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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
TTWM
726
TCV Trust & Wealth Management
Virginia
$202K +$198K +1,449 New
CTB
727
Country Trust Bank
Illinois
$200K
FCAS
728
First Command Advisory Services
Texas
$197K -$10.3K -75 -5%
Lazard Asset Management
729
Lazard Asset Management
New York
$196K
VCM
730
Versant Capital Management
Arizona
$195K
GI
731
GAMMA Investing
California
$194K -$683 -5 -0.4%
RFG
732
REAP Financial Group
Texas
$193K -$5.06K -37 -3%
PGAM
733
Princeton Global Asset Management
New Jersey
$190K
BOJHT
734
Bank of Jackson Hole Trust
Wyoming
$184K
PA
735
Pineridge Advisors
Missouri
$184K +$11.2K +82 +7%
AIM
736
Anchor Investment Management
South Carolina
$182K
OC
737
Oakworth Capital
Alabama
$179K
EB
738
Eastern Bank
Massachusetts
$176K +$82.2K +601 +91%
CF
739
Centaurus Financial
California
$175K
SWA
740
SOA Wealth Advisors
New York
$167K +$683 +5 +0.4%
TAM
741
Townsend Asset Management
North Carolina
$164K +$683 +5 +0.4%
GA
742
Guerra Advisors
Florida
$162K +$158K +1,157 New
TCOV
743
Trust Company of Vermont
Vermont
$161K +$5.06K +37 +3%
DJSG
744
D.J. St. Germain
Massachusetts
$160K
National Bank of Canada
745
National Bank of Canada
Quebec, Canada
$157K -$346K -2,528 -69%
RWM
746
Rialto Wealth Management
New York
$156K -$30.8K -225 -17%
AG
747
AmeriFlex Group
Nevada
$155K +$80K +585 +112%
KHC
748
Koesten Hirschmann & Crabtree
Kansas
$155K
PWMG
749
Prestige Wealth Management Group
New Jersey
$153K
RFS
750
Richardson Financial Services
Massachusetts
$142K

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.