iShares Russell Mid-Cap Value ETF
878 hedge funds and large institutions have $10.7B invested in iShares Russell Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 268 increasing their positions, 298 reducing their positions, and 43 closing their positions.
2,152% more call options, than puts
Call options by funds: $4.77M | Put options by funds: $212K
72% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 43
7.87% more ownership
Funds ownership: 70.75% → 78.62% (+7.9%)
7% more funds holding in top 10
Funds holding in top 10: 27 → 29 (+2)
6% more capital invested
Capital invested by funds: $10B → $10.7B (+$637M)
3% more funds holding
Funds holding: 854 → 878 (+24)
10% less repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 298
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$56.5M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$43.5M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$17.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$105M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$42.3M |
| 3 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$42.3M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$40.9M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$28.6M |
IWS Hedge Fund Activity: Q3 2024 in Review
878 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2024, worth a combined $10.7B — up 6.3% from $10B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new IWS positions and 43 closed out — a net gain of 31 holders — while 268 added to existing stakes and 298 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $56.5M. The largest seller was TIAA Trust, National Association, cutting an estimated $105M.
- 878 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2024, up from 854 in Q2 2024.
- Funds reported $10.7B of iShares Russell Mid-Cap Value ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
- 74 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2024 and 43 closed out, a net change of +31 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2024 was Jones Financial Companies, an estimated $56.5M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $105M sold.
Based on aggregated 13F filings for Q3 2024.