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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 %
ACA
851
American Capital Advisory
Idaho
$28.5K 220 – –
BONH
852
Bank of New Hampshire
New Hampshire
$27.7K 214 – –
NBT
853
Northwest Bank & Trust
Iowa
$26.6K 190 – –
BWL
854
Bogart Wealth LLC
Virginia
$26.3K 203 – –
HC
855
Hoese & Co
Minnesota
$26.3K 203 +203 New
KBFS
856
Kohmann Bosshard Financial Services
Ohio
$25.9K 200 +200 New
MFC
857
Mechanics Financial Corp
Ohio
$25.5K 197 – –
NRC
858
New Republic Capital
North Carolina
$25.2K 195 -378 -66%
RA
859
Rise Advisors
New York
$25K 193 +1 +0.5%
RF
860
Roxbury Financial
New Jersey
$24.8K 177 +177 New
AW
861
Avion Wealth
Texas
$24K 192 – –
BFPW
862
BOK Financial Private Wealth
Colorado
$23.4K 181 – –
HFS
863
Hantz Financial Services
Michigan
$23K 176 +176 New
MA
864
Montag & Associates
Georgia
$22.8K 176 -264 -60%
TCG
865
Transcendent Capital Group
Oklahoma
$21.4K 165 – –
FG
866
Fairman Group
Pennsylvania
$21.1K 163 – –
OL
867
one8zero8 LLC
North Carolina
$19.7K 152 +152 New
FMB
868
Field & Main Bank
Kentucky
$19.4K 150 – –
SIC
869
Salem Investment Counselors
North Carolina
$18.6K 144 – –
WCM
870
Winthrop Capital Management
Indiana
$18K 139 +139 New
TPW
871
Talon Private Wealth
Florida
$16.7K 129 – –
MAS
872
MPWM Advisory Solutions
Georgia
$16.7K 129 +129 New
HWP
873
Highline Wealth Partners
California
$16.4K 127 +1 +0.8%
TRCT
874
Tower Research Capital (TRC)
New York
$15.7K 121 +61 +102%
MPCG
875
Matrix Private Capital Group
New York
$15.5K 120 -76 -39%
33 34
35
36 37