iShares Russell Mid-Cap Value ETF
919 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 284 increasing their positions, 325 reducing their positions, and 56 closing their positions.
14% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 56
0% more funds holding in top 10
Funds holding in top 10: 31 → 31 (0)
0% less capital invested
Capital invested by funds: $10.6B → $10.6B (-$8.77M)
0% less funds holding
Funds holding: 923 → 919 (-4)
5.09% less ownership
Funds ownership: 79.7% → 74.61% (-5.1%)
13% less repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 325
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$93.8M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$35M |
| 3 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$29M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$24.9M |
| 5 |
Morgan Stanley
New York
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$260M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$147M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$94.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$78.1M |
| 5 |
ZBNA
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
-$29.7M |
IWS Hedge Fund Activity: Q2 2025 in Review
919 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2025, worth a combined $10.6B — down 0.08% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IWS positions and 56 closed out — a net gain of 8 holders — while 284 added to existing stakes and 325 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $93.8M. The largest seller was US Bancorp, cutting an estimated $260M.
- 919 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2025, down from 923 in Q1 2025.
- Funds reported $10.6B of iShares Russell Mid-Cap Value ETF stock for Q2 2025, down 0.08% quarter-over-quarter.
- 64 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2025 and 56 closed out, a net change of +8 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q2 2025 was Jones Financial Companies, an estimated $93.8M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q2 2025 was US Bancorp, an estimated $260M sold.
Based on aggregated 13F filings for Q2 2025.