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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
BFO
801
Biltmore Family Office
North Carolina
$49.9K
CAM
802
Creekmur Asset Management
Illinois
$49.9K -$391 -3 -0.8%
MFA
803
McClarren Financial Advisors
Pennsylvania
$49K +$32.7K +251 New
HPC
804
HM Payson & Co
Maine
$47.2K
ITIM
805
Indiana Trust & Investment Management
Indiana
$44.1K
DWM
806
Darwin Wealth Management
Florida
$43.3K
WW
807
Winnow Wealth
Texas
$42.8K
JFA
808
JNBA Financial Advisors
Minnesota
$42.7K
IRC
809
Investors Research Corp
Georgia
$40.9K +$8.59K +66 +25%
GWSG
810
GPS Wealth Strategies Group
Colorado
$38.2K
CWM
811
Copia Wealth Management
Oregon
$37.8K
KB
812
Kimelman & Baird
New York
$35.8K
HWM
813
Horizons Wealth Management
North Carolina
$35.1K
LFG
814
Larson Financial Group
Missouri
$34.3K +$130 +1 +0.4%
WAG
815
Windsor Advisory Group
Ohio
$34K
FGAM
816
Financial Gravity Asset Management
Texas
$33.5K +$34.6K +266 New
GEA
817
Glen Eagle Advisors
New Jersey
$33.2K
TIM
818
Tortoise Investment Management
New York
$33.1K
RFA
819
Register Financial Advisors
Georgia
$32K
CBT
820
Crews Bank & Trust
Florida
$31.9K
AT
821
Arlington Trust
Alabama
$31.9K +$32.9K +253 New
NWM
822
Nova Wealth Management
Florida
$31.7K
GWANC
823
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.5K -$10.3K -79 -24%
AC
824
AlphaCore Capital
California
$31.5K +$32.6K +250 New
LWMI
825
Legacy Wealth Management (Idaho)
Idaho
$31.4K

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.