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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
PLFA
26
Pacific Life Fund Advisors
California
$86.6M -$1.37M -10,028 -2%
Raymond James Financial
27
Raymond James Financial
Florida
$81.1M +$5.96M +43,619 +8%
HWA
28
Heritage Wealth Advisors
Virginia
$73.3M +$1.25M +9,143 +2%
MCC
29
Money Concepts Capital
Florida
$61.1M +$978K +7,154 +2%
Truist Financial
30
Truist Financial
North Carolina
$60.1M -$500K -3,655 -0.8%
EH
31
Equitable Holdings
New York
$57M -$5.19M -37,957 -9%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$56.2M +$9.2M +67,278 +20%
AWM
33
AE Wealth Management
Kansas
$51.3M +$211K +1,541 +0.4%
Lido Advisors
34
Lido Advisors
California
$46.7M -$1.24M -9,066 -3%
ANTB
35
AMG National Trust Bank
Colorado
$46.2M -$961K -7,027 -2%
Mariner
36
Mariner
Kansas
$41.3M +$1.67M +12,232 +4%
SW
37
SVB Wealth
Massachusetts
$40.6M +$1.65M +12,077 +4%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$39.5M +$1.13M +8,278 +3%
CPIG
39
Chicago Partners Investment Group
Illinois
$37M -$249K -1,819 -0.7%
OCM
40
One Capital Management
California
$36M +$282K +2,065 +0.8%
CMA
41
Cedar Mountain Advisors
Oregon
$35.2M -$664K -4,859 -2%
GI
42
GLOBALT Investments
Georgia
$33.3M -$514K -3,764 -2%
Osaic Holdings
43
Osaic Holdings
Arizona
$33.1M +$827K +6,049 +3%
LL
44
LPWM LLC
Minnesota
$31.5M +$498K +3,640 +2%
HighTower Advisors
45
HighTower Advisors
Illinois
$30.1M -$284K -2,079 -1%
ACA
46
Anchor Capital Advisors
Massachusetts
$29.9M +$2.77M +20,298 +10%
WFAG
47
Wescott Financial Advisory Group
Pennsylvania
$29.4M -$556K -4,067 -2%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$28M -$916K -6,702 -3%
KeyBank National Association
49
KeyBank National Association
Ohio
$27.9M -$235K -1,720 -0.9%
MGIA
50
Moneta Group Investment Advisors
Missouri
$25.1M -$143K -1,045 -0.6%

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.