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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
American Century Companies
26
American Century Companies
Missouri
$78.1M +$80.7M +619,916 New
HWA
27
Heritage Wealth Advisors
Virginia
$64.6M -$189K -1,448 -0.3%
EH
28
Equitable Holdings
New York
$59.2M -$165K -1,266 -0.3%
Truist Financial
29
Truist Financial
North Carolina
$54.1M -$648K -4,976 -1%
MCC
30
Money Concepts Capital
Florida
$53.3M +$5.86M +44,994 +12%
PLFA
31
Pacific Life Fund Advisors
California
$50.3M +$52M +399,226 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$44.6M +$103K +791 +0.2%
ANTB
33
AMG National Trust Bank
Colorado
$43.1M -$920K -7,063 -2%
Lido Advisors
34
Lido Advisors
California
$42.3M +$5.19M +39,851 +13%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$41.1M +$4.32M +33,189 +11%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$38.7M +$12.8M +98,018 +47%
OCM
37
One Capital Management
California
$38.2M -$2.37M -18,196 -6%
AWM
38
AE Wealth Management
Kansas
$36.9M -$1.41M -10,800 -4%
Mariner
39
Mariner
Kansas
$35.3M +$1.72M +13,209 +5%
CPIG
40
Chicago Partners Investment Group
Illinois
$33.5M +$121K +926 +0.3%
CMA
41
Cedar Mountain Advisors
Oregon
$32.1M +$287K +2,204 +0.9%
GI
42
GLOBALT Investments
Georgia
$31.4M -$821K -6,307 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$28M +$7.65M +58,787 +36%
Corient Private Wealth
44
Corient Private Wealth
Florida
$27.9M +$13.9M +106,748 +93%
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$27.3M -$1.74M -13,380 -6%
LL
46
LPWM LLC
Minnesota
$26.7M +$1.21M +9,275 +5%
KeyBank National Association
47
KeyBank National Association
Ohio
$25.5M -$66.3K -509 -0.3%
KAS
48
Kestra Advisory Services
Texas
$22.5M -$416K -3,193 -2%
Northern Trust
49
Northern Trust
Illinois
$22.4M +$5.58M +42,826 +32%
CP
50
Covenant Partners
Tennessee
$22.2M -$403K -3,098 -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.