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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

903 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, 279 increasing their positions, 320 reducing their positions, and 53 closing their positions.

Holders
903
Holders Change
-10
Holders Change %
-1.1%
% 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
279
Reduced
320
Closed
53
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$882K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.42B
2
SW
2
SVB Wealth
Massachusetts
$36.8M
3
PLFA
3
Pacific Life Fund Advisors
California
$83.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$32.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.08B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$302M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$367M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$340M
4
American Century Companies
4
American Century Companies
Missouri
$0
5
ZBNA
5
Zions Bancorporation, National Association
Utah
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
CTB
701
Country Trust Bank
Illinois
$189K 1,430 – –
RFG
702
REAP Financial Group
Texas
$187K 1,416 -55 -4%
VCM
703
Versant Capital Management
Arizona
$184K 1,396 – –
GI
704
GAMMA Investing
California
$184K 1,393 +156 +13%
Lazard Asset Management
705
Lazard Asset Management
New York
$184K 1,400 – –
PGAM
706
Princeton Global Asset Management
New Jersey
$180K 1,363 -299 -18%
RWM
707
Rialto Wealth Management
New York
$177K 1,340 – –
BOJHT
708
Bank of Jackson Hole Trust
Wyoming
$174K 1,320 – –
AIM
709
Anchor Investment Management
South Carolina
$172K 1,305 – –
BA
710
Bristlecone Advisors
Washington
$171K 1,291 – –
OC
711
Oakworth Capital
Alabama
$170K 1,283 -35 -3%
CF
712
Centaurus Financial
California
$165K 1,250 – –
PA
713
Pineridge Advisors
Missouri
$163K 1,232 +193 +19%
AT
714
Avalon Trust
New Mexico
$161K 1,221 +1,221 New
SWA
715
SOA Wealth Advisors
New York
$157K 1,188 +4 +0.3%
TAM
716
Townsend Asset Management
North Carolina
$155K 1,172 +4 +0.3%
DJSG
717
D.J. St. Germain
Massachusetts
$152K 1,149 – –
TCOV
718
Trust Company of Vermont
Vermont
$147K 1,114 – –
KHC
719
Koesten Hirschmann & Crabtree
Kansas
$146K 1,108 – –
PWMG
720
Prestige Wealth Management Group
New Jersey
$144K 1,093 – –
DWA
721
Dougherty Wealth Advisers
Minnesota
$141K 1,065 -4,349 -80%
KIM
722
Kestra Investment Management
Texas
$140K 1,108 – –
HNW
723
High Note Wealth
Minnesota
$137K 1,037 – –
RFS
724
Richardson Financial Services
Massachusetts
$136K 1,018 -905 -47%
EWP
725
Elevation Wealth Partners
California
$133K 1,003 +4 +0.4%
27 28
29
30 31