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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
Franklin Resources
251
Franklin Resources
California
$1.64M -$4.3K -33 -0.3%
BCI
252
Brinker Capital Investments
Pennsylvania
$1.63M -$5.43M -41,725 -76%
OPS
253
Orion Portfolio Solutions
Nebraska
$1.63M -$5.43M -41,725 -76%
EWA
254
EverSource Wealth Advisors
Alabama
$1.63M -$33.6K -258 -2%
FFA
255
First Foundation Advisors
California
$1.61M +$314K +2,410 +23%
SWP
256
Stratos Wealth Partners
Ohio
$1.61M -$99.6K -765 -6%
IFPG
257
Intrepid Financial Planning Group
Indiana
$1.6M +$14.6K +112 +0.9%
ES
258
Eagle Strategies
New York
$1.59M +$43K +330 +3%
DADC
259
D.A. Davidson & Co
Montana
$1.58M -$54.8K -421 -3%
SIG
260
Stonegate Investment Group
Alabama
$1.58M +$126K +969 +8%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$1.56M -$16K -123 -1%
BIA
262
BHK Investment Advisors
Alabama
$1.56M -$35.5K -273 -2%
MCM
263
MV Capital Management
Maryland
$1.52M +$35.8K +275 +2%
IWC
264
Integrated Wealth Concepts
Massachusetts
$1.52M -$39.2K -301 -2%
MAM
265
MWA Asset Management
Massachusetts
$1.52M +$19.9K +153 +1%
ACA
266
Aptus Capital Advisors
Alabama
$1.51M +$85.2K +654 +6%
UF
267
Univest Financial
Pennsylvania
$1.5M
HCA
268
Heck Capital Advisors
Wisconsin
$1.46M +$708K +5,437 +88%
PFA
269
Pure Financial Advisors
California
$1.46M +$20.1K +154 +1%
BOH
270
Bank of Hawaii
Hawaii
$1.45M -$74.9K -575 -5%
PSF
271
Pacific Sun Financial
California
$1.45M -$26K -200 -2%
PPC
272
Park Place Capital
Alabama
$1.44M -$130K -998 -8%
BPA
273
Beacon Pointe Advisors
California
$1.43M -$237K -1,822 -14%
NW
274
Naviter Wealth
Arkansas
$1.43M
TPA
275
Trivium Point Advisory
Connecticut
$1.42M -$27.1K -208 -2%

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.