
815
Winnow Wealth
Texas
$43.9K 340 +340 New
JFA
816
JNBA Financial Advisors
Minnesota
$43.8K 339 +339 New
DWM
817
Darwin Wealth Management
Florida
$43.3K 335 – –
GWANC
818
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.6K 329 +79 +32%
MPWT
819
MassMutual Private Wealth & Trust
Connecticut
$41.3K 319 +143 +81%
MWM
820
Mascoma Wealth Management
New Hampshire
$40K 309 +309 New
GWSG
821
GPS Wealth Strategies Group
Colorado
$39.2K 303 -7 -2%
POIA
822
Pin Oak Investment Advisors
Texas
$39K 293 – –
CWM
823
Copia Wealth Management
Oregon
$38.8K 300 +300 New
HC
824
Hara Capital
Washington
$38.3K 296 +148 +100%
KB
825
Kimelman & Baird
New York
$36.7K 284 – –
31 32
33
34 35