IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

850 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 247 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
–
Holders Change %
0%
% of All Funds
12.32%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
65
Increased
247
Reduced
320
Closed
55
Calls
$7.07M
Puts
$276K
Net Calls
+$6.79M
Net Calls Change
-$358K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$507M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$354M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$980M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$37.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$345M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
AWM
2
AE Wealth Management
Kansas
$35.2M
3
SC
3
Sasco Capital
Connecticut
$0
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$1.58B
5
Victory Capital Management
5
Victory Capital Management
Texas
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
176
First Merchants Corp
Indiana
$2.92M +$2.7M +21,551 +1,218%
Citigroup
177
Citigroup
New York
$2.86M +$290K +2,312 +11%
MCC
178
Money Concepts Capital
Florida
$2.82M +$2.82M +22,515 New
Natixis Advisors
179
Natixis Advisors
Massachusetts
$2.8M +$594K +4,743 +27%
GRP
180
Global Retirement Partners
California
$2.78M -$33.1K -264 -1%
FWP
181
FAS Wealth Partners
Kansas
$2.78M +$17.8K +142 +0.6%
FPF
182
First Pacific Financial
Washington
$2.77M -$158K -1,260 -5%
MCA
183
MSH Capital Advisors
Arizona
$2.76M +$118K +941 +4%
CFGS
184
Concourse Financial Group Securities
Alabama
$2.62M +$393K +3,132 +18%
EAM
185
Eukles Asset Management
Ohio
$2.61M -$26.1K -208 -1%
AB
186
Atlas Brown
Kentucky
$2.6M -$5.77K -46 -0.2%
Brown Advisory
187
Brown Advisory
Maryland
$2.54M -$73.4K -586 -3%
BJL
188
Brighton Jones LLC
Washington
$2.49M -$60.9K -486 -2%
WIC
189
Whitegate Investment Counselors
New Hampshire
$2.48M – – –
FIM
190
Freedom Investment Management
Connecticut
$2.45M -$250K -1,995 -9%
SFB
191
STAR Financial Bank
Indiana
$2.44M +$53.3K +425 +2%
Vanguard Group
192
Vanguard Group
Pennsylvania
$2.44M +$72.7K +580 +3%
FCP
193
Fidelis Capital Partners
Florida
$2.42M +$217K +1,735 +10%
KFP
194
KMG Fiduciary Partners
Ohio
$2.35M -$163K -1,297 -6%
WB
195
WesBanco Bank
West Virginia
$2.32M +$1.35M +10,754 +139%
GIM
196
Goelzer Investment Management
Indiana
$2.32M -$10.3K -82 -0.4%
WTC
197
WhitTier Trust Company
Nevada
$2.3M -$200K -1,598 -8%
WT
198
Whittier Trust
California
$2.27M -$101K -807 -4%
PWP
199
Perfromance Wealth Partners
Illinois
$2.26M -$228K -1,821 -9%
CAM
200
Cresset Asset Management
Illinois
$2.19M -$112K -895 -5%
6 7
8
9 10