iShares Russell Mid-Cap Value ETF
948 hedge funds and large institutions have $10.9B invested in iShares Russell Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 301 increasing their positions, 268 reducing their positions, and 32 closing their positions.
292% more call options, than puts
Call options by funds: $2.43M | Put options by funds: $621K
281% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 32
12% more repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 268
8% more funds holding
Funds holding: 880 → 948 (+68)
1.54% more ownership
Funds ownership: 78.62% → 80.16% (+1.5%)
1% more capital invested
Capital invested by funds: $10.7B → $10.9B (+$152M)
10% less funds holding in top 10
Funds holding in top 10: 30 → 27 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$78.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$69.7M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$38.6M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$34.6M |
| 5 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$24.5M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$21.4M |
| 3 |
HAFS
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
-$9.99M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$9.65M |
| 5 |
Betterment LLC
New York
|
-$8.05M |
IWS Hedge Fund Activity: Q4 2024 in Review
948 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2024, worth a combined $10.9B — up 1.4% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new IWS positions and 32 closed out — a net gain of 90 holders — while 301 added to existing stakes and 268 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $78.2M. The largest seller was Corient Private Wealth, cutting an estimated $24.5M.
- 948 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2024, up from 880 in Q3 2024.
- Funds reported $10.9B of iShares Russell Mid-Cap Value ETF stock for Q4 2024, up 1.4% quarter-over-quarter.
- 122 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2024 and 32 closed out, a net change of +90 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $78.2M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q4 2024 was Corient Private Wealth, an estimated $24.5M sold.
Based on aggregated 13F filings for Q4 2024.