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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
KOC
326
Koss-Olinger Consulting
Florida
$1.06M +$1.09M +8,382 New
GT
327
Greenleaf Trust
Michigan
$1.05M -$146K -1,118 -12%
AFG
328
Allegheny Financial Group
Pennsylvania
$1.02M -$87.2K -670 -8%
BAM
329
Belpointe Asset Management
Nevada
$1.02M +$725K +5,565 +219%
FCA
330
Fortis Capital Advisors
Kansas
$1.02M +$1.06M +8,111 New
CTC
331
Central Trust Company
Missouri
$1.02M -$24.5K -188 -2%
WIM
332
Warwick Investment Management
Texas
$1.02M
AQR Capital Management
333
AQR Capital Management
Connecticut
$1.02M +$165K +1,267 +19%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$1M +$56.6K +435 +6%
SFWC
335
Strategic Family Wealth Counselors
New Jersey
$989K
AAS
336
Ameritas Advisory Services
Nebraska
$987K -$519K -3,987 -34%
GT
337
Glenview Trust
Kentucky
$980K -$23.7K -182 -2%
IA
338
IFP Advisors
Florida
$969K +$57.3K +440 +6%
SFA
339
Sequoia Financial Advisors
Ohio
$966K +$29.3K +225 +3%
CB
340
Cadence Bank
Mississippi
$963K -$6.12K -47 -0.6%
SI
341
Saxon Interests
Texas
$949K -$12.5K -96 -1%
BWFA
342
Baltimore-Washington Financial Advisors
Maryland
$944K +$7.55K +58 +0.8%
IA
343
Integrity Alliance
Iowa
$938K +$970K +7,449 New
CWM
344
Cornerstone Wealth Management
Missouri
$938K -$260 -2 -0%
WI
345
Wedgewood Investors
Pennsylvania
$925K
PMG
346
Private Management Group
California
$923K -$4.3K -33 -0.4%
SVWAG
347
Sound View Wealth Advisors Group
Georgia
$914K
MA
348
Mutual Advisors
Nebraska
$905K +$6.64K +51 +0.7%
PA
349
Prossimo Advisors
California
$904K -$27.3K -210 -3%
FOA
350
Five Oceans Advisors
California
$902K -$12.1K -93 -1%

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.