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iShares Russell Mid-Cap Value ETF

933 hedge funds and large institutions have $11.1B invested in iShares Russell Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 282 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

5% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$542M)

4.01% more ownership

Funds ownership: 74.61%78.62% (+4%)

2% more funds holding

Funds holding: 919933 (+14)

8% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 308

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

Holders
933
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
12.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.38%
New
83
Increased
282
Reduced
308
Closed
52
Calls
$2.4M
Puts
Net Calls
+$2.4M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
FF
426
Friday Financial
Iowa
$632K +$132K +964 +27%
RSWM
427
Robertson Stephens Wealth Management
California
$629K +$820 +6 +0.1%
PFM
428
Phillips Financial Management
Indiana
$628K
MMA
429
Miracle Mile Advisors
California
$624K +$33.5K +245 +6%
EFS
430
Essex Financial Services
Connecticut
$624K -$6.97K -51 -1%
CTC
431
Central Trust Company
Missouri
$623K -$525K -3,841 -46%
MTIC
432
Missouri Trust & Investment Company
Missouri
$622K -$3.42K -25 -0.6%
CCAL
433
City Center Advisors LLC
Michigan
$618K +$27.1K +198 +5%
MCM
434
Manchester Capital Management
Vermont
$611K
TGAM
435
TBH Global Asset Management
Tennessee
$609K +$596K +4,357 New
PA
436
PFG Advisors
Arizona
$609K +$596K +4,357 New
Boston Partners
437
Boston Partners
Massachusetts
$607K -$109K -796 -15%
RTL
438
Red Tortoise LLC
Georgia
$606K
WT
439
Washington Trust
Rhode Island
$603K
BFA
440
Bragg Financial Advisors
North Carolina
$603K
B
441
Bensler
Washington
$602K -$3.28K -24 -0.6%
CFG
442
Cornerstone Financial Group
Nebraska
$597K +$1.09K +8 +0.2%
AAS
443
Annex Advisory Services
Wisconsin
$593K -$89.8K -657 -13%
PI
444
PFG Investments
New York
$591K +$1.23K +9 +0.2%
GWA
445
Geometric Wealth Advisors
District of Columbia
$590K
IC
446
IEQ Capital
California
$589K -$35K -256 -6%
FMN
447
Financial Management Network
California
$586K -$7.66K -56 -1%
PB
448
Pinnacle Bancorp
Nebraska
$586K -$1.5K -11 -0.3%
BB
449
Busey Bank
Illinois
$584K
DT
450
Diversified Trust
Tennessee
$574K -$123K -901 -18%

IWS Hedge Fund Activity: Q3 2025 in Review

933 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2025, worth a combined $11.1B — up 5.1% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWS positions and 52 closed out — a net gain of 31 holders — while 282 added to existing stakes and 308 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $103M. The largest seller was Jones Financial Companies, cutting an estimated $103M.

  • 933 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $11.1B of iShares Russell Mid-Cap Value ETF stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 83 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2025 and 52 closed out, a net change of +31 holders.
  • The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $103M added.
  • The largest iShares Russell Mid-Cap Value ETF seller in Q3 2025 was Jones Financial Companies, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2025.