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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

913 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, 251 increasing their positions, 347 reducing their positions, and 59 closing their positions.

Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
-$652K

Top Buyers

1
ZBNA
1
Zions Bancorporation, National Association
Utah
$152M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.26B
3
American Century Companies
3
American Century Companies
Missouri
$78.1M
4
PLFA
4
Pacific Life Fund Advisors
California
$50.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$22.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$472M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$16.4M
3
SW
3
SVB Wealth
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$477M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$426M
Name Market Value Shares Shares
Change 		Shares
Change %
PGAM
701
Princeton Global Asset Management
New Jersey
$209K 1,662 -1,855 -53%
FWMM
702
Foundation Wealth Management (Missouri)
Missouri
$209K 1,661 – –
CCMG
703
Clark Capital Management Group
Pennsylvania
$208K 1,653 -232 -12%
BHBT
704
Burke & Herbert Bank & Trust
Virginia
$204K 1,620 – –
CMP
705
Coston McIsaac & Partners
Maine
$204K 1,623 – –
GC
706
Grimes & Company
Massachusetts
$202K 1,607 +5 +0.3%
HBW
707
Hazlett, Burt & Watson
West Virginia
$202K 1,597 -340 -18%
ABC
708
Associated Banc-Corp
Wisconsin
$202K 1,600 +8 +0.5%
CWP
709
Cyndeo Wealth Partners
Florida
$201K 1,596 +1,596 New
AWA
710
Arete Wealth Advisors
Illinois
$201K 1,594 – –
CIA
711
Concurrent Investment Advisors
Florida
$200K 1,590 -9 -0.6%
GGS
712
Galvin Gaustad & Stein
Arizona
$200K 1,589 +1,589 New
VNIM
713
Vaughan Nelson Investment Management
Texas
$195K 1,550 +935 +152%
RFG
714
REAP Financial Group
Texas
$185K 1,471 -646 -31%
PWM
715
Parkworth Wealth Management
California
$184K 1,458 +6 +0.4%
CTB
716
Country Trust Bank
Illinois
$180K 1,430 – –
Lazard Asset Management
717
Lazard Asset Management
New York
$176K 1,400 -200 -13%
VCM
718
Versant Capital Management
Arizona
$176K 1,396 – –
BOJHT
719
Bank of Jackson Hole Trust
Wyoming
$173K 1,320 -190 -13%
EI
720
eCIO Inc
Wisconsin
$172K 1,369 +1,369 New
RWM
721
Rialto Wealth Management
New York
$169K 1,340 -1,164 -46%
OC
722
Oakworth Capital
Alabama
$166K 1,318 +35 +3%
AIM
723
Anchor Investment Management
South Carolina
$164K 1,305 – –
BA
724
Bristlecone Advisors
Washington
$163K 1,291 – –
FCAS
725
First Command Advisory Services
Texas
$159K 1,264 -282 -18%
27 28
29
30 31