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iShares Russell Mid-Cap Value ETF

933 hedge funds and large institutions have $11.1B invested in iShares Russell Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 282 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

5% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$542M)

4.01% more ownership

Funds ownership: 74.61%78.62% (+4%)

2% more funds holding

Funds holding: 919933 (+14)

8% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 308

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

Holders
933
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
12.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.38%
New
83
Increased
282
Reduced
308
Closed
52
Calls
$2.4M
Puts
Net Calls
+$2.4M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
876
Evermay Wealth Management
Virginia
$15K
PSFG
877
Park Square Financial Group
Georgia
$14.1K +$13.8K +101 New
CAL
878
Capital Advisors Ltd
Ohio
$14K
AWM
879
Activest Wealth Management
Florida
$13.9K +$683 +5 +5%
ANBT
880
American National Bank & Trust
Texas
$13.1K
VWWMG
881
Vermillion & White Wealth Management Group
Pennsylvania
$13.1K +$2.32K +17 +22%
ATS
882
Ashton Thomas Securities
New York
$12.8K +$12.6K +92 New
MG
883
MilWealth Group
Wisconsin
$12.3K -$3.01K -22 -20%
M
884
MOTCO
Texas
$12.2K
HWA
885
HHM Wealth Advisors
Tennessee
$10.9K -$56.7K -415 -84%
RMP
886
Richards, Merrill & Peterson
Washington
$10.8K
SRCM
887
Signature Resources Capital Management
California
$10.8K +$10.5K +77 New
PP
888
Pingora Partners
Wyoming
$10.5K
RP
889
Rice Partnership
Hawaii
$10.1K +$9.84K +72 New
CCM
890
Cloud Capital Management
Washington
$10K +$9.84K +72 New
VWM
891
Vermillion Wealth Management
Minnesota
$9.92K +$9.71K +71 New
CSC
892
Caldwell Sutter Capital
California
$9.08K
OL
893
one8zero8 LLC
North Carolina
$9.08K
BCM
894
Blume Capital Management
California
$9.08K +$8.88K +65 New
LFG
895
Larson Financial Group
Missouri
$8.87K -$28.4K -208 -77%
TVWM
896
Tower View Wealth Management
Wisconsin
$8.46K +$137 +1 +2%
MFT
897
Moisand Fitzgerald Tamayo
Florida
$8.1K -$410 -3 -5%
APCM
898
Alaska Permanent Capital Management
Alaska
$7.69K
BIM
899
Breakwater Investment Management
Washington
$7.68K
DFC
900
DB Fitzpatrick & Co
Idaho
$7.68K

IWS Hedge Fund Activity: Q3 2025 in Review

933 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2025, worth a combined $11.1B — up 5.1% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWS positions and 52 closed out — a net gain of 31 holders — while 282 added to existing stakes and 308 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $103M. The largest seller was Jones Financial Companies, cutting an estimated $103M.

  • 933 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $11.1B of iShares Russell Mid-Cap Value ETF stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 83 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2025 and 52 closed out, a net change of +31 holders.
  • The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $103M added.
  • The largest iShares Russell Mid-Cap Value ETF seller in Q3 2025 was Jones Financial Companies, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2025.