IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

850 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 247 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
–
Holders Change %
0%
% of All Funds
12.32%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
65
Increased
247
Reduced
320
Closed
55
Calls
$7.07M
Puts
$276K
Net Calls
+$6.79M
Net Calls Change
-$358K

Top Buyers

1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$507M
2
FCBT
First Citizens Bank & Trust
North Carolina
$354M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$980M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$37.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$345M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$998M
2
AWM
AE Wealth Management
Kansas
$35.2M
3
SC
Sasco Capital
Connecticut
$0
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.58B
5
Victory Capital Management
Victory Capital Management
Texas
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
826
Hantz Financial Services
Michigan
$9K +$9K +69 New
CSC
827
Caldwell Sutter Capital
California
$8.15K – – –
IWP
828
IAG Wealth Partners
Wisconsin
$8.15K +$8.15K +65 New
MFT
829
Moisand Fitzgerald Tamayo
Florida
$7.9K -$125 -1 -2%
TVWM
830
Tower View Wealth Management
Wisconsin
$7.42K – – –
DFC
831
DB Fitzpatrick & Co
Idaho
$6.89K – – –
PWA
832
Provenance Wealth Advisors
Florida
$6.1K -$7.84K -63 -56%
MFC
833
Morris Financial Concepts
South Carolina
$5.63K – – –
CCC
834
Chelsea Counsel Company
California
$5.26K +$5.26K +42 New
SL
835
Salomon & Ludwin
Virginia
$5.01K – – –
JWM
836
Janiczek Wealth Management
Colorado
$3.89K – – –
VNA
837
Valley National Advisers
Pennsylvania
$3K – – –
DF
838
Dunhill Financial
United Kingdom
$2.79K – – –
HR
839
Howe & Rusling
New York
$2.51K +$2.51K +20 New
PP
840
PFS Partners
New Jersey
$2.38K – – –
BNP Paribas Financial Markets
841
BNP Paribas Financial Markets
France
$2.13K +$2.13K +17 New
LC
842
Lindbrook Capital
California
$1.76K – – –
PGAM
843
Princeton Global Asset Management
New Jersey
$1.63K – – –
CT
844
Clearstead Trust
Maine
$1.13K – – –
OA
845
Operose Advisors
Wisconsin
$1.13K +$1.13K +9 New
CP
846
Castleview Partners
Texas
$1K – – –
FSWA
847
Financial Synergies Wealth Advisors
Texas
$923 – – –
GI
848
Gradient Investments
Minnesota
$877 -$65.7K -524 -99%
CA
849
CoreCap Advisors
Michigan
$877 +$877 +7 New
BIA
850
Bell Investment Advisors
California
$752 – – –
32 33
34
35 36