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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
1IA
951
1834 Investment Advisors
Wisconsin
-$256K -1,981 Closed
IC
952
Iconiq Capital
California
-$245K -1,895 Closed
TM
953
TigerOak Management
New Mexico
-$239K -1,844 Closed
NI
954
NDVR Inc
Massachusetts
-$228K -1,763 Closed
EA
955
Everpar Advisors
Oklahoma
-$222K -1,713 Closed
BW
956
Blalock Williams
Alabama
-$218K -1,686 Closed
VCM
957
Vivaldi Capital Management
Illinois
-$224K -1,670 Closed
IWA
958
IBEX Wealth Advisors
New Jersey
-$215K -1,666 Closed
CIBC World Market
959
CIBC World Market
Ontario, Canada
-$215K -1,660 Closed
WF
960
Welch & Forbes
Massachusetts
-$211K -1,631 Closed
SAM
961
Secure Asset Management
Michigan
-$207K -1,598 Closed
LG
962
LaFleur & Godfrey
Michigan
-$206K -1,590 Closed
QWM
963
Quadcap Wealth Management
Texas
-$203K -1,566 Closed
CBT
964
CoreFirst Bank & Trust
Kansas
-$112K -865 Closed
LDB
965
Lee, Danner & Bass
Tennessee
-$99.2K -767 Closed
FIA
966
FPC Investment Advisory
California
-$69K -516 Closed
TWC
967
TD Waterhouse Canada
Ontario, Canada
-$50.4K -390 Closed
VWM
968
Venturi Wealth Management
Texas
-$44.1K -341 Closed
KBFS
969
Kohmann Bosshard Financial Services
Ohio
-$25.9K -200 Closed
TCG
970
Transcendent Capital Group
Oklahoma
-$21.4K -165 Closed
TPW
971
Talon Private Wealth
Florida
-$16.7K -129 Closed
WA
972
WPG Advisers
Maryland
-$14.2K -110 Closed
DP
973
Denver PWM
Colorado
-$12.9K -100 Closed
PFT
974
Providence First Trust
Arizona
-$12.9K -100 Closed
GA
975
GoalVest Advisory
New York
-$10.9K -84 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.