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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
TWM
526
Topsail Wealth Management
North Carolina
$388K +$132K +1,014 +49%
GJIA
527
Glass Jacobson Investment Advisors
Maryland
$388K
PCS
528
Private Client Services
Kentucky
$386K +$651 +5 +0.2%
NEWAS
529
N.E.W. Advisory Services
Wisconsin
$381K
FA
530
Flagstar Advisors
New York
$379K -$10.8K -83 -3%
CG
531
Cynosure Group
Utah
$378K
SCM
532
SCS Capital Management
Massachusetts
$378K +$391K +3,001 New
FB
533
First Bancorp
Maine
$378K
PAI
534
Pittenger & Anderson Inc
Nebraska
$378K
RCM
535
Richardson Capital Management
Wisconsin
$377K +$3K +23 +0.8%
FCM
536
Firestone Capital Management
Florida
$373K
JWA
537
JFS Wealth Advisors
Pennsylvania
$370K
PIFP
538
Partners in Financial Planning
Virginia
$367K
FAIM
539
Financial Advocates Investment Management
Washington
$366K -$30.6K -235 -7%
HI
540
Harbour Investments
Wisconsin
$366K -$37.2K -286 -9%
CA
541
Continuum Advisory
Idaho
$364K +$4.56K +35 +1%
PIA
542
Pinion Investment Advisors
Kansas
$362K -$18.2K -140 -5%
Tudor Investment Corp
543
Tudor Investment Corp
Connecticut
$361K +$373K +2,868 New
Neuberger Berman Group
544
Neuberger Berman Group
New York
$360K +$5.73K +44 +2%
AC
545
Apella Capital
Connecticut
$355K +$1.3K +10 +0.3%
DTC
546
Davidson Trust Company
Washington
$354K -$3.78K -29 -1%
CFP
547
Cascade Financial Partners
California
$353K -$46.9K -360 -11%
BCG
548
Breakwater Capital Group
New Jersey
$353K
GBT
549
Grove Bank & Trust
Florida
$352K -$130 -1 -0%
CTWM
550
Cherry Tree Wealth Management
Minnesota
$352K +$4.82K +37 +1%

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.