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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
PFG
601
Pacific Financial Group
Washington
$325K
CG
602
Caprock Group
Idaho
$324K +$319K +2,335 New
PIMG
603
Patriot Investment Management Group
Tennessee
$323K
NB
604
NBT Bank
New York
$322K
PP
605
Postrock Partners
Oregon
$322K
FVWA
606
Foster Victor Wealth Advisors
South Carolina
$321K +$312K +2,280 New
KL
607
KilterHowling LLC
Colorado
$321K +$1.23K +9 +0.4%
MIC
608
Means Investment Company
Maine
$321K -$18.7K -137 -6%
Fisher Asset Management
609
Fisher Asset Management
Washington
$320K +$313K +2,289 New
TF
610
Theory Financial
Colorado
$320K
PD
611
Planning Directions
Pennsylvania
$319K +$64.4K +471 +26%
PCA
612
Providence Capital Advisors
North Carolina
$319K
BWM
613
BCGM Wealth Management
Indiana
$318K +$1.09K +8 +0.4%
RFN
614
RDA Financial Network
Iowa
$316K
LWCFA
615
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$316K
CFG
616
Citizens Financial Group
Rhode Island
$316K -$21.7K -159 -7%
NCM
617
Next Capital Management
New York
$314K +$29.5K +216 +11%
TC
618
TownSquare Capital
Utah
$309K -$3.83K -28 -1%
QCM
619
QRG Capital Management
Illinois
$308K -$33.9K -248 -10%
AA
620
Aire Advisors
California
$305K +$273 +2 +0.1%
ATC
621
Argent Trust Co
Tennessee
$305K
ESB
622
Essex Savings Bank
Connecticut
$303K
LKWM
623
Lee-Kelleher Wealth Management
Maryland
$298K
HI
624
Harbour Investments
Wisconsin
$298K -$3.14K -23 -1%
CAG
625
Crestwood Advisors Group
Massachusetts
$294K

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.