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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 %
LI
926
Leeward Investments
Massachusetts
– -$347K -2,757 Closed
BFA
927
Beacon Financial Advisory
Ohio
– -$340K -2,700 Closed
DIA
928
Dana Investment Advisors
Wisconsin
– -$324K -2,570 Closed
WS
929
Wedbush Securities
California
– -$321K -2,545 Closed
BI
930
Ballast Inc
Kentucky
– -$313K -2,487 Closed
CF
931
Corebridge Financial
Texas
– -$290K -2,300 Closed
GS
932
GTS Securities
New York
– -$263K -2,091 Closed
D
933
Dentgroup
Louisiana
– -$257K -2,037 Closed
DWT
934
Dorsey & Whitney Trust
South Dakota
– -$253K -2,005 Closed
CWC
935
Carolinas Wealth Consulting
North Carolina
– -$246K -1,951 Closed
AIA
936
Accelerate Investment Advisors
California
– -$234K -1,861 Closed
OIA
937
OneDigital Investment Advisors
Kansas
– -$228K -1,810 Closed
RFA
938
Resurgent Financial Advisors
Georgia
– -$224K -1,778 Closed
TFA
939
TPG Financial Advisors
Oregon
– -$219K -1,736 Closed
LA
940
Legacy Advisors
Pennsylvania
– -$212K -1,680 Closed
CCMG
941
Clark Capital Management Group
Pennsylvania
– -$208K -1,653 Closed
GC
942
Grimes & Company
Massachusetts
– -$202K -1,607 Closed
CWP
943
Cyndeo Wealth Partners
Florida
– -$201K -1,596 Closed
AWA
944
Arete Wealth Advisors
Illinois
– -$201K -1,594 Closed
EI
945
eCIO Inc
Wisconsin
– -$172K -1,369 Closed
LRWM
946
Lord & Richards Wealth Management
Colorado
– -$152K -1,205 Closed
SFG
947
Stonebridge Financial Group
Pennsylvania
– -$78.5K -623 Closed
EWM
948
EPG Wealth Management
Georgia
– -$75.5K -599 Closed
SIM
949
Synergy Investment Management
Florida
– -$73.9K -587 Closed
RFA
950
Reyes Financial Architecture
California
– -$62.5K -496 Closed
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