IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

913 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, 251 increasing their positions, 347 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
-$652K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.26B
2
American Century Companies
American Century Companies
Missouri
$78.1M
3
PLFA
Pacific Life Fund Advisors
California
$50.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$22.1M
5
BA
Bellwether Advisors
Nebraska
$16.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$472M
2
ACA
Anchor Capital Advisors
Massachusetts
$16.4M
3
SW
SVB Wealth
Massachusetts
$0
4
Wells Fargo
Wells Fargo
California
$477M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
501
Sterling Investment Counsel
New York
$412K +$32.9K +261 +9%
WP
502
Westmount Partners
California
$410K +$126 +1 +0%
BAM
503
Berkshire Asset Management
Pennsylvania
$408K +$16K +127 +4%
AIM
504
Allen Investment Management
New York
$407K – – –
EPM
505
Elm Partners Management
Pennsylvania
$407K +$85.9K +682 +27%
SWP
506
Sagespring Wealth Partners
Tennessee
$402K -$37.7K -299 -9%
MMA
507
Miracle Mile Advisors
California
$402K +$84.8K +673 +27%
DI
508
DAGCO Inc
Ohio
$402K +$126 +1 +0%
CFG
509
Clayton Financial Group
Missouri
$401K +$10.6K +84 +3%
HW
510
Hancock Whitney
Mississippi
$399K -$12.3K -98 -3%
MCWS
511
McKinley Carter Wealth Services
West Virginia
$398K -$6.8K -54 -2%
IWA
512
Icon Wealth Advisors
Texas
$398K -$4.66K -37 -1%
CIA
513
Capital Investment Advisors
Georgia
$397K +$126 +1 +0%
AF
514
Allworth Financial
California
$396K +$366 +3 +0.1%
TC
515
Trilogy Capital
California
$395K +$252 +2 +0.1%
WP
516
WealthPLAN Partners
Nebraska
$391K +$31.9K +253 +9%
FTUS
517
Flow Traders U.S.
New York
$391K +$391K +3,101 New
RIM
518
Rockbridge Investment Management
New York
$391K -$193K -1,530 -33%
HAS
519
Holland Advisory Services
Florida
$389K -$3.28K -26 -0.8%
CWM
520
Cranbrook Wealth Management
Michigan
$389K -$23.8K -189 -6%
TWM
521
Topsail Wealth Management
North Carolina
$388K +$128K +1,014 +49%
GJIA
522
Glass Jacobson Investment Advisors
Maryland
$388K – – –
PCS
523
Private Client Services
Kentucky
$386K +$630 +5 +0.2%
NEWAS
524
N.E.W. Advisory Services
Wisconsin
$381K – – –
FA
525
Flagstar Advisors
New York
$379K -$10.5K -83 -3%
19 20
21
22 23