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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
PB
451
Pinnacle Bancorp
Nebraska
$531K -$4.95K -38 -0.9%
BI
452
Berkeley Inc
Idaho
$530K -$67.8K -521 -11%
PCA
453
Pallas Capital Advisors
Massachusetts
$524K
QCM
454
QRG Capital Management
Illinois
$524K +$212K +1,628 +64%
SFS
455
Sowell Financial Services
Arkansas
$523K -$5.68M -43,593 -91%
CCAL
456
City Center Advisors LLC
Michigan
$523K -$24.7K -190 -4%
MC
457
Mathes Company
New York
$522K -$130K -1,000 -19%
E3F
458
Eight 31 Financial
Texas
$517K
GFL
459
Granite FO LLC
New Hampshire
$509K
PI
460
PFG Investments
New York
$505K -$1.95K -15 -0.4%
SA
461
Skyline Advisors
Washington
$501K +$1.43K +11 +0.3%
JWM
462
JP Wealth Management
South Carolina
$499K
GAA
463
Guardian Asset Advisors
Pennsylvania
$499K +$4.56K +35 +0.9%
AAS
464
Annex Advisory Services
Wisconsin
$488K -$13.2K -101 -3%
FUBT
465
First United Bank & Trust
Maryland
$483K -$9.77K -75 -2%
FNBOO
466
First National Bank of Omaha
Nebraska
$482K
SAM
467
Silvercrest Asset Management
New York
$482K
WWM
468
Western Wealth Management
Colorado
$479K +$45.4K +349 +10%
1SB
469
1ST Source Bank
Indiana
$479K
GGA
470
Granite Group Advisors
Connecticut
$479K
Chevy Chase Trust
471
Chevy Chase Trust
Maryland
$475K -$67.4K -518 -12%
QCM
472
Quantinno Capital Management
New York
$474K +$490K +3,763 New
EA
473
Enclave Advisors
Texas
$474K
FMN
474
Financial Management Network
California
$471K -$11.3K -87 -2%
WIC
475
Woodmont Investment Counsel
Tennessee
$470K

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.