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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

913 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, 251 increasing their positions, 347 reducing their positions, and 59 closing their positions.

Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
-$652K

Top Buyers

1
ZBNA
1
Zions Bancorporation, National Association
Utah
$152M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.26B
3
American Century Companies
3
American Century Companies
Missouri
$78.1M
4
PLFA
4
Pacific Life Fund Advisors
California
$50.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$22.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$472M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$16.4M
3
SW
3
SVB Wealth
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$477M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$426M
Name Market Value Shares Shares
Change 		Shares
Change %
NRG
901
Nemes Rush Group
Michigan
$4.54K 36 – –
TSMHT
902
Thurston Springer Miller Herd & Titak
Indiana
$4.28K 34 – –
WWM
903
Wolff Wiese Magana
California
$3.53K 28 – –
JGIA
904
Jackson Grant Investment Advisers
Connecticut
$3.44K 27 – –
MSWA
905
Marshall & Sterling Wealth Advisors
New York
$3.15K 25 – –
VNA
906
Valley National Advisers
Pennsylvania
$3K 30 – –
DF
907
Dunhill Financial
United Kingdom
$2.8K 22 – –
HR
908
Howe & Rusling
New York
$2.52K 20 -20 -50%
PP
909
PFS Partners
New Jersey
$2.39K 19 – –
FIM
910
FWL Investment Management
Texas
$2.27K 18 – –
LC
911
Lindbrook Capital
California
$1.76K 14 – –
BIA
912
Bell Investment Advisors
California
$756 6 – –
MSG
913
Main Street Group
Virginia
$504 4 – –
WWM
914
Wagner Wealth Management
South Carolina
$126 1 +1 New
1NWS
915
1 North Wealth Services
Maryland
$82 1 +1 New
SW
916
SVB Wealth
Massachusetts
– – -298,260 Closed
RP
917
Reinhart Partners
Wisconsin
– – -245,513 Closed
OAM
918
Oppenheimer Asset Management
New York
– – -33,975 Closed
CFGS
919
Concourse Financial Group Securities
Alabama
– – -24,322 Closed
IAA
920
Independent Advisor Alliance
North Carolina
– – -18,670 Closed
Renaissance Technologies
921
Renaissance Technologies
New York
– – -11,900 Closed
CAS
922
Coppell Advisory Solutions
Texas
– – -11,282 Closed
FI
923
FWG Investments
Kentucky
– – -8,673 Closed
QAM
924
Q3 Asset Management
Michigan
– – -7,789 Closed
ACP
925
Aveo Capital Partners
Colorado
– – -5,122 Closed
35 36
37
38 39