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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
Wellington Management Group
51
Wellington Management Group
Massachusetts
$22.1M +$22.9M +175,806 New
M&T Bank
52
M&T Bank
New York
$22.1M -$924K -7,093 -4%
TSW
53
Thompson Siegel & Walmsley
Virginia
$21.7M -$15.2M -116,886 -40%
MGIA
54
Moneta Group Investment Advisors
Missouri
$21.4M +$639K +4,911 +3%
RFA
55
RTD Financial Advisors
Pennsylvania
$21.3M +$797K +6,121 +4%
Osaic Holdings
56
Osaic Holdings
Arizona
$21.1M -$3.32M -25,505 -13%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$21.1M +$1.35M +10,359 +7%
RA
58
Rodgers & Associates
Pennsylvania
$21.1M +$802K +6,157 +4%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$21M -$573K -4,401 -3%
BPWM
60
Badgley Phelps Wealth Managers
Washington
$20.6M +$526K +4,037 +3%
AMG
61
Asset Management Group
Connecticut
$19M -$62.2K -478 -0.3%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$18.7M +$598K +4,591 +3%
BCIM
63
Bishop & Co Investment Management
Pennsylvania
$17.6M -$8.85K -68 -0%
Goldman Sachs
64
Goldman Sachs
New York
$16.8M -$2.73M -20,951 -14%
Stifel Financial
65
Stifel Financial
Missouri
$16.6M +$901K +6,918 +6%
FCAM
66
First Citizens Asset Management
North Carolina
$16.5M +$123K +943 +0.7%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$16.4M +$435K +3,340 +3%
ACA
68
Anchor Capital Advisors
Massachusetts
$16.4M -$48M -368,425 -74%
BA
69
Bellwether Advisors
Nebraska
$16.1M +$16.7M +127,894 New
LFWA
70
LBJ Family Wealth Advisors
Texas
$15.9M -$13.7K -105 -0.1%
SPIA
71
Steward Partners Investment Advisory
New York
$15M +$657K +5,049 +4%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$14.8M -$225K -1,729 -1%
FWM
73
FSA Wealth Management
Massachusetts
$14.4M -$103K -793 -0.7%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$14.3M +$1.03M +7,887 +7%
Creative Planning
75
Creative Planning
Kansas
$13.9M -$227K -1,740 -2%

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.