iShares Russell Mid-Cap Value ETF
951 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 123 funds opening new positions, 301 increasing their positions, 269 reducing their positions, and 32 closing their positions.
342% more capital inflows, than outflows
Capital inflows: $759M | Capital outflows: $172M
292% more call options, than puts
Call options by funds: $2.43M | Put options by funds: $621K
284% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 32
12% more repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 269
8% more funds holding
Funds holding: 882 → 951 (+69)
1.54% more ownership
Funds ownership: 78.62% → 80.16% (+1.5%)
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 |
Anchor Capital Advisors
Boston,
Massachusetts
|
+$38.6M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$34.6M |
| 5 |
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 |
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
-$10M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$9.7M |
| 5 |
Betterment LLC
New York
|
-$8.05M |
IWS Hedge Fund Activity: Q4 2024 in Review
951 of the 7,622 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: 123 funds opened new IWS positions and 32 closed out — a net gain of 91 holders — while 301 added to existing stakes and 269 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.
- 951 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2024, up from 882 in Q3 2024.
- Funds reported $10.9B of iShares Russell Mid-Cap Value ETF stock for Q4 2024, up 1.4% quarter-over-quarter.
- 123 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2024 and 32 closed out, a net change of +91 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.