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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
MA
851
Montag & Associates
Georgia
$22.2K
FG
852
Fairman Group
Pennsylvania
$21.1K +$130 +1 +0.6%
AFG
853
Albion Financial Group
Utah
$20.4K -$8.98K -69 -30%
SS
854
Sunbelt Securities
Texas
$19.9K -$96.6K -742 -82%
HFS
855
Hantz Financial Services
Michigan
$19K -$2.87K -22 -13%
FMB
856
Field & Main Bank
Kentucky
$18.9K
HC
857
Hara Capital
Washington
$18.6K -$19.3K -148 -50%
SIC
858
Salem Investment Counselors
North Carolina
$18.1K
WCM
859
Winthrop Capital Management
Indiana
$18K
IF
860
Integrity Financial
Wyoming
$17K +$17.6K +135 New
CFFP
861
Center for Financial Planning
Michigan
$16.8K +$2.21K +17 +15%
MAS
862
MPWM Advisory Solutions
Georgia
$16.3K
HWP
863
Highline Wealth Partners
California
$16K
SAM
864
Smartleaf Asset Management
Massachusetts
$16K +$16.7K +128 New
POIA
865
Pin Oak Investment Advisors
Texas
$16K
OWP
866
ORG Wealth Partners
Texas
$15.3K +$15.8K +121 New
BIG
867
Brooklyn Investment Group
New York
$15.1K +$7.29K +56 +88%
MPCG
868
Matrix Private Capital Group
New York
$15.1K
MLA
869
MB, Levis & Associates
Pennsylvania
$15K
FDW
870
Fourth Dimension Wealth
Ohio
$15K
HHGA
871
Halbert Hargrove Global Advisors
California
$14.2K
CFO
872
CVA Family Office
Colorado
$14K
MG
873
MilWealth Group
Wisconsin
$13.9K
FRA
874
Front Row Advisors
California
$13.7K
EWM
875
Evermay Wealth Management
Virginia
$13.5K

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.