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 %
SDJVC
551
St. Denis J. Villere & Co
Louisiana
$344K – – –
AHC
552
Anderson Hoagland & Co
Missouri
$343K – – –
PCA
553
Prosperity Capital Advisors
Ohio
$341K -$1.42M -11,258 -81%
BFA
554
Beacon Financial Advisory
Ohio
$340K +$4.41K +35 +1%
DRP
555
Decker Retirement Planning
Utah
$340K +$65.5K +520 +24%
FFC
556
First Financial Corp
Indiana
$338K – – –
T
557
Transce3nd
Texas
$337K +$55.4K +440 +20%
TA
558
TFG Advisers
Michigan
$337K +$756 +6 +0.2%
VFPW
559
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K -$373K -2,960 -53%
NB
560
Nicolet Bankshares
Wisconsin
$333K – – –
NAM
561
NTV Asset Management
West Virginia
$331K – – –
BCM
562
BTC Capital Management
Iowa
$330K – – –
NF
563
Nvest Financial
New Hampshire
$329K +$3.28K +26 +1%
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$329K +$150K +1,192 +84%
MOS
565
MGO One Seven
Ohio
$327K +$504 +4 +0.2%
IA
566
IFG Advisory
Georgia
$326K -$2.65K -21 -0.8%
APW
567
Acima Private Wealth
Virginia
$326K – – –
SWA
568
Stratos Wealth Advisors
Ohio
$325K -$211K -1,678 -39%
BIG
569
Builder Investment Group
Georgia
$324K – – –
DIA
570
Dana Investment Advisors
Wisconsin
$324K -$99K -786 -23%
ONB
571
Old National Bancorp
Indiana
$324K +$324K +2,570 New
BWM
572
BCGM Wealth Management
Indiana
$323K -$1.39K -11 -0.4%
FTWA
573
Fifth Third Wealth Advisors
Ohio
$323K +$69.3K +550 +27%
LAS
574
Lloyd Advisory Services
Georgia
$321K +$2.14K +17 +0.7%
WS
575
Wedbush Securities
California
$321K -$14K -111 -4%
21 22
23
24 25