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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
CFG
501
Cooper Financial Group
California
$476K +$410 +3 +0.1%
CIA
502
Concurrent Investment Advisors
Florida
$475K +$70.1K +513 +18%
NCM
503
NCM Capital Management
New Jersey
$475K -$3.01K -22 -0.6%
LFA
504
LGT Financial Advisors
Texas
$472K +$1.91K +14 +0.4%
DW30
505
Drucker Wealth 3.0
New Jersey
$471K -$8.47K -62 -2%
Chevy Chase Trust
506
Chevy Chase Trust
Maryland
$471K -$37.6K -275 -8%
SWP
507
Sagespring Wealth Partners
Tennessee
$462K +$17.1K +125 +4%
PWM
508
Perigon Wealth Management
California
$456K +$69K +505 +18%
BAM
509
Berkshire Asset Management
Pennsylvania
$452K +$137 +1 +0%
PA
510
Pinnacle Associates
New York
$452K
AIM
511
Allen Investment Management
New York
$451K
FLPIM
512
F.L. Putnam Investment Management
Massachusetts
$449K -$21.6K -158 -5%
CBA
513
Coastal Bridge Advisors
Connecticut
$447K
WIC
514
Woodmont Investment Counsel
Tennessee
$447K
GBT
515
Grove Bank & Trust
Florida
$447K
JWA
516
JFS Wealth Advisors
Pennsylvania
$442K +$4.78K +35 +1%
IWA
517
Icon Wealth Advisors
Texas
$442K +$273 +2 +0.1%
PPC
518
Park Place Capital
Alabama
$437K -$156K -1,144 -27%
CIA
519
Capital Investment Advisors
Georgia
$436K -$25.3K -185 -6%
HAS
520
Holland Advisory Services
Florida
$435K +$1.78K +13 +0.4%
FTWA
521
Fifth Third Wealth Advisors
Ohio
$435K -$957 -7 -0.2%
RIM
522
Rockbridge Investment Management
New York
$433K
AHC
523
Anderson Hoagland & Co
Missouri
$433K
FUBT
524
First United Bank & Trust
Maryland
$432K
LBC
525
Lowe Brockenbrough & Co
Virginia
$432K +$3.55K +26 +0.8%

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.