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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 %
OPS
251
Orion Portfolio Solutions
Nebraska
$1.63M 12,963 -41,725 -76%
EWA
252
EverSource Wealth Advisors
Alabama
$1.63M 12,907 -258 -2%
FFA
253
First Foundation Advisors
California
$1.61M 12,779 +2,410 +23%
SWP
254
Stratos Wealth Partners
Ohio
$1.61M 12,747 -765 -6%
IFPG
255
Intrepid Financial Planning Group
Indiana
$1.6M 12,697 +112 +0.9%
ES
256
Eagle Strategies
New York
$1.59M 12,628 +330 +3%
DADC
257
D.A. Davidson & Co
Montana
$1.58M 12,560 -421 -3%
SIG
258
Stonegate Investment Group
Alabama
$1.58M 12,530 +969 +8%
RCAG
259
Rehmann Capital Advisory Group
Michigan
$1.56M 12,402 -123 -1%
BIA
260
BHK Investment Advisors
Alabama
$1.56M 12,388 -273 -2%
MCM
261
MV Capital Management
Maryland
$1.52M 12,073 +275 +2%
IWC
262
Integrated Wealth Concepts
Massachusetts
$1.52M 12,069 -301 -2%
MAM
263
MWA Asset Management
Massachusetts
$1.52M 12,029 +153 +1%
ACA
264
Aptus Capital Advisors
Alabama
$1.51M 12,021 +654 +6%
UF
265
Univest Financial
Pennsylvania
$1.5M 11,926 – –
HCA
266
Heck Capital Advisors
Wisconsin
$1.46M 11,604 +5,437 +88%
PFA
267
Pure Financial Advisors
California
$1.46M 11,578 +154 +1%
BOH
268
Bank of Hawaii
Hawaii
$1.45M 11,511 -575 -5%
PSF
269
Pacific Sun Financial
California
$1.45M 11,474 -200 -2%
PPC
270
Park Place Capital
Alabama
$1.44M 11,470 -998 -8%
BPA
271
Beacon Pointe Advisors
California
$1.43M 11,371 -1,822 -14%
NW
272
Naviter Wealth
Arkansas
$1.43M 11,407 – –
TPA
273
Trivium Point Advisory
Connecticut
$1.42M 11,295 -208 -2%
ASN
274
Advisory Services Network
Georgia
$1.42M 11,236 +53 +0.5%
KWM
275
Kingsview Wealth Management
Oregon
$1.39M 11,058 -481 -4%
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