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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
12.14%
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 %
MWM
876
MorganRosel Wealth Management
Colorado
$6.74K – – –
PWA
877
Provenance Wealth Advisors
Florida
$6.43K – – –
MFC
878
Morris Financial Concepts
South Carolina
$5.93K – – –
CCC
879
Chelsea Counsel Company
California
$5.55K – – –
FCT
880
First Community Trust
Iowa
$5.42K +$5.42K +41 New
SL
881
Salomon & Ludwin
Virginia
$5.38K – – –
BL
882
BFSG LLC
California
$5.29K -$5.29K -40 -50%
BTD
883
BankPlus Trust Department
Mississippi
$5.29K – – –
NC
884
North Capital
Utah
$5.29K – – –
1L
885
10Elms LLP
Oklahoma
$4.89K – – –
MHR
886
Matthew Hamilton Rosenberg
$4.89K +$4.89K +37 New
TSMHT
887
Thurston Springer Miller Herd & Titak
Indiana
$4.49K – – –
NRG
888
Nemes Rush Group
Michigan
$3.96K -$793 -6 -17%
WWM
889
Wolff Wiese Magana
California
$3.7K – – –
JGIA
890
Jackson Grant Investment Advisers
Connecticut
$3.63K – – –
NMG
891
New Millennium Group
Utah
$3.57K -$3.96K -30 -53%
MSWA
892
Marshall & Sterling Wealth Advisors
New York
$3.3K – – –
PP
893
Pacifica Partners
Canada
$3.29K -$10.3K -78 -76%
DF
894
Dunhill Financial
United Kingdom
$2.94K – – –
AWM
895
Angeles Wealth Management
California
$2.91K +$2.91K +22 New
AF
896
Alerus Financial
North Dakota
$2.78K +$2.78K +21 New
PP
897
PFS Partners
New Jersey
$2.51K – – –
FIM
898
FWL Investment Management
Texas
$2.38K – – –
FP
899
Financial Perspectives
Minnesota
$1.42K -$4.13K -32 -74%
BA
900
Bellwether Advisors
Nebraska
$1.19K -$16.9M -127,885 -100%
34 35
36
37 38