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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
SIM
776
Synergy Investment Management
Florida
$73.9K -$46K -353 -38%
FFA
777
Founders Financial Alliance
North Carolina
$72K +$260 +2 +0.4%
RF
778
Rossby Financial
Florida
$70.8K -$293K -2,251 -79%
BCMLT
779
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.3K -$4.04K -31 -5%
BBPWM
780
Blue Bell Private Wealth Management
Pennsylvania
$70K
FAM
781
Flaharty Asset Management
Florida
$70K +$72.4K +556 New
UCB
782
United Community Bank
South Carolina
$68.2K
CIAS
783
Capital Investment Advisory Services
North Carolina
$66.4K -$62.2K -478 -48%
AIC
784
Archer Investment Corporation
Indiana
$66K
AG
785
AmeriFlex Group
Nevada
$65.6K -$15.6K -120 -19%
RTC
786
Riverview Trust Company
Washington
$65.5K
BLC
787
Brown, Lisle/Cummings
Rhode Island
$65K
OIA
788
Optimum Investment Advisors
Illinois
$65K
FCG
789
Financial Connections Group
California
$65K
ME
790
McIlrath & Eck
Washington
$64.6K
RFA
791
Reyes Financial Architecture
California
$62.5K
NSIM
792
North Star Investment Management
Illinois
$62.2K
EPAM
793
Evelyn Partners Asset Management
$60.8K
BSB
794
Bangor Savings Bank
Maine
$58.7K
OA
795
Operose Advisors
Wisconsin
$58.6K
CTA
796
Colonial Trust Advisors
South Carolina
$56.7K
APW
797
Aventura Private Wealth
Florida
$54.8K -$1.3K -10 -2%
AIP
798
Ameritas Investment Partners
Nebraska
$52.9K +$54.7K +420 New
MWA
799
Medallion Wealth Advisors
Connecticut
$52.4K
PWMG
800
Private Wealth Management Group
New Jersey
$52.3K

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.