IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

873 hedge funds and large institutions have $10.7B invested in iShares Russell Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 298 reducing their positions, and 43 closing their positions.

Holders
873
Holders Change
+23
Holders Change %
+2.71%
% of All Funds
12.63%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
73
Increased
267
Reduced
298
Closed
43
Calls
$4.77M
Puts
$212K
Net Calls
+$4.56M
Net Calls Change
-$666K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.15B
2
MCC
2
Money Concepts Capital
Florida
$46.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$428M
4
SCM
4
Sterling Capital Management
North Carolina
$15.7M
5
FWM
5
FSA Wealth Management
Massachusetts
$15.3M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$501M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$339M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$506M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$8.91M 67,355 +5,903 +10%
ECM
102
Evergreen Capital Management
Washington
$8.68M 65,603 +1,328 +2%
FPIS
103
Financial Planning & Information Services
Wisconsin
$8.25M 62,389 -2,136 -3%
MCCA
104
Mill Creek Capital Advisors
Pennsylvania
$8.2M 62,015 +418 +0.7%
MML Investors Services
105
MML Investors Services
Massachusetts
$8.12M 61,414 +1,683 +3%
CI
106
Conning Inc
Connecticut
$8.05M 60,882 +1,755 +3%
SA
107
Sanctuary Advisors
Indiana
$8.05M 58,074 +1,148 +2%
SW
108
SVB Wealth
Massachusetts
$8.03M 60,722 -173,362 -74%
AP
109
Advisors Preferred
Maryland
$8M 60,879 +60,879 New
IWA
110
Inspirion Wealth Advisors
Illinois
$8M 60,463 -521 -0.9%
PFP
111
Pinnacle Financial Partners
Tennessee
$7.56M 57,136 +1,584 +3%
PAG
112
Private Advisor Group
New Jersey
$7.18M 54,299 +798 +1%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$6.96M 52,642 +31,515 +149%
NA
114
NewEdge Advisors
Louisiana
$6.96M 52,605 +1,159 +2%
Principal Financial Group
115
Principal Financial Group
Iowa
$6.96M 52,600 -18,400 -26%
ML
116
McAdam LLC
Pennsylvania
$6.82M 51,587 -642 -1%
APP
117
Avantax Planning Partners
Iowa
$6.79M 51,333 -41,941 -45%
CG
118
Corundum Group
Colorado
$6.75M 51,039 -2,404 -4%
PIA
119
Powell Investment Advisors
Florida
$6.48M 48,994 +1,800 +4%
JJBC
120
James J. Burns & Company
New York
$6.46M 48,829 -205 -0.4%
PWCM
121
Processus Wealth & Capital Management
Tennessee
$6.41M 48,467 +125 +0.3%
KFG
122
Kingdom Financial Group
Arizona
$6.23M 47,122 +20 +0%
BFG
123
Bleakley Financial Group
New Jersey
$6.21M 46,959 -118 -0.3%
MBI
124
May Barnhard Investments
Maryland
$6.05M 45,725 +160 +0.4%
VW
125
Vance Wealth
California
$5.97M 45,177 +2,889 +7%
3 4
5
6 7