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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 %
SRC
951
Shufro Rose & Co
New York
– – -3,043 Closed
FWI
952
Facet Wealth Inc
Maryland
– – -2,972 Closed
YIH
953
Y-Intercept (HK)
Hong Kong
– – -2,859 Closed
QCM
954
Quantinno Capital Management
New York
– – -2,525 Closed
ONB
955
Old National Bancorp
Indiana
– – -1,977 Closed
NCM
956
Neumann Capital Management
California
– – -1,524 Closed
LI
957
LMCG Investments
Massachusetts
– – -1,520 Closed
PCA
958
Providence Capital Advisors
North Carolina
– – -1,490 Closed
FAM
959
Flaharty Asset Management
Florida
– – -556 Closed
PS
960
Planned Solutions
California
– – -420 Closed
MFA
961
McClarren Financial Advisors
Pennsylvania
– – -290 Closed
Deutsche Bank
962
Deutsche Bank
Germany
– – -248 Closed
AWA
963
Authentikos Wealth Advisory
California
– – -207 Closed
CA
964
Centerpoint Advisors
Massachusetts
– – -173 Closed
DIP
965
DT Investment Partners
Pennsylvania
– – -114 Closed
ATS
966
Ashton Thomas Securities
New York
– – -92 Closed
BWP
967
Baldwin Wealth Partners
Massachusetts
– – -19 Closed
PPWM
968
PFG Private Wealth Management
Florida
– – -16 Closed
CPG
969
Cornerstone Planning Group
New Jersey
– – -3 Closed
S
970
Sachetta
Massachusetts
– – -2 Closed
Jane Street
971
Jane Street
New York
– – – –
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