IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

905 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 280 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
-8
Holders Change %
-0.88%
% of All Funds
12.13%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.39%
New
63
Increased
280
Reduced
321
Closed
54
Calls
$1.89M
Puts
–
Net Calls
+$1.89M
Net Calls Change
+$731K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$98.4M
2
SW
SVB Wealth
Massachusetts
+$36.8M
3
PLFA
Pacific Life Fund Advisors
California
+$30.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$26.2M
5
Morgan Stanley
Morgan Stanley
New York
+$21.4M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$274M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$155M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$99.8M
4
American Century Companies
American Century Companies
Missouri
-$78.1M
5
ZBNA
Zions Bancorporation, National Association
Utah
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
676
Dynamic Advisor Solutions
Arizona
$221K -$2.91K -22 -1%
UIM
677
Unified Investment Management
Georgia
$220K – – –
Fiera Capital (Canada)
678
Fiera Capital (Canada)
Quebec, Canada
$220K – – –
FWMM
679
Foundation Wealth Management (Missouri)
Missouri
$219K – – –
PWMAG
680
Pinnacle Wealth Management Advisory Group
New Jersey
$219K -$9.12K -69 -4%
NEPWA
681
New England Private Wealth Advisors
Massachusetts
$218K +$218K +1,611 New
MFG
682
MidWestOne Financial Group
Iowa
$218K -$2.51K -19 -1%
SWP
683
Summit Wealth Partners
Florida
$216K -$38.7K -293 -15%
BHBT
684
Burke & Herbert Bank & Trust
Virginia
$214K – – –
CMP
685
Coston McIsaac & Partners
Maine
$214K – – –
MAM
686
Marotta Asset Management
Virginia
$214K -$37.7K -285 -15%
HTC
687
Haverford Trust Company
Pennsylvania
$210K -$9.91K -75 -5%
GGS
688
Galvin Gaustad & Stein
Arizona
$210K +$264 +2 +0.1%
TFGT
689
TS Financial Group (TSFG)
Illinois
$210K -$26.3K -199 -11%
ABC
690
Associated Banc-Corp
Wisconsin
$208K -$3.3K -25 -2%
VC
691
Vicus Capital
Pennsylvania
$208K +$208K +1,572 New
HBW
692
Hazlett, Burt & Watson
West Virginia
$207K -$4.23K -32 -2%
QWM
693
Quadcap Wealth Management
Texas
$207K +$207K +1,566 New
LG
694
LaFleur & Godfrey
Michigan
$206K +$206K +1,560 New
HT
695
Headlands Technologies
Illinois
$206K -$75.5K -571 -27%
NWAG
696
Net Worth Advisory Group
Utah
$205K +$205K +1,549 New
Empower Advisory Group
697
Empower Advisory Group
Colorado
$204K -$52.7K -399 -21%
IBOK
698
Independence Bank of Kentucky
Kentucky
$203K -$24.2K -183 -11%
GI
699
GAMCO Investors
Connecticut
$203K +$203K +1,535 New
NCM
700
Neumann Capital Management
California
$201K +$201K +1,524 New
26 27
28
29 30