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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

913 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, 251 increasing their positions, 347 reducing their positions, and 59 closing their positions.

Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
-$652K

Top Buyers

1
ZBNA
1
Zions Bancorporation, National Association
Utah
$152M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.26B
3
American Century Companies
3
American Century Companies
Missouri
$78.1M
4
PLFA
4
Pacific Life Fund Advisors
California
$50.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$22.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$472M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$16.4M
3
SW
3
SVB Wealth
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$477M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$426M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
76
Waverly Advisors
Alabama
$13.8M 109,504 -1,127 -1%
FTS
77
Fifth Third Securities
Ohio
$13.5M 107,508 +1,346 +1%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$13.3M 105,877 -11,486 -10%
Comerica Bank
79
Comerica Bank
Texas
$13.3M 105,447 +1,932 +2%
SCM
80
Sterling Capital Management
North Carolina
$13.3M 105,354 +1,218 +1%
NI
81
Nuance Investments
Missouri
$12.2M 97,008 -31,908 -25%
BF
82
BOK Financial
Oklahoma
$11.9M 94,388 -4,482 -5%
JIC
83
Johnson Investment Counsel
Ohio
$11.9M 94,334 -597 -0.6%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$11.9M 94,084 -2,209 -2%
PCG
85
Prosperity Consulting Group
Maryland
$11.7M 92,815 -189 -0.2%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$11.7M 92,525 -9,033 -9%
OAM
87
Occidental Asset Management
California
$11.6M 91,818 -98 -0.1%
ECM
88
Evergreen Capital Management
Washington
$11.6M 91,742 +1,839 +2%
CA
89
Clearstead Advisors
Ohio
$10.8M 85,939 -807 -0.9%
UB
90
UMB Bank
Missouri
$10.8M 85,641 -3,991 -4%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$10.5M 83,614 -3,760 -4%
JFG
92
JMG Financial Group
Illinois
$9.93M 78,832 +299 +0.4%
FHA
93
First Horizon Advisors
Tennessee
$9.74M 77,351 -4,663 -6%
SC
94
Savant Capital
Illinois
$9.62M 76,368 -1,882 -2%
MCM
95
MAI Capital Management
Ohio
$9.61M 76,249 -2,295 -3%
KPWS
96
Kestra Private Wealth Services
Texas
$9.46M 75,123 +67 +0.1%
AI
97
Accredited Investors
Minnesota
$9.35M 74,197 -5,966 -7%
Citigroup
98
Citigroup
New York
$9.19M 72,932 +50,486 +225%
WFA
99
WestHill Financial Advisors
California
$8.96M 71,119 +1,316 +2%
TFCP
100
Twin Focus Capital Partners
Massachusetts
$8.91M 70,747 -2,135 -3%
2 3
4
5 6