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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 %
PWA
826
Provenance Wealth Advisors
Florida
$5.88K 49 – –
AWM
827
Angeles Wealth Management
California
$5.68K 47 +47 New
CHA
828
Carmichael Hill & Associates
Maryland
$5.56K 46 +46 New
MFC
829
Morris Financial Concepts
South Carolina
$5.42K 45 – –
TAM
830
Tucker Asset Management
Colorado
$5.31K 44 -48 -52%
LIA
831
Lynx Investment Advisory
District of Columbia
$5.28K 44 +44 New
CCC
832
Chelsea Counsel Company
California
$5.07K 42 – –
SL
833
Salomon & Ludwin
Virginia
$4.83K 40 – –
Russell Investments Group
834
Russell Investments Group
United Kingdom
$4.35K 36 +36 New
CP
835
Camelot Portfolios
Ohio
$4.23K 35 +35 New
TSMHT
836
Thurston Springer Miller Herd & Titak
Indiana
$4.11K 34 +34 New
JWM
837
Janiczek Wealth Management
Colorado
$3.74K 31 – –
NMG
838
New Millennium Group
Utah
$3.5K 29 +29 New
VNA
839
Valley National Advisers
Pennsylvania
$3K 30 – –
DF
840
Dunhill Financial
United Kingdom
$2.69K 22 – –
WWP
841
WR Wealth Planners
Missouri
$2.54K 21 +21 New
HR
842
Howe & Rusling
New York
$2.42K 20 – –
PP
843
PFS Partners
New Jersey
$2.3K 19 – –
BWP
844
Baldwin Wealth Partners
Massachusetts
$2.29K 19 +19 New
LC
845
Lindbrook Capital
California
$1.69K 14 – –
OA
846
Operose Advisors
Wisconsin
$1.09K 9 – –
CT
847
Clearstead Trust
Maine
$1.09K 9 – –
LFA
848
Legend Financial Advisors
Pennsylvania
$1.09K 9 +9 New
CP
849
Castleview Partners
Texas
$966 8 – –
JFA
850
JNBA Financial Advisors
Minnesota
$966 8 +8 New
32 33
34
35 36