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
MWA
951
Monograph Wealth Advisors
California
-$255K -1,933 Closed
JSW
952
Journey Strategic Wealth
New Jersey
-$249K -1,881 Closed
SIAG
953
Safeguard Investment Advisory Group
California
-$240K -1,814 Closed
AMM
954
American Money Management
California
-$223K -1,690 Closed
HTC
955
Haverford Trust Company
Pennsylvania
-$210K -1,591 Closed
HT
956
Headlands Technologies
Illinois
-$206K -1,560 Closed
NWAG
957
Net Worth Advisory Group
Utah
-$205K -1,549 Closed
GI
958
GAMCO Investors
Connecticut
-$203K -1,535 Closed
BA
959
Bristlecone Advisors
Washington
-$171K -1,291 Closed
KIM
960
Kestra Investment Management
Texas
-$140K -1,108 Closed
OW
961
Olistico Wealth
Oklahoma
-$109K -824 Closed
GM
962
GeoWealth Management
Illinois
-$102K -774 Closed
RI
963
Ridgewood Investments
New Jersey
-$80.9K -612 Closed
BCMLT
964
Beacon Capital Management LLC (Tennessee)
Tennessee
-$65K -492 Closed
EC
965
Elequin Capital
New York
-$44.3K -335 Closed
MYIA
966
Mount Yale Investment Advisors
Colorado
-$39.6K -300 Closed
CIA
967
Choate Investment Advisors
Massachusetts
-$39K -295 Closed
HR
968
Howe & Rusling
New York
-$33.8K -256 Closed
GWANC
969
Guardian Wealth Advisors (North Carolina)
North Carolina
-$33K -250 Closed
CWM
970
CarsonAllaria Wealth Management
Illinois
-$32.6K -247 Closed
MA
971
Montag & Associates
Georgia
-$23.3K -176 Closed
IF
972
Integrity Financial
Wyoming
-$17.8K -135 Closed
BFP
973
Briaud Financial Planning
Texas
-$13K -100 Closed
BIG
974
Brooklyn Investment Group
New York
-$12.8K -97 Closed
Qube Research & Technologies (QRT)
975
Qube Research & Technologies (QRT)
United Kingdom
-$10.4K -79 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.