We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

933 hedge funds and large institutions have $11.1B invested in iShares Russell Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 282 increasing their positions, 308 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

5% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$542M)

4.01% more ownership

Funds ownership: 74.61%78.62% (+4%)

2% more funds holding

Funds holding: 919933 (+14)

8% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 308

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

Holders
933
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
12.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.38%
New
83
Increased
282
Reduced
308
Closed
52
Calls
$2.4M
Puts
Net Calls
+$2.4M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
926
Caldwell Trust
Florida
$2.37K +$2.32K +17 New
WWA
927
Wealth Watch Advisors
Colorado
$2.37K +$2.32K +17 New
FDW
928
Fourth Dimension Wealth
Ohio
$2.37K -$13.9K -102 -86%
GFWA
929
Grey Fox Wealth Advisors
Delaware
$1.26K +$1.23K +9 New
KG
930
Kilter Group
New York
$978
KWM
931
Kiker Wealth Management
Georgia
$978 +$957 +7 New
BIA
932
Bell Investment Advisors
California
$839
LWA
933
Lowe Wealth Advisors
Maryland
$838 +$820 +6 New
MSG
934
Main Street Group
Virginia
$559
AAP
935
Arax Advisory Partners
Colorado
-$19.4M -142,176 Closed
HSBC Holdings
936
HSBC Holdings
United Kingdom
-$15.2M -114,969 Closed
WWA
937
WCG Wealth Advisors
Nevada
-$1.62M -12,281 Closed
CRM
938
Cramer Rosenthal McGlynn
Connecticut
-$760K -5,750 Closed
PA
939
Prossimo Advisors
California
-$751K -5,680 Closed
Tudor Investment Corp
940
Tudor Investment Corp
Connecticut
-$699K -5,287 Closed
TSS
941
Two Sigma Securities
New York
-$636K -4,810 Closed
T
942
Transce3nd
Texas
-$486K -3,676 Closed
WP
943
Westmount Partners
California
-$431K -3,258 Closed
RWM
944
Rench Wealth Management
Texas
-$336K -2,541 Closed
D.E. Shaw & Co
945
D.E. Shaw & Co
New York
-$301K -2,278 Closed
VCP
946
Vista Capital Partners
Oregon
-$293K -2,214 Closed
AG
947
AlTi Global
New York
-$277K -2,100 Closed
FAIM
948
Financial Advocates Investment Management
Washington
-$276K -2,091 Closed
NFA
949
Northwest Financial Advisors
Virginia
-$271K -2,052 Closed
SIC
950
Sterling Investment Counsel
New York
-$259K -1,960 Closed

IWS Hedge Fund Activity: Q3 2025 in Review

933 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2025, worth a combined $11.1B — up 5.1% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWS positions and 52 closed out — a net gain of 31 holders — while 282 added to existing stakes and 308 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $103M. The largest seller was Jones Financial Companies, cutting an estimated $103M.

  • 933 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2025, up from 919 in Q2 2025.
  • Funds reported $11.1B of iShares Russell Mid-Cap Value ETF stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 83 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2025 and 52 closed out, a net change of +31 holders.
  • The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $103M added.
  • The largest iShares Russell Mid-Cap Value ETF seller in Q3 2025 was Jones Financial Companies, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2025.