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iShares Russell Mid-Cap Value ETF

933 hedge funds and large institutions have $11.1B invested in iShares Russell Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 282 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

5% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$542M)

4.01% more ownership

Funds ownership: 74.61%78.62% (+4%)

2% more funds holding

Funds holding: 919933 (+14)

8% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 308

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

Holders
933
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
12.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.38%
New
83
Increased
282
Reduced
308
Closed
52
Calls
$2.4M
Puts
Net Calls
+$2.4M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
Rodgers & Associates
Pennsylvania
$24M -$3.14K -23 -0%
MWM
52
Moran Wealth Management
Florida
$23.8M +$23.2M +170,086 New
BPWM
53
Badgley Phelps Wealth Managers
Washington
$23.5M +$182K +1,328 +0.8%
M&T Bank
54
M&T Bank
New York
$23.4M -$411K -3,008 -2%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$22.1M +$864K +6,322 +4%
FCAM
56
First Citizens Asset Management
North Carolina
$21.6M +$6.56K +48 +0%
CP
57
Covenant Partners
Tennessee
$21.6M -$634K -4,639 -3%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$21.4M -$708K -5,180 -3%
AMG
59
Asset Management Group
Connecticut
$21.2M +$63.2K +462 +0.3%
KAS
60
Kestra Advisory Services
Texas
$20.3M -$644K -4,712 -3%
RFA
61
RTD Financial Advisors
Pennsylvania
$20.2M +$580K +4,243 +3%
FCIS
62
First Citizens Investor Services
North Carolina
$19.7M +$19.2M +140,799 New
BCIM
63
Bishop & Co Investment Management
Pennsylvania
$19.5M +$423K +3,092 +2%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$19.3M -$1.92M -14,042 -9%
Stifel Financial
65
Stifel Financial
Missouri
$18.8M -$22.7K -166 -0.1%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$18.7M +$13.8K +101 +0.1%
SCM
67
Sterling Capital Management
North Carolina
$17.6M -$22.1K -162 -0.1%
LFWA
68
LBJ Family Wealth Advisors
Texas
$17.5M -$126K -922 -0.7%
TSW
69
Thompson Siegel & Walmsley
Virginia
$17.5M +$743K +5,436 +5%
Goldman Sachs
70
Goldman Sachs
New York
$17.4M -$1.3M -9,538 -7%
Corient Private Wealth
71
Corient Private Wealth
Florida
$17.3M +$1.71M +12,519 +11%
Creative Planning
72
Creative Planning
Kansas
$17.2M -$373K -2,728 -2%
LI
73
LifeWealth Investments
Florida
$17.1M +$1.26M +9,219 +8%
SPIA
74
Steward Partners Investment Advisory
New York
$17M -$224K -1,638 -1%
Northern Trust
75
Northern Trust
Illinois
$16.6M -$7.63M -55,847 -32%

IWS Hedge Fund Activity: Q3 2025 in Review

933 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2025, worth a combined $11.1B — up 5.1% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWS positions and 52 closed out — a net gain of 31 holders — while 282 added to existing stakes and 308 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $103M. The largest seller was Jones Financial Companies, cutting an estimated $103M.

  • 933 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $11.1B of iShares Russell Mid-Cap Value ETF stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 83 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2025 and 52 closed out, a net change of +31 holders.
  • The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $103M added.
  • The largest iShares Russell Mid-Cap Value ETF seller in Q3 2025 was Jones Financial Companies, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2025.