IWS icon

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.

New
Increased
Maintained
Reduced
Closed
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
Jones Financial Companies
Jones Financial Companies
Missouri
$1.26B
2
American Century Companies
American Century Companies
Missouri
$78.1M
3
PLFA
Pacific Life Fund Advisors
California
$50.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$22.1M
5
BA
Bellwether Advisors
Nebraska
$16.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$472M
2
ACA
Anchor Capital Advisors
Massachusetts
$16.4M
3
SW
SVB Wealth
Massachusetts
$0
4
Wells Fargo
Wells Fargo
California
$477M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHJWM
376
Carlton Hofferkamp & Jenks Wealth Management
Texas
$747K +$76.2K +650 +11%
HCA
377
Harbour Capital Advisors
Virginia
$744K – – –
PA
378
Parallel Advisors
California
$738K +$403K +3,200 +120%
SIA
379
Stegner Investment Associates
Kentucky
$738K -$15K -119 -2%
NP
380
NorthRock Partners
Minnesota
$736K -$278K -2,210 -27%
HIP
381
HUB Investment Partners
Texas
$733K -$12.4M -98,725 -94%
CGA
382
Crescent Grove Advisors
Illinois
$732K – – –
JFG
383
Jefferies Financial Group
New York
$722K – – –
SG
384
StoneX Group
New York
$719K -$21K -167 -3%
BB
385
Busey Bank
Illinois
$716K -$122K -972 -15%
GFP
386
Gryphon Financial Partners
Ohio
$715K +$11.7K +93 +2%
TRCT
387
Tower Research Capital (TRC)
New York
$715K +$700K +5,553 +4,589%
RBC
388
Romano Brothers & Co
Illinois
$714K -$6.3K -50 -0.9%
BA
389
Ballew Advisors
Mississippi
$710K -$6.33K -54 -0.9%
SFPG
390
Stonebridge Financial Planning Group
Florida
$704K +$3.15K +25 +0.4%
IWM
391
IHT Wealth Management
Illinois
$703K -$56.3K -447 -7%
PIA
392
Perennial Investment Advisors
California
$695K +$19.4K +154 +3%
FCH
393
Freestone Capital Holdings
Washington
$686K +$17.9K +142 +3%
DWA
394
Dougherty Wealth Advisers
Minnesota
$682K +$97.8K +776 +17%
MMG
395
Monetary Management Group
Missouri
$674K +$75.6K +600 +13%
CGPCS
396
Capital Group Private Client Services
California
$670K +$1.13K +9 +0.2%
Luther King Capital Management (LKCM)
397
Luther King Capital Management (LKCM)
Texas
$668K -$694K – –
RW
398
Regimen Wealth
Georgia
$664K +$2.27K +18 +0.3%
Q1WB
399
Quest 10 Wealth Builders
Virginia
$663K +$5.42K +43 +0.8%
CT
400
Colonial Trust
South Carolina
$654K -$34.3K -272 -5%
14 15
16
17 18