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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
+$92.1M
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
-$57.3M
2
ACA
Anchor Capital Advisors
Massachusetts
-$46.4M
3
SW
SVB Wealth
Massachusetts
-$38.6M
4
Wells Fargo
Wells Fargo
California
-$35.2M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
426
IEQ Capital
California
$591K -$130K -1,031 -18%
VA
427
Valmark Advisers
Ohio
$584K +$9.83K +78 +2%
SHWM
428
Smith & Howard Wealth Management
Georgia
$582K – – –
SWA
429
Sax Wealth Advisors
New Jersey
$576K +$166K +1,321 +41%
RIS
430
Retirement Income Solutions
Michigan
$573K -$52.4K -416 -8%
BSTWA
431
Blake Schutter Theil Wealth Advisors
Ohio
$571K – – –
HCMT
432
Highland Capital Management (Tennessee)
Tennessee
$570K -$50K -397 -8%
EFS
433
Essex Financial Services
Connecticut
$568K +$13.1K +104 +2%
RSWM
434
Robertson Stephens Wealth Management
California
$566K +$756 +6 +0.1%
DC
435
Davenport & Co
Virginia
$565K +$2.14K +17 +0.4%
MTIC
436
Missouri Trust & Investment Company
Missouri
$564K – – –
SAW
437
Signal Advisors Wealth
Michigan
$564K +$36.7K +291 +7%
WT
438
Washington Trust
Rhode Island
$563K – – –
MCM
439
Manchester Capital Management
Vermont
$551K – – –
CFG
440
Cornerstone Financial Group
Nebraska
$550K +$904 +7 +0.2%
RTL
441
Red Tortoise LLC
Georgia
$547K – – –
B
442
Bensler
Washington
$546K +$126 +1 +0%
FLPIM
443
F.L. Putnam Investment Management
Massachusetts
$544K -$5.92K -47 -1%
BFA
444
Bragg Financial Advisors
North Carolina
$534K -$35K -278 -6%
AT
445
American Trust
Kentucky
$532K -$828K -6,575 -61%
GWA
446
Geometric Wealth Advisors
District of Columbia
$532K – – –
PB
447
Pinnacle Bancorp
Nebraska
$531K -$4.79K -38 -0.9%
BI
448
Berkeley Inc
Idaho
$530K -$65.6K -521 -11%
PCA
449
Pallas Capital Advisors
Massachusetts
$524K – – –
QCM
450
QRG Capital Management
Illinois
$524K +$205K +1,628 +64%
16 17
18
19 20