IWS icon

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 %
FTS
76
Fifth Third Securities
Ohio
$13.7M 106,162 +2,501 +2%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$13.7M 105,860 +4,773 +5%
HIP
78
HUB Investment Partners
Texas
$13.5M 104,548 -6,057 -5%
SCM
79
Sterling Capital Management
North Carolina
$13.5M 104,136 -14,326 -12%
Comerica Bank
80
Comerica Bank
Texas
$13.4M 103,515 -2,776 -3%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$13.1M 101,558 -1,323 -1%
BF
82
BOK Financial
Oklahoma
$12.6M 98,870 -616 -0.6%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$12.5M 96,293 -975 -1%
JIC
84
Johnson Investment Counsel
Ohio
$12.3M 94,931 -1,121 -1%
PCG
85
Prosperity Consulting Group
Maryland
$12M 93,004 +362 +0.4%
OAM
86
Occidental Asset Management
California
$11.9M 91,916 +3,889 +4%
ECM
87
Evergreen Capital Management
Washington
$11.6M 89,903 +24,300 +37%
UB
88
UMB Bank
Missouri
$11.6M 89,632 -7,994 -8%
BCWM
89
Bartlett & Co Wealth Management
Ohio
$11.3M 87,374 -4,852 -5%
CA
90
Clearstead Advisors
Ohio
$11.2M 86,746 -10,308 -11%
FHA
91
First Horizon Advisors
Tennessee
$10.6M 82,014 +2,344 +3%
AI
92
Accredited Investors
Minnesota
$10.4M 80,163 -1,749 -2%
AAS
93
Avantax Advisory Services
Texas
$10.3M 79,252 -1,203 -1%
MCM
94
MAI Capital Management
Ohio
$10.2M 78,544 +7,545 +11%
JFG
95
JMG Financial Group
Illinois
$10.2M 78,533 -1,509 -2%
SC
96
Savant Capital
Illinois
$10.1M 78,250 -10,201 -12%
KPWS
97
Kestra Private Wealth Services
Texas
$9.71M 75,056 +762 +1%
TFCP
98
Twin Focus Capital Partners
Massachusetts
$9.43M 72,882 +360 +0.5%
MML Investors Services
99
MML Investors Services
Massachusetts
$9.13M 70,568 +9,154 +15%
WFA
100
WestHill Financial Advisors
California
$9.03M 69,803 +1,605 +2%
2 3
4
5 6