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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

913 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 251 increasing their positions, 347 reducing their positions, and 59 closing their positions.

Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
-$652K

Top Buyers

1
ZBNA
1
Zions Bancorporation, National Association
Utah
$152M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.26B
3
American Century Companies
3
American Century Companies
Missouri
$78.1M
4
PLFA
4
Pacific Life Fund Advisors
California
$50.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$22.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$472M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$16.4M
3
SW
3
SVB Wealth
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$477M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$426M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
226
Strive Asset Management
Ohio
$2.05M 16,240 -2,198 -12%
PS
227
Principal Securities
Iowa
$2.04M 15,768 – –
BP
228
Ballentine Partners
Massachusetts
$2.04M 16,161 – –
TA
229
TFB Advisors
Kansas
$2.01M 15,927 +393 +3%
SAM
230
Sequent Asset Management
Texas
$1.96M 15,536 – –
SAG
231
SageView Advisory Group
California
$1.93M 15,358 -769 -5%
HNB
232
Huntington National Bank
Ohio
– – – –
ABWM
233
Alpine Bank Wealth Management
Colorado
$1.91M 15,170 +15,170 New
Bessemer Group
234
Bessemer Group
New Jersey
$1.91M 15,127 -787 -5%
CAM
235
Cresset Asset Management
Illinois
$1.88M 14,945 +1,925 +15%
FIM
236
Freedom Investment Management
Connecticut
$1.86M 14,764 -1,253 -8%
QCG
237
Quadrant Capital Group
Ohio
$1.82M 14,474 – –
BB
238
Berkshire Bank
Massachusetts
$1.82M 14,467 +2,339 +19%
NFG
239
Nations Financial Group
Iowa
$1.8M 14,316 -794 -5%
TC
240
TradeLink Capital
Illinois
$1.78M 14,100 +14,100 New
HGWM
241
Horst & Graben Wealth Management
Oregon
$1.76M 13,997 -318 -2%
PWS
242
Peloton Wealth Strategists
Indiana
$1.75M 13,906 +314 +2%
WWA
243
WCG Wealth Advisors
Nevada
$1.75M 13,854 +25 +0.2%
TWM
244
Tradition Wealth Management
Minnesota
$1.74M 13,781 – –
PWP
245
Perfromance Wealth Partners
Illinois
$1.73M 13,722 -2,583 -16%
HFBOT
246
Home Federal Bank of Tennessee
Tennessee
$1.72M 13,620 -148 -1%
FNBT
247
FineMark National Bank & Trust
Florida
$1.69M 13,392 -2,980 -18%
CAG
248
Csenge Advisory Group
Florida
$1.67M 14,149 -2,822 -17%
Franklin Resources
249
Franklin Resources
California
$1.64M 13,005 -33 -0.3%
BCI
250
Brinker Capital Investments
Pennsylvania
$1.63M 12,963 -41,725 -76%
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