IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

903 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, 279 increasing their positions, 320 reducing their positions, and 53 closing their positions.

Holders
903
Holders Change
-10
Holders Change %
-1.1%
% of All Funds
12.13%
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
279
Reduced
320
Closed
53
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$882K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.42B
2
SW
2
SVB Wealth
Massachusetts
$36.8M
3
PLFA
3
Pacific Life Fund Advisors
California
$83.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$32.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.08B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$302M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$367M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$340M
4
American Century Companies
4
American Century Companies
Missouri
$0
5
ZBNA
5
Zions Bancorporation, National Association
Utah
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
926
Wedbush Securities
California
– – -2,545 Closed
BI
927
Ballast Inc
Kentucky
– – -2,487 Closed
CF
928
Corebridge Financial
Texas
– – -2,300 Closed
GS
929
GTS Securities
New York
– – -2,091 Closed
D
930
Dentgroup
Louisiana
– – -2,037 Closed
DWT
931
Dorsey & Whitney Trust
South Dakota
– – -2,005 Closed
CWC
932
Carolinas Wealth Consulting
North Carolina
– – -1,951 Closed
AIA
933
Accelerate Investment Advisors
California
– – -1,861 Closed
OIA
934
OneDigital Investment Advisors
Kansas
– – -1,810 Closed
RFA
935
Resurgent Financial Advisors
Georgia
– – -1,778 Closed
TFA
936
TPG Financial Advisors
Oregon
– – -1,736 Closed
LA
937
Legacy Advisors
Pennsylvania
– – -1,680 Closed
CCMG
938
Clark Capital Management Group
Pennsylvania
– – -1,653 Closed
GC
939
Grimes & Company
Massachusetts
– – -1,607 Closed
CWP
940
Cyndeo Wealth Partners
Florida
– – -1,596 Closed
AWA
941
Arete Wealth Advisors
Illinois
– – -1,594 Closed
EI
942
eCIO Inc
Wisconsin
– – -1,369 Closed
LRWM
943
Lord & Richards Wealth Management
Colorado
– – -1,205 Closed
SFG
944
Stonebridge Financial Group
Pennsylvania
– – -623 Closed
EWM
945
EPG Wealth Management
Georgia
– – -599 Closed
SIM
946
Synergy Investment Management
Florida
– – -587 Closed
RFA
947
Reyes Financial Architecture
California
– – -496 Closed
WW
948
Winnow Wealth
Texas
– – -340 Closed
DWM
949
Darwin Wealth Management
Florida
– – -335 Closed
MFA
950
McClarren Financial Advisors
Pennsylvania
– – -251 Closed
35 36 37
38
39