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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 %
JGIA
926
Jackson Grant Investment Advisers
Connecticut
$3.52K 27 – –
MSWA
927
Marshall & Sterling Wealth Advisors
New York
$3.23K 25 +25 New
VNA
928
Valley National Advisers
Pennsylvania
$3K 30 – –
SAM
929
Synergy Asset Management
Washington
$2.91K 22 +22 New
DF
930
Dunhill Financial
United Kingdom
$2.88K 22 – –
PP
931
PFS Partners
New Jersey
$2.46K 19 – –
EBA
932
Eagle Bay Advisors
New York
$2.46K 19 – –
FIM
933
FWL Investment Management
Texas
$2.33K 18 – –
LC
934
Lindbrook Capital
California
$1.81K 14 – –
LFA
935
Legend Financial Advisors
Pennsylvania
$1.16K 9 +9 New
NS
936
NBC Securities
Alabama
$840 6 -7,093 -100%
BIA
937
Bell Investment Advisors
California
$777 6 – –
BNP Paribas Financial Markets
938
BNP Paribas Financial Markets
France
$776 6 -8 -57%
MSG
939
Main Street Group
Virginia
$518 4 – –
IAIM
940
International Assets Investment Management
Florida
– – -146,861 Closed
AP
941
Advisors Preferred
Maryland
– – -60,879 Closed
Susquehanna International Group
942
Susquehanna International Group
Pennsylvania
– – -32,452 Closed
Tudor Investment Corp
943
Tudor Investment Corp
Connecticut
– – -12,191 Closed
KOC
944
Koss-Olinger Consulting
Florida
– – -8,338 Closed
CSPIA
945
Cary Street Partners Investment Advisory
Virginia
– – -6,093 Closed
Barclays
946
Barclays
United Kingdom
– – -4,800 Closed
LCM
947
Leisure Capital Management
California
– – -4,653 Closed
EWS
948
Evergreen Wealth Solutions
Pennsylvania
– – -3,837 Closed
HF
949
HRT Financial
New York
– – -3,581 Closed
KWA
950
Kingswood Wealth Advisors
California
– – -3,177 Closed
35 36 37
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