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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
ST
751
Smithfield Trust
Pennsylvania
$106K -$24.5K -188 -18%
GTAM
752
Global Trust Asset Management
Florida
$105K -$740K -5,685 -87%
OW
753
Olistico Wealth
Oklahoma
$104K -$2.73K -21 -2%
HPIA
754
Hamilton Point Investment Advisors
North Carolina
$103K
PK
755
Pflug Koory
Nebraska
$102K
CFD
756
Creative Financial Designs
Indiana
$98.9K
BFS
757
Bare Financial Services
Pennsylvania
$98.8K
AAG
758
Armstrong Advisory Group
Massachusetts
$97.1K
HIW
759
Holos Integrated Wealth
Pennsylvania
$96.6K
GM
760
GeoWealth Management
Illinois
$96.4K -$1.35M -10,361 -93%
WTA
761
Washington Trust Advisors
Massachusetts
$92.9K +$3.25K +25 +4%
TC
762
Trust Company
Kansas
$90.3K
SC
763
Steph & Co
Wisconsin
$85.5K
NRC
764
New Republic Capital
North Carolina
$85.5K +$63K +484 +248%
CPA
765
Cardiff Park Advisors
California
$84.3K +$260 +2 +0.3%
EB
766
Eastern Bank
Massachusetts
$83.1K
SIS
767
Sound Income Strategies
Florida
$82.4K -$4.04K -31 -5%
GSWM
768
Golden State Wealth Management
California
$78.6K -$3.91K -30 -5%
SFGP
769
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$78.5K -$9.9K -76 -11%
SMA
770
Sage Mountain Advisors
Georgia
$77.8K
BGIM
771
Brandywine Global Investment Management
Pennsylvania
$77.5K +$45.2K +347 +129%
RI
772
Ridgewood Investments
New Jersey
$77.1K
ADL
773
Asset Dedication LLC
California
$77K
EWM
774
EPG Wealth Management
Georgia
$75.5K -$260 -2 -0.3%
PWM
775
Provident Wealth Management
Tennessee
$75.1K

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.