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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 %
KFG
126
Kingdom Financial Group
Arizona
$5.86M 45,325 -1,797 -4%
HBS
127
Howard Bailey Securities
Indiana
$5.74M 44,391 +1,529 +4%
VW
128
Vance Wealth
California
$5.73M 44,314 -863 -2%
P
129
&Partners
Tennessee
$5.68M 43,811 +31,937 +269%
AG
130
Ascent Group
Virginia
$5.67M 43,807 +23 +0.1%
KFP
131
KMG Fiduciary Partners
Ohio
$5.66M 43,748 +1,716 +4%
FMII
132
Farmers & Merchants Investments Inc
Nebraska
$5.66M 43,737 – –
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$5.49M 42,476 +5,045 +13%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$5.47M 42,307 +5,264 +14%
NW
135
NewEdge Wealth
Pennsylvania
$5.46M 42,177 +624 +2%
XF
136
XML Financial
Maryland
$5.41M 41,837 -29 -0.1%
AC
137
Aldebaran Capital
Indiana
$5.23M 40,417 -843 -2%
FPAS
138
Focus Partners Advisor Solutions
Missouri
$5.14M 39,730 +33,339 +522%
EWA
139
EP Wealth Advisors
California
$5.12M 39,623 +1,218 +3%
Principal Financial Group
140
Principal Financial Group
Iowa
$4.98M 38,500 -14,100 -27%
MG
141
Mather Group
Illinois
$4.84M 37,446 – –
PAS
142
Park Avenue Securities
New York
$4.7M 36,373 +7,105 +24%
CB
143
Community Bank
New York
$4.62M 35,748 -1,555 -4%
IP
144
Investment Partners
Ohio
$4.59M 35,480 +1,473 +4%
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$4.48M 34,464 +661 +2%
BMWS
146
Brady Martz Wealth Solutions
North Dakota
$4.45M 34,151 +34,151 New
OAM
147
Oppenheimer Asset Management
New York
$4.39M 33,975 +33,975 New
BlackRock
148
BlackRock
New York
$4.18M 32,353 +13,650 +73%
LA
149
LWM Advisors
California
$4.13M 31,957 +31,957 New
FWP
150
Falcon Wealth Planning
California
$4.08M 31,530 +552 +2%
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