We are live on ! Find out more
IWS icon

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
LKWM
626
Lee-Kelleher Wealth Management
Maryland
$269K
HT
627
Headlands Technologies
Illinois
$268K -$7.55K -58 -3%
NFA
628
Northwest Financial Advisors
Virginia
$267K -$1.82K -14 -0.7%
CG
629
Caprock Group
Idaho
$266K +$275K +2,114 New
CAG
630
Crestwood Advisors Group
Massachusetts
$265K
ATC
631
Argent Trust Co
Tennessee
$265K
PFM
632
Peak Financial Management
Massachusetts
$265K
NL
633
NWAM LLC
Washington
$264K -$20.8K -160 -7%
GS
634
GTS Securities
New York
$263K +$272K +2,091 New
DFG
635
Delta Financial Group
New Jersey
$261K +$521 +4 +0.2%
LFS
636
Legacy Financial Strategies
Kansas
$261K
USB
637
Union Savings Bank
Connecticut
$259K
SW
638
SkyOak Wealth
Michigan
$259K -$651 -5 -0.2%
RA
639
Ruggaard & Associates
Ohio
$259K
AWG
640
Altus Wealth Group
Colorado
$258K -$19.4K -149 -7%
D
641
Dentgroup
Louisiana
$257K -$260 -2 -0.1%
MWM
642
Modern Wealth Management
Kansas
$256K -$651 -5 -0.2%
RWMH
643
Riverpoint Wealth Management Holdings
Illinois
$256K
MCA
644
Maryland Capital Advisors
Maryland
$255K
RIA
645
Regal Investment Advisors
Michigan
$255K -$24.3K -187 -8%
RBFC
646
Roman Butler Fullerton & Co
Missouri
$255K +$391 +3 +0.1%
DWT
647
Dorsey & Whitney Trust
South Dakota
$253K -$88.2K -677 -25%
WP
648
WealthShield Partners
North Carolina
$252K
MAM
649
Marotta Asset Management
Virginia
$252K +$37.1K +285 +18%
A
650
Argentarii
Ohio
$251K +$260K +1,996 New

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.