IWS icon

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 %
AI
151
Auour Investments
Massachusetts
$3.86M 31,942 +810 +3%
RFC
152
Regions Financial Corp
Alabama
$3.78M 31,287 +1,577 +5%
FWP
153
Falcon Wealth Planning
California
$3.77M 31,214 -1,604 -5%
RWP
154
RWA Wealth Partners
Massachusetts
$3.73M 30,884 – –
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$3.71M 30,708 – –
FWM
156
FMA Wealth Management
Massachusetts
$3.69M 30,582 +62 +0.2%
BIM
157
Bridges Investment Management
Nebraska
$3.58M 29,646 +6,290 +27%
AWS
158
Atria Wealth Solutions
New York
$3.54M 29,295 -700 -2%
AI
159
Atria Investments
North Carolina
$3.47M 28,748 +3,411 +13%
PAS
160
Park Avenue Securities
New York
$3.46M 28,629 +1,918 +7%
ATI
161
ARK & TLK Investments
Oklahoma
$3.44M 28,477 – –
Bank of New York Mellon
162
Bank of New York Mellon
New York
$3.39M 28,084 -2,742 -9%
NFC
163
Northeast Financial Consultants
Connecticut
$3.36M 27,788 – –
CWM
164
Connecticut Wealth Management
Connecticut
$3.35M 27,719 +90 +0.3%
HSA
165
HBK Sorce Advisory
Pennsylvania
$3.23M 26,771 -1,372 -5%
CCM
166
Condor Capital Management
New Jersey
$3.14M 26,039 +464 +2%
SFG
167
Sage Financial Group
Pennsylvania
$3.11M 25,798 -507 -2%
PRWA
168
Platte River Wealth Advisors
Colorado
$3.05M 25,227 -140 -0.6%
CIS
169
Custom Index Systems
New York
$3.04M 25,162 -395 -2%
Citigroup
170
Citigroup
New York
$2.93M 24,291 +1,504 +7%
CHC
171
City Holding Co
West Virginia
$2.89M 23,916 +285 +1%
HIA
172
Harbor Investment Advisory
Maryland
$2.89M 23,914 – –
KFP
173
KMG Fiduciary Partners
Ohio
$2.88M 23,823 +5,094 +27%
William Blair & Company
174
William Blair & Company
Illinois
$2.86M 23,677 +129 +0.5%
WMWM
175
Whitaker-Myers Wealth Managers
Ohio
$2.84M 23,491 +10,241 +77%
5 6
7
8 9