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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
PFM
426
Phillips Financial Management
Indiana
$603K -$8.98K -69 -1%
AWMNH
427
Arcadia Wealth Management (New Hampshire)
New Hampshire
$603K +$2.87K +22 +0.5%
SSB
428
Sandy Spring Bank
Maryland
$601K -$9.77K -75 -2%
MW
429
Marcum Wealth
Ohio
$601K -$4.43K -34 -0.7%
IC
430
IEQ Capital
California
$591K -$134K -1,031 -18%
VA
431
Valmark Advisers
Ohio
$584K +$10.2K +78 +2%
SHWM
432
Smith & Howard Wealth Management
Georgia
$582K
SWA
433
Sax Wealth Advisors
New Jersey
$576K +$172K +1,321 +41%
RIS
434
Retirement Income Solutions
Michigan
$573K -$54.2K -416 -8%
BSTWA
435
Blake Schutter Theil Wealth Advisors
Ohio
$571K
HCMT
436
Highland Capital Management (Tennessee)
Tennessee
$570K -$51.7K -397 -8%
EFS
437
Essex Financial Services
Connecticut
$568K +$13.5K +104 +2%
RSWM
438
Robertson Stephens Wealth Management
California
$566K +$781 +6 +0.1%
DC
439
Davenport & Co
Virginia
$565K +$2.21K +17 +0.4%
MTIC
440
Missouri Trust & Investment Company
Missouri
$564K
SAW
441
Signal Advisors Wealth
Michigan
$564K +$37.9K +291 +7%
WT
442
Washington Trust
Rhode Island
$563K
MCM
443
Manchester Capital Management
Vermont
$551K
CFG
444
Cornerstone Financial Group
Nebraska
$550K +$911 +7 +0.2%
RTL
445
Red Tortoise LLC
Georgia
$547K
B
446
Bensler
Washington
$546K +$130 +1 +0%
FLPIM
447
F.L. Putnam Investment Management
Massachusetts
$544K -$6.12K -47 -1%
BFA
448
Bragg Financial Advisors
North Carolina
$534K -$36.2K -278 -6%
AT
449
American Trust
Kentucky
$532K -$856K -6,575 -61%
GWA
450
Geometric Wealth Advisors
District of Columbia
$532K

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.