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iShares Russell Mid-Cap Value ETF

923 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, 252 increasing their positions, 350 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

0.32% less ownership

Funds ownership: 80.02%79.7% (-0.32%)

2% less capital invested

Capital invested by funds: $10.8B → $10.6B (-$259M)

5% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 61

2% less funds holding

Funds holding: 946923 (-23)

28% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 350

Holders
923
Holders Change
-23
Holders Change %
-2.43%
% of All Funds
12.38%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
58
Increased
252
Reduced
350
Closed
61
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
-$652K
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
226
Goelzer Investment Management
Indiana
$2.08M -$60.4K -464 -3%
Financial Engines Advisors
227
Financial Engines Advisors
California
$2.06M -$40.8K -313 -2%
SAM
228
Strive Asset Management
Ohio
$2.05M -$286K -2,198 -12%
PS
229
Principal Securities
Iowa
$2.04M
BP
230
Ballentine Partners
Massachusetts
$2.04M
TA
231
TFB Advisors
Kansas
$2.01M +$51.2K +393 +3%
SAM
232
Sequent Asset Management
Texas
$1.96M
SAG
233
SageView Advisory Group
California
$1.93M -$100K -769 -5%
HNB
234
Huntington National Bank
Ohio
$1.93M
ABWM
235
Alpine Bank Wealth Management
Colorado
$1.91M +$1.98M +15,170 New
Bessemer Group
236
Bessemer Group
New Jersey
$1.91M -$102K -787 -5%
CAM
237
Cresset Asset Management
Illinois
$1.88M +$251K +1,925 +15%
FIM
238
Freedom Investment Management
Connecticut
$1.86M -$163K -1,253 -8%
QCG
239
Quadrant Capital Group
Ohio
$1.82M
BB
240
Berkshire Bank
Massachusetts
$1.82M +$305K +2,339 +19%
NFG
241
Nations Financial Group
Iowa
$1.8M -$103K -794 -5%
TC
242
TradeLink Capital
Illinois
$1.78M +$1.84M +14,100 New
HGWM
243
Horst & Graben Wealth Management
Oregon
$1.76M -$41.4K -318 -2%
PWS
244
Peloton Wealth Strategists
Indiana
$1.75M +$40.9K +314 +2%
WWA
245
WCG Wealth Advisors
Nevada
$1.75M +$3.25K +25 +0.2%
TWM
246
Tradition Wealth Management
Minnesota
$1.74M
PWP
247
Perfromance Wealth Partners
Illinois
$1.73M -$336K -2,583 -16%
HFBOT
248
Home Federal Bank of Tennessee
Tennessee
$1.72M -$19.3K -148 -1%
FNBT
249
FineMark National Bank & Trust
Florida
$1.69M -$388K -2,980 -18%
CAG
250
Csenge Advisory Group
Florida
$1.67M -$367K -2,822 -17%

IWS Hedge Fund Activity: Q1 2025 in Review

923 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2025, worth a combined $10.6B — down 2.4% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of IWS and 58 opened new positions — a net loss of 3 holders — while 350 trimmed existing stakes and 252 added.

The largest buyer was Jones Financial Companies, adding an estimated $95.9M. The largest seller was Bank of America, cutting an estimated $59.2M.

  • 923 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2025, down from 946 in Q4 2024.
  • Funds reported $10.6B of iShares Russell Mid-Cap Value ETF stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 58 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2025 and 61 closed out, a net change of -3 holders.
  • The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2025 was Jones Financial Companies, an estimated $95.9M added.
  • The largest iShares Russell Mid-Cap Value ETF seller in Q1 2025 was Bank of America, an estimated $59.2M sold.

Based on aggregated 13F filings for Q1 2025.