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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 %
AWS
151
Atria Wealth Solutions
New York
$4.07M 31,464 +2,095 +7%
AI
152
Auour Investments
Massachusetts
$4.07M 30,406 +196 +0.6%
PGFC
153
Peapack-Gladstone Financial Corp
New Jersey
$4.04M 31,245 -459 -1%
FFN
154
Focus Financial Network
Minnesota
$3.98M 30,775 -493 -2%
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$3.97M 30,708 – –
BIM
156
Bridges Investment Management
Nebraska
$3.88M 29,991 – –
RFC
157
Regions Financial Corp
Alabama
$3.75M 29,026 -1,986 -6%
ATI
158
ARK & TLK Investments
Oklahoma
$3.68M 28,477 – –
AI
159
Atria Investments
North Carolina
$3.65M 28,201 +5,315 +23%
WMWM
160
Whitaker-Myers Wealth Managers
Ohio
$3.63M 28,033 +2,347 +9%
HAFS
161
Hapanowicz & Associates Financial Services
Pennsylvania
$3.62M 27,979 -74,629 -73%
RWP
162
RWA Wealth Partners
Massachusetts
$3.61M 27,930 – –
NFC
163
Northeast Financial Consultants
Connecticut
$3.6M 27,828 +40 +0.1%
CWM
164
Connecticut Wealth Management
Connecticut
$3.57M 27,609 -110 -0.4%
CHC
165
City Holding Co
West Virginia
$3.44M 26,616 +885 +3%
FCP
166
Fidelis Capital Partners
Florida
$3.39M 25,573 +872 +4%
CCM
167
Condor Capital Management
New Jersey
$3.38M 26,127 +149 +0.6%
FC
168
Forte Capital
New York
$3.36M 26,003 -2,387 -8%
SFG
169
Sage Financial Group
Pennsylvania
$3.31M 25,563 -360 -1%
CFGS
170
Concourse Financial Group Securities
Alabama
$3.27M 24,322 +1,046 +4%
QC
171
Quadrature Capital
United Kingdom
$3.23M 24,962 +24,962 New
William Blair & Company
172
William Blair & Company
Illinois
$3.22M 24,924 +1,105 +5%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$3.21M 24,839 -2,811 -10%
CA
174
CoreCap Advisors
Michigan
$3.21M 24,835 +24,784 +48,596%
Allspring Global Investments
175
Allspring Global Investments
North Carolina
$3.18M 24,602 +11,784 +92%
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