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 %
T. Rowe Price Associates
151
T. Rowe Price Associates
Maryland
$4.06M 30,708 – –
SW
152
Simplicity Wealth
New Jersey
$4.01M 30,352 -49,702 -62%
AI
153
Auour Investments
Massachusetts
$3.98M 30,210 -1,732 -5%
BIM
154
Bridges Investment Management
Nebraska
$3.97M 29,991 +345 +1%
AWS
155
Atria Wealth Solutions
New York
$3.88M 29,369 +74 +0.3%
PAS
156
Park Avenue Securities
New York
$3.87M 29,268 +639 +2%
ATI
157
ARK & TLK Investments
Oklahoma
$3.77M 28,477 – –
FC
158
Forte Capital
New York
$3.75M 28,390 -16,751 -37%
RWP
159
RWA Wealth Partners
Massachusetts
$3.69M 27,930 -2,954 -10%
NFC
160
Northeast Financial Consultants
Connecticut
$3.67M 27,788 – –
CWM
161
Connecticut Wealth Management
Connecticut
$3.67M 27,719 – –
Bank of New York Mellon
162
Bank of New York Mellon
New York
$3.66M 27,650 -434 -2%
CCM
163
Condor Capital Management
New Jersey
$3.44M 25,978 -61 -0.2%
SFG
164
Sage Financial Group
Pennsylvania
$3.43M 25,923 +125 +0.5%
CHC
165
City Holding Co
West Virginia
$3.4M 25,731 +1,815 +8%
WMWM
166
Whitaker-Myers Wealth Managers
Ohio
$3.4M 25,686 +2,195 +9%
HSA
167
HBK Sorce Advisory
Pennsylvania
$3.31M 25,008 -1,763 -7%
PRWA
168
Platte River Wealth Advisors
Colorado
$3.26M 24,667 -560 -2%
FCP
169
Fidelis Capital Partners
Florida
$3.26M 24,701 +6,232 +34%
FMC
170
First Merchants Corp
Indiana
$3.22M 24,352 +990 +4%
HIA
171
Harbor Investment Advisory
Maryland
$3.16M 23,914 – –
Citigroup
172
Citigroup
New York
$3.16M 23,905 -386 -2%
Cerity Partners
173
Cerity Partners
New York
$3.16M 23,896 +10,350 +76%
William Blair & Company
174
William Blair & Company
Illinois
$3.15M 23,819 +142 +0.6%
MCA
175
MSH Capital Advisors
Arizona
$3.14M 23,780 +1,335 +6%
5 6
7
8 9