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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
BA
551
Bridgewater Advisors
New York
$351K +$371K +2,853 New
KCM
552
Kanawha Capital Management
Virginia
$348K -$102K -780 -22%
LI
553
Leeward Investments
Massachusetts
$347K
MIC
554
Means Investment Company
Maine
$347K +$651 +5 +0.2%
PWM
555
Perigon Wealth Management
California
$347K -$76.6K -588 -18%
SDJVC
556
St. Denis J. Villere & Co
Louisiana
$344K
AHC
557
Anderson Hoagland & Co
Missouri
$343K
PCA
558
Prosperity Capital Advisors
Ohio
$341K -$1.47M -11,258 -81%
BFA
559
Beacon Financial Advisory
Ohio
$340K +$4.56K +35 +1%
DRP
560
Decker Retirement Planning
Utah
$340K +$67.7K +520 +24%
FFC
561
First Financial Corp
Indiana
$338K
T
562
Transce3nd
Texas
$337K +$57.3K +440 +20%
TA
563
TFG Advisers
Michigan
$337K +$781 +6 +0.2%
VFPW
564
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K -$385K -2,960 -53%
NB
565
Nicolet Bankshares
Wisconsin
$333K
NAM
566
NTV Asset Management
West Virginia
$331K
BCM
567
BTC Capital Management
Iowa
$330K
NF
568
Nvest Financial
New Hampshire
$329K +$3.38K +26 +1%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$329K +$155K +1,192 +84%
MOS
570
MGO One Seven
Ohio
$327K +$521 +4 +0.2%
IA
571
IFG Advisory
Georgia
$326K -$2.73K -21 -0.8%
APW
572
Acima Private Wealth
Virginia
$326K
SWA
573
Stratos Wealth Advisors
Ohio
$325K -$218K -1,678 -39%
BIG
574
Builder Investment Group
Georgia
$324K
DIA
575
Dana Investment Advisors
Wisconsin
$324K -$102K -786 -23%

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.