IWS icon

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 %
HWM
826
Horizons Wealth Management
North Carolina
$36.1K 279 -1 -0.4%
LFG
827
Larson Financial Group
Missouri
$35.2K 272 +1 +0.4%
WAG
828
Windsor Advisory Group
Ohio
$34.9K 270 – –
BGIM
829
Brandywine Global Investment Management
Pennsylvania
$34.7K 268 +215 +406%
FGC
830
Financial Gravity Companies
Texas
$34.4K 266 – –
GEA
831
Glen Eagle Advisors
New Jersey
$34.1K 264 +79 +43%
TIM
832
Tortoise Investment Management
New York
$34K 263 – –
CAL
833
Capital Advisors Ltd
Ohio
$34K 260 – –
IRC
834
Investors Research Corp
Georgia
$33.5K 259 – –
LIS
835
Legacy Investment Solutions
Idaho
$33.1K 249 – –
LWMI
836
Legacy Wealth Management (Idaho)
Idaho
$33.1K 249 – –
RFA
837
Register Financial Advisors
Georgia
$32.9K 254 – –
CBT
838
Crews Bank & Trust
Florida
$32.7K 253 +253 New
OLVIG
839
Oliver Lagore Vanvalin Investment Group
Michigan
$32.6K 252 -135 -35%
NWM
840
Nova Wealth Management
Florida
$32.6K 252 +252 New
CAWM
841
Capital A Wealth Management
Pennsylvania
$32.2K 249 +249 New
LWANC
842
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.1K 248 – –
CWM
843
CarsonAllaria Wealth Management
Illinois
$31.9K 247 – –
CSB
844
City State Bank
Iowa
$31K 240 – –
PP
845
PrairieView Partners
Minnesota
$31K 243 – –
GWP
846
Gen-Wealth Partners
Michigan
$30.3K 234 +2 +0.9%
AFG
847
Albion Financial Group
Utah
$29.9K 231 +231 New
RIL
848
Rothschild Investment LLC
Illinois
$29.1K 225 – –
AWM
849
Abound Wealth Management
Tennessee
$28.8K 223 – –
PCMC
850
Private Capital Management (Colorado)
Colorado
$28.6K 221 – –
32 33
34
35 36