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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

905 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 280 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
-8
Holders Change %
-0.88%
% of All Funds
12.13%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.39%
New
63
Increased
280
Reduced
321
Closed
54
Calls
$1.89M
Puts
–
Net Calls
+$1.89M
Net Calls Change
+$731K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$98.4M
2
SW
SVB Wealth
Massachusetts
+$36.8M
3
PLFA
Pacific Life Fund Advisors
California
+$30.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$26.2M
5
Morgan Stanley
Morgan Stanley
New York
+$21.4M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$274M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$155M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$99.8M
4
American Century Companies
American Century Companies
Missouri
-$78.1M
5
ZBNA
Zions Bancorporation, National Association
Utah
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
776
Bangor Savings Bank
Maine
$61.6K – – –
OA
777
Operose Advisors
Wisconsin
$61.4K – – –
VNIM
778
Vaughan Nelson Investment Management
Texas
$60.8K -$144K -1,090 -70%
CTA
779
Colonial Trust Advisors
South Carolina
$59.5K – – –
RIA
780
Realta Investment Advisors
Delaware
$58.5K -$68.4K -518 -54%
AIP
781
Ameritas Investment Partners
Nebraska
$55.7K +$264 +2 +0.5%
PWMG
782
Private Wealth Management Group
New Jersey
$52.9K -$1.98K -15 -4%
HCM
783
Hollencrest Capital Management
California
$52.7K +$52.7K +399 New
BFO
784
Biltmore Family Office
North Carolina
$52.3K – – –
CAM
785
Creekmur Asset Management
Illinois
$52.3K – – –
WTA
786
Washington Trust Advisors
Massachusetts
$52.1K -$45.3K -343 -47%
ITIM
787
Indiana Trust & Investment Management
Indiana
$46.2K – – –
FG
788
Fairman Group
Pennsylvania
$45K +$23.3K +176 +107%
JFA
789
JNBA Financial Advisors
Minnesota
$44.8K – – –
EC
790
Elequin Capital
New York
$44.3K +$33.8K +256 +324%
IRC
791
Investors Research Corp
Georgia
$42.9K – – –
GWSG
792
GPS Wealth Strategies Group
Colorado
$40.1K – – –
CWM
793
Copia Wealth Management
Oregon
$39.6K – – –
MYIA
794
Mount Yale Investment Advisors
Colorado
$39.6K +$39.6K +300 New
CIA
795
Choate Investment Advisors
Massachusetts
$39K -$452K -3,424 -92%
KB
796
Kimelman & Baird
New York
$37.5K – – –
HWM
797
Horizons Wealth Management
North Carolina
$36.9K – – –
AC
798
AlphaCore Capital
California
$35.9K +$2.91K +22 +9%
LFG
799
Larson Financial Group
Missouri
$35.7K -$264 -2 -0.7%
WAG
800
Windsor Advisory Group
Ohio
$35.7K – – –
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32
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