IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

913 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, 251 increasing their positions, 347 reducing their positions, and 59 closing their positions.

Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
-$652K

Top Buyers

1
ZBNA
1
Zions Bancorporation, National Association
Utah
$152M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.26B
3
American Century Companies
3
American Century Companies
Missouri
$78.1M
4
PLFA
4
Pacific Life Fund Advisors
California
$50.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$22.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$472M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$16.4M
3
SW
3
SVB Wealth
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$477M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$426M
Name Market Value Shares Shares
Change 		Shares
Change %
IRC
801
Investors Research Corp
Georgia
$40.9K 325 +66 +25%
GWSG
802
GPS Wealth Strategies Group
Colorado
$38.2K 303 – –
CWM
803
Copia Wealth Management
Oregon
$37.8K 300 – –
KB
804
Kimelman & Baird
New York
$35.8K 284 – –
HWM
805
Horizons Wealth Management
North Carolina
$35.1K 279 – –
LFG
806
Larson Financial Group
Missouri
$34.3K 273 +1 +0.4%
WAG
807
Windsor Advisory Group
Ohio
$34K 270 – –
FGAM
808
Financial Gravity Asset Management
Texas
$33.5K 266 +266 New
GEA
809
Glen Eagle Advisors
New Jersey
$33.2K 264 – –
TIM
810
Tortoise Investment Management
New York
$33.1K 263 – –
RFA
811
Register Financial Advisors
Georgia
$32K 254 – –
CBT
812
Crews Bank & Trust
Florida
$31.9K 253 – –
AT
813
Arlington Trust
Alabama
$31.9K 253 +253 New
NWM
814
Nova Wealth Management
Florida
$31.7K 252 – –
GWANC
815
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.5K 250 -79 -24%
AC
816
AlphaCore Capital
California
$31.5K 250 +250 New
LWMI
817
Legacy Wealth Management (Idaho)
Idaho
$31.4K 249 – –
LWANC
818
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.2K 248 – –
HFS
819
Hughes Financial Services
Virginia
$31.2K 247 +247 New
CWM
820
CarsonAllaria Wealth Management
Illinois
$31.1K 247 – –
CSB
821
City State Bank
Iowa
$30.2K 240 – –
PP
822
PrairieView Partners
Minnesota
$30K 243 – –
GWP
823
Gen-Wealth Partners
Michigan
$29.7K 236 +2 +0.9%
RIL
824
Rothschild Investment LLC
Illinois
$28.3K 225 – –
AWM
825
Abound Wealth Management
Tennessee
$28.1K 223 – –
31 32
33
34 35