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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
+$92.1M
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
-$57.3M
2
ACA
Anchor Capital Advisors
Massachusetts
-$46.4M
3
SW
SVB Wealth
Massachusetts
-$38.6M
4
Wells Fargo
Wells Fargo
California
-$35.2M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
526
Cynosure Group
Utah
$378K – – –
SCM
527
SCS Capital Management
Massachusetts
$378K +$378K +3,001 New
FB
528
First Bancorp
Maine
$378K – – –
PAI
529
Pittenger & Anderson Inc
Nebraska
$378K – – –
RCM
530
Richardson Capital Management
Wisconsin
$377K +$2.9K +23 +0.8%
FCM
531
Firestone Capital Management
Florida
$373K – – –
JWA
532
JFS Wealth Advisors
Pennsylvania
$370K – – –
PIFP
533
Partners in Financial Planning
Virginia
$367K – – –
FAIM
534
Financial Advocates Investment Management
Washington
$366K -$29.6K -235 -7%
HI
535
Harbour Investments
Wisconsin
$366K -$36K -286 -9%
CA
536
Continuum Advisory
Idaho
$364K +$4.41K +35 +1%
PIA
537
Pinion Investment Advisors
Kansas
$362K -$17.6K -140 -5%
Tudor Investment Corp
538
Tudor Investment Corp
Connecticut
$361K +$361K +2,868 New
Neuberger Berman Group
539
Neuberger Berman Group
New York
$360K +$5.54K +44 +2%
AC
540
Apella Capital
Connecticut
$355K +$1.19K +10 +0.3%
DTC
541
Davidson Trust Company
Washington
$354K -$3.65K -29 -1%
CFP
542
Cascade Financial Partners
California
$353K -$45.3K -360 -11%
BCG
543
Breakwater Capital Group
New Jersey
$353K – – –
GBT
544
Grove Bank & Trust
Florida
$352K -$126 -1 -0%
CTWM
545
Cherry Tree Wealth Management
Minnesota
$352K +$4.66K +37 +1%
BA
546
Bridgewater Advisors
New York
$351K +$351K +2,853 New
KCM
547
Kanawha Capital Management
Virginia
$348K -$98.3K -780 -22%
LI
548
Leeward Investments
Massachusetts
$347K – – –
MIC
549
Means Investment Company
Maine
$347K +$630 +5 +0.2%
PWM
550
Perigon Wealth Management
California
$347K -$74.1K -588 -18%
20 21
22
23 24