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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
PP
876
Pacifica Partners
Canada
$12.4K
WIM
877
Westside Investment Management
California
$12.1K
BFP
878
Briaud Financial Planning
Texas
$12K +$13K +100 New
AWM
879
Activest Wealth Management
Florida
$11.9K
ANBT
880
American National Bank & Trust
Texas
$11.8K
PP
881
Pingora Partners
Wyoming
$11.3K -$1.17K -9 -9%
M
882
MOTCO
Texas
$11K
BL
883
BFSG LLC
California
$10.1K +$651 +5 +7%
EC
884
Elequin Capital
New York
$9.95K +$10.3K +79 New
HWA
885
HHM Wealth Advisors
Tennessee
$9.83K
VWWMG
886
Vermillion & White Wealth Management Group
Pennsylvania
$9.7K
HCP
887
Hexagon Capital Partners
Arkansas
$9.57K
SC
888
Stephens Consulting
Michigan
$9.45K
OL
889
one8zero8 LLC
North Carolina
$8.19K -$11.3K -87 -57%
CSC
890
Caldwell Sutter Capital
California
$8.19K
MFT
891
Moisand Fitzgerald Tamayo
Florida
$7.68K
TVWM
892
Tower View Wealth Management
Wisconsin
$7.57K
NMG
893
New Millennium Group
Utah
$7.18K -$1.56K -12 -17%
APCM
894
Alaska Permanent Capital Management
Alaska
$6.93K -$5.34K -41 -43%
BIM
895
Breakwater Investment Management
Washington
$6.93K
DFC
896
DB Fitzpatrick & Co
Idaho
$6.93K
MWM
897
MorganRosel Wealth Management
Colorado
$6.42K +$6.64K +51 New
PWA
898
Provenance Wealth Advisors
Florida
$6.13K
MWM
899
Mascoma Wealth Management
New Hampshire
$6.05K -$34K -261 -84%
MFC
900
Morris Financial Concepts
South Carolina
$5.66K

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.