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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
CIA
476
Choate Investment Advisors
Massachusetts
$468K
AWM
477
Atticus Wealth Management
Florida
$466K -$8.46K -65 -2%
EAM
478
Evanson Asset Management
California
$466K +$130 +1 +0%
PFBT
479
Parkside Financial Bank & Trust
Missouri
$465K -$651 -5 -0.1%
National Bank of Canada
480
National Bank of Canada
Quebec, Canada
$464K -$69.7K -535 -13%
FA
481
Financial Alternatives
California
$461K
QC
482
Quadrature Capital
United Kingdom
$461K -$2.77M -21,307 -85%
FF
483
Friday Financial
Iowa
$454K -$57K -438 -11%
DFG
484
Dynamic Financial Group
Iowa
$451K -$1.43K -11 -0.3%
SB
485
Simmons Bank
Arkansas
$450K
TWP
486
Total Wealth Planning
Ohio
$449K -$15.8K -121 -3%
FWTB
487
First Western Trust Bank
Colorado
$448K -$44.9K -345 -9%
GPA
488
Guidance Point Advisors
Massachusetts
$447K +$1.69K +13 +0.4%
ZF
489
Zhang Financial
Michigan
$444K -$15.2K -117 -3%
BEAM
490
Baker Ellis Asset Management
Washington
$443K +$2.21K +17 +0.5%
DW30
491
Drucker Wealth 3.0
New Jersey
$442K -$1.17K -9 -0.3%
PCIA
492
Prime Capital Investment Advisors
Kansas
$442K +$98.7K +758 +28%
VFA
493
Valeo Financial Advisors
Indiana
$439K -$26.4K -203 -5%
FF
494
Finley Financial
Nevada
$438K -$5.86K -45 -1%
CFG
495
Cooper Financial Group
California
$437K -$27.7K -213 -6%
LSWP
496
Liberty Square Wealth Partners
Pennsylvania
$433K
CIA
497
Compass Ion Advisors
Pennsylvania
$432K +$260 +2 +0.1%
NCM
498
NCM Capital Management
New Jersey
$428K
SCP
499
Stevens Capital Partners
Nebraska
$428K +$18.1K +139 +4%
LWM
500
LJI Wealth Management
Indiana
$424K -$52.1K -400 -11%

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.