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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

850 hedge funds and large institutions have $10B invested in iShares Russell Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 265 increasing their positions, 293 reducing their positions, and 47 closing their positions.

Holders
850
Holders Change
–
Holders Change %
0%
% of All Funds
12.37%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
59
Increased
265
Reduced
293
Closed
47
Calls
$5.23M
Puts
–
Net Calls
+$5.23M
Net Calls Change
-$1.57M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$375M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$42.3M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$28.6M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$41.2M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$557M
2
Bank of America
2
Bank of America
North Carolina
$450M
3
ZB
3
Zions Bancorporation
Utah
$133M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$270M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$13.2M 109,709 -18,428 -14%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$13.1M 108,362 -13 -0%
Comerica Bank
78
Comerica Bank
Texas
$12.8M 106,097 -7,933 -7%
WA
79
Waverly Advisors
Alabama
$12.7M 105,547 -419 -0.4%
FTS
80
Fifth Third Securities
Ohio
$12.7M 105,128 +1,449 +1%
UB
81
UMB Bank
Missouri
$12.6M 104,232 -10,897 -9%
BF
82
BOK Financial
Oklahoma
$12M 99,791 -4,458 -4%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$12M 96,879 -332 -0.3%
Creative Planning
84
Creative Planning
Kansas
$11.6M 96,200 -338 -0.4%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$11.3M 93,661 -2,971 -3%
APP
86
Avantax Planning Partners
Iowa
$11.3M 93,274 -118,764 -56%
E
87
ETFidea
New York
$10.8M 89,747 +2,068 +2%
OAM
88
Occidental Asset Management
California
$10.6M 88,023 +4,636 +6%
CA
89
Clearstead Advisors
Ohio
$10.6M 87,835 +87,409 +20,519%
AssetMark Inc
90
AssetMark Inc
California
$10.5M 87,367 -1,209 -1%
JIC
91
Johnson Investment Counsel
Ohio
$10.1M 83,561 -135 -0.2%
FHA
92
First Horizon Advisors
Tennessee
$9.84M 81,467 +91 +0.1%
AI
93
Accredited Investors
Minnesota
$9.77M 80,912 -9,513 -11%
JFG
94
JMG Financial Group
Illinois
$9.75M 80,789 -4,556 -5%
SW
95
Simplicity Wealth
New Jersey
$9.67M 80,054 -27,615 -26%
KPWS
96
Kestra Private Wealth Services
Texas
$9.2M 76,156 -4,793 -6%
Prudential Financial
97
Prudential Financial
New Jersey
$9.01M 74,611 -3,490 -4%
TFCP
98
Twin Focus Capital Partners
Massachusetts
$8.92M 73,907 -2,008 -3%
Principal Financial Group
99
Principal Financial Group
Iowa
$8.57M 71,000 -11,200 -14%
MCM
100
MAI Capital Management
Ohio
$8.27M 68,495 -380 -0.6%
2 3
4
5 6