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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
CCB
301
Country Club Bank
Missouri
$1.22M +$171K +1,316 +16%
SFB
302
STAR Financial Bank
Indiana
$1.21M -$274K -2,102 -18%
EK
303
Evensky & Katz
Florida
$1.2M -$911 -7 -0.1%
NPT
304
National Philanthropic Trust
Pennsylvania
$1.19M
BFS
305
Bradley Foster & Sargent
Connecticut
$1.18M
MWM
306
Meridian Wealth Management
Kentucky
$1.17M +$20.6K +158 +2%
Citadel Advisors
307
Citadel Advisors
Florida
$1.17M -$305K -2,345 -20%
RFWA
308
RPg Family Wealth Advisory
Massachusetts
$1.14M +$1.17M +9,018 New
TCA
309
Transcend Capital Advisors
New Jersey
$1.14M +$19.9K +153 +2%
Boston Partners
310
Boston Partners
Massachusetts
$1.13M -$584K -4,485 -33%
SCG
311
Sonata Capital Group
Washington
$1.12M -$41.7K -320 -3%
GIA
312
Gladstone Institutional Advisory
Florida
$1.12M -$18.1K -139 -2%
PCH
313
PGIM Custom Harvest
New Jersey
$1.12M -$20.8K -160 -2%
PCM
314
Pointe Capital Management
Michigan
$1.12M +$90.6K +696 +9%
FNT
315
First National Trust
Pennsylvania
$1.1M
WSFS
316
Wilmington Savings Fund Society
Delaware
$1.1M
TI
317
Truepoint Inc
Ohio
$1.09M -$8.2K -63 -0.7%
TPI
318
Trust Point Inc
Wisconsin
$1.08M
PTC
319
Private Trust Company
Ohio
$1.08M -$62.6K -481 -5%
CAM
320
Cozad Asset Management
Illinois
$1.07M -$13.4K -103 -1%
LGG
321
Luts & Greenleigh Group
Maryland
$1.07M -$10.8K -83 -1%
UCFA
322
United Capital Financial Advisors
Texas
$1.06M -$52.7K -405 -5%
SCM
323
SOL Capital Management
Maryland
$1.06M
CAL
324
Capital Analysts LLC
Pennsylvania
$1.06M +$21.6K +166 +2%
VCM
325
Viewpoint Capital Management
Washington
$1.06M -$58.6K -450 -5%

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.