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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
LFA
501
LGT Financial Advisors
Texas
$423K +$1.56K +12 +0.4%
PA
502
PFG Advisors
Arizona
$422K
PA
503
Pinnacle Associates
New York
$416K +$37.1K +285 +9%
CBA
504
Coastal Bridge Advisors
Connecticut
$416K +$430K +3,302 New
MFGP
505
Marshall Financial Group (Pennsylvania)
Pennsylvania
$414K +$1.3K +10 +0.3%
SIC
506
Sterling Investment Counsel
New York
$412K +$34K +261 +9%
WP
507
Westmount Partners
California
$410K +$130 +1 +0%
BAM
508
Berkshire Asset Management
Pennsylvania
$408K +$16.5K +127 +4%
AIM
509
Allen Investment Management
New York
$407K
EPM
510
Elm Partners Management
Pennsylvania
$407K +$88.8K +682 +27%
SWP
511
Sagespring Wealth Partners
Tennessee
$402K -$38.9K -299 -9%
MMA
512
Miracle Mile Advisors
California
$402K +$87.6K +673 +27%
DI
513
DAGCO Inc
Ohio
$402K +$130 +1 +0%
CFG
514
Clayton Financial Group
Missouri
$401K +$10.9K +84 +3%
HW
515
Hancock Whitney
Mississippi
$399K -$12.8K -98 -3%
MCWS
516
McKinley Carter Wealth Services
West Virginia
$398K -$7.03K -54 -2%
IWA
517
Icon Wealth Advisors
Texas
$398K -$4.82K -37 -1%
CIA
518
Capital Investment Advisors
Georgia
$397K +$130 +1 +0%
AF
519
Allworth Financial
California
$396K +$391 +3 +0.1%
TC
520
Trilogy Capital
California
$395K +$260 +2 +0.1%
WP
521
WealthPLAN Partners
Nebraska
$391K +$32.9K +253 +9%
FTUS
522
Flow Traders U.S.
New York
$391K +$404K +3,101 New
RIM
523
Rockbridge Investment Management
New York
$391K -$199K -1,530 -33%
HAS
524
Holland Advisory Services
Florida
$389K -$3.38K -26 -0.8%
CWM
525
Cranbrook Wealth Management
Michigan
$389K -$24.6K -189 -6%

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.