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iShares Russell Mid-Cap Value ETF

933 hedge funds and large institutions have $11.1B invested in iShares Russell Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 282 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

5% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$542M)

4.01% more ownership

Funds ownership: 74.61%78.62% (+4%)

2% more funds holding

Funds holding: 919933 (+14)

8% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 308

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

Holders
933
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
12.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.38%
New
83
Increased
282
Reduced
308
Closed
52
Calls
$2.4M
Puts
Net Calls
+$2.4M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
NF
276
Nvest Financial
New Hampshire
$1.48M +$466K +3,406 +48%
FI
277
FWG Investments
Kentucky
$1.47M +$59.6K +436 +4%
CFO
278
Callan Family Office
Pennsylvania
$1.47M -$70.9K -519 -5%
BFM
279
Broadview Financial Management
Wisconsin
$1.46M -$35K -256 -2%
SAG
280
SageView Advisory Group
California
$1.45M -$23.4K -171 -2%
MCM
281
MV Capital Management
Maryland
$1.45M
BFC
282
Bedel Financial Consulting
Indiana
$1.44M -$91.9K -672 -6%
PFS
283
Prospera Financial Services
Texas
$1.44M -$3.28K -24 -0.2%
I2I
284
Insight 2811 Inc
Illinois
$1.43M -$137 -1 -0%
AT
285
American Trust
Kentucky
$1.41M -$175K -1,282 -11%
AFG
286
Allegheny Financial Group
Pennsylvania
$1.41M +$165K +1,206 +14%
Renaissance Technologies
287
Renaissance Technologies
New York
$1.37M -$1.13M -8,300 -46%
FGG
288
Financial Guidance Group
Florida
$1.36M +$137 +1 +0%
FNBT
289
FineMark National Bank & Trust
Florida
$1.36M -$45.5K -333 -3%
ANBOT
290
American National Bank of Texas
Texas
$1.34M +$1.32M +9,621 New
AQR Capital Management
291
AQR Capital Management
Connecticut
$1.33M +$324K +2,371 +33%
Neuberger Berman Group
292
Neuberger Berman Group
New York
$1.33M +$935K +6,839 +256%
EWA
293
ERTS Wealth Advisors
Michigan
$1.32M -$3.83K -28 -0.3%
NPT
294
National Philanthropic Trust
Pennsylvania
$1.32M
MA
295
Mutual Advisors
Nebraska
$1.31M +$21.3K +156 +2%
BFS
296
Bradley Foster & Sargent
Connecticut
$1.31M -$4.1K -30 -0.3%
CWMP
297
Clarion Wealth Managment Partners
Virginia
$1.3M -$67.3K -492 -5%
TPCW
298
TD Private Client Wealth
New York
$1.29M -$7.38K -54 -0.6%
SCG
299
Sonata Capital Group
Washington
$1.28M +$31K +227 +3%
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$1.28M +$23.9K +175 +2%

IWS Hedge Fund Activity: Q3 2025 in Review

933 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2025, worth a combined $11.1B — up 5.1% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWS positions and 52 closed out — a net gain of 31 holders — while 282 added to existing stakes and 308 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $103M. The largest seller was Jones Financial Companies, cutting an estimated $103M.

  • 933 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $11.1B of iShares Russell Mid-Cap Value ETF stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 83 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2025 and 52 closed out, a net change of +31 holders.
  • The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $103M added.
  • The largest iShares Russell Mid-Cap Value ETF seller in Q3 2025 was Jones Financial Companies, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2025.