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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 %
SC
901
Stephens Consulting
Michigan
$9.7K 75 – –
TAM
902
Tucker Asset Management
Colorado
$9.7K 75 +15 +25%
FP
903
Financial Perspectives
Minnesota
$9.57K 74 – –
NMG
904
New Millennium Group
Utah
$8.92K 69 +43 +165%
CSC
905
Caldwell Sutter Capital
California
$8.41K 65 – –
BIG
906
Brooklyn Investment Group
New York
$8.28K 64 +64 New
MFT
907
Moisand Fitzgerald Tamayo
Florida
$7.89K 61 – –
TVWM
908
Tower View Wealth Management
Wisconsin
$7.75K 60 – –
DFC
909
DB Fitzpatrick & Co
Idaho
$7.11K 55 – –
BIM
910
Breakwater Investment Management
Washington
$7.11K 55 +55 New
RWS
911
Retirement Wealth Solutions
Wisconsin
$6.77K 53 +53 New
PWA
912
Provenance Wealth Advisors
Florida
$6.3K 49 – –
MFC
913
Morris Financial Concepts
South Carolina
$5.81K 45 – –
AWM
914
Angeles Wealth Management
California
$5.69K 44 – –
WAM
915
WFA Asset Management
Wisconsin
$5.69K 44 +44 New
CCC
916
Chelsea Counsel Company
California
$5.43K 42 – –
HR
917
Howe & Rusling
New York
$5.17K 40 -140 -78%
SL
918
Salomon & Ludwin
Virginia
$5.17K 40 – –
WCAMG
919
Woodard & Company Asset Management Group
North Carolina
$5.17K 40 +40 New
BTD
920
BankPlus Trust Department
Mississippi
$5.17K 40 +40 New
1L
921
10Elms LLP
Oklahoma
$4.79K 37 +37 New
NRG
922
Nemes Rush Group
Michigan
$4.66K 36 -77 -68%
TSMHT
923
Thurston Springer Miller Herd & Titak
Indiana
$4.4K 34 – –
EA
924
Evolution Advisers
Virginia
$4K 34 +34 New
WWM
925
Wolff Wiese Magana
California
$3.62K 28 +13 +87%
35 36
37
38 39