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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
RWM
726
Rialto Wealth Management
New York
$169K -$152K -1,164 -46%
OC
727
Oakworth Capital
Alabama
$166K +$4.56K +35 +3%
AIM
728
Anchor Investment Management
South Carolina
$164K
BA
729
Bristlecone Advisors
Washington
$163K
FCAS
730
First Command Advisory Services
Texas
$159K -$36.7K -282 -18%
CF
731
Centaurus Financial
California
$157K
GI
732
GAMMA Investing
California
$156K
LRWM
733
Lord & Richards Wealth Management
Colorado
$152K -$194K -1,488 -55%
SWA
734
SOA Wealth Advisors
New York
$149K +$651 +5 +0.4%
TAM
735
Townsend Asset Management
North Carolina
$147K +$521 +4 +0.3%
DJSG
736
D.J. St. Germain
Massachusetts
$145K
TCOV
737
Trust Company of Vermont
Vermont
$140K
KHC
738
Koesten Hirschmann & Crabtree
Kansas
$140K
KIM
739
Kestra Investment Management
Texas
$140K +$144K +1,108 New
PWMG
740
Prestige Wealth Management Group
New Jersey
$138K
BTI
741
Blue Trust Inc
Georgia
$134K -$73.8K -567 -35%
PA
742
Pineridge Advisors
Missouri
$131K -$651 -5 -0.5%
HNW
743
High Note Wealth
Minnesota
$131K
EWP
744
Elevation Wealth Partners
California
$126K -$8.98K -69 -6%
Russell Investments Group
745
Russell Investments Group
United Kingdom
$123K +$62K +476 +95%
RIA
746
Realta Investment Advisors
Delaware
$121K +$21.2K +163 +20%
DSC
747
Duncker Streett & Co
Missouri
$121K
MCA
748
Midwest Capital Advisors
Michigan
$114K
CCM
749
Cutler Capital Management
Massachusetts
$112K
OHWP
750
Oak Harbor Wealth Partners
North Carolina
$109K

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.