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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
SW
926
SVB Wealth
Massachusetts
-$38.6M -298,260 Closed
RP
927
Reinhart Partners
Wisconsin
-$3.17M -245,513 Closed
OAM
928
Oppenheimer Asset Management
New York
-$4.39M -33,975 Closed
CFGS
929
Concourse Financial Group Securities
Alabama
-$3.27M -24,322 Closed
IAA
930
Independent Advisor Alliance
North Carolina
-$2.41M -18,670 Closed
Renaissance Technologies
931
Renaissance Technologies
New York
-$1.54M -11,900 Closed
CAS
932
Coppell Advisory Solutions
Texas
-$1.46M -11,282 Closed
FI
933
FWG Investments
Kentucky
-$1.12M -8,673 Closed
QAM
934
Q3 Asset Management
Michigan
-$1.01M -7,789 Closed
ACP
935
Aveo Capital Partners
Colorado
-$662K -5,122 Closed
LWAM
936
Legacy Wealth Asset Management
Minnesota
-$625K -4,834 Closed
TGAM
937
TBH Global Asset Management
Tennessee
-$618K -4,776 Closed
IWM
938
Iams Wealth Management
Nebraska
-$537K -4,152 Closed
ZIM
939
Zacks Investment Management
Illinois
-$527K -4,072 Closed
LTAS
940
Linden Thomas Advisory Services
North Carolina
-$490K -3,790 Closed
WIM
941
Wittenberg Investment Management
Massachusetts
-$450K -3,478 Closed
Qube Research & Technologies (QRT)
942
Qube Research & Technologies (QRT)
United Kingdom
-$390K -3,018 Closed
WA
943
Wealth Alliance
New York
-$363K -2,803 Closed
D.E. Shaw & Co
944
D.E. Shaw & Co
New York
-$333K -2,578 Closed
AIA
945
Arbor Investment Advisors
North Carolina
-$323K -2,497 Closed
CCA
946
Checchi Capital Advisers
California
-$299K -2,308 Closed
JSW
947
Journey Strategic Wealth
New Jersey
-$291K -2,253 Closed
WKSWA
948
White Knight Strategic Wealth Advisors
New Jersey
-$290K -2,240 Closed
GAB
949
German American Bancorp
Indiana
-$267K -2,065 Closed
FAM
950
Forte Asset Management
New York
-$257K -1,985 Closed

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.