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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
Luther King Capital Management (LKCM)
401
Luther King Capital Management (LKCM)
Texas
$668K
RW
402
Regimen Wealth
Georgia
$664K +$2.34K +18 +0.3%
Q1WB
403
Quest 10 Wealth Builders
Virginia
$663K +$5.6K +43 +0.8%
CT
404
Colonial Trust
South Carolina
$654K -$35.4K -272 -5%
ODIJL
405
One Day In July LLC
Vermont
$651K
SAI
406
Savvy Advisors Inc
New York
$649K +$136K +1,041 +25%
AssetMark Inc
407
AssetMark Inc
California
$643K +$54K +415 +9%
Prudential Financial
408
Prudential Financial
New Jersey
$642K +$143K +1,100 +28%
RMDI
409
R.M. Davis Inc
Maine
$639K +$39.8K +306 +6%
EW
410
Evoke Wealth
California
$639K
CI
411
Cordant Inc
Oregon
$635K
AA
412
Alesco Advisors
New York
$635K
CFB
413
Cullen/Frost Bankers
Texas
$633K +$18K +138 +3%
WIA
414
World Investment Advisors
California
$632K -$33.5K -257 -5%
DT
415
Diversified Trust
Tennessee
$631K -$104K -800 -14%
PC
416
Port Capital
Illinois
$631K -$87.4K -671 -12%
WH
417
Willner & Heller
California
$628K -$13.4K -103 -2%
MFWP
418
Mosaic Family Wealth Partners
Missouri
$616K -$9.77K -75 -2%
SIA
419
Schechter Investment Advisors
Michigan
$615K
SWM
420
Spire Wealth Management
Virginia
$615K -$13K -100 -2%
LBC
421
Lowe Brockenbrough & Co
Virginia
$613K +$2.87K +22 +0.5%
BCM
422
Brookstone Capital Management
Illinois
$613K -$434K -3,334 -41%
CWM
423
Cahaba Wealth Management
Georgia
$610K +$2.08K +16 +0.3%
CNBT
424
Canandaigua National Bank & Trust
New York
$609K -$26K -200 -4%
RT
425
Rockland Trust
Massachusetts
$604K -$12.9K -99 -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.