We are live on ! Find out more
IWS icon

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
WA
76
Waverly Advisors
Alabama
$13.8M -$147K -1,127 -1%
FTS
77
Fifth Third Securities
Ohio
$13.5M +$175K +1,346 +1%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$13.3M -$1.5M -11,486 -10%
Comerica Bank
79
Comerica Bank
Texas
$13.3M +$252K +1,932 +2%
SCM
80
Sterling Capital Management
North Carolina
$13.3M +$159K +1,218 +1%
NI
81
Nuance Investments
Missouri
$12.2M -$4.15M -31,908 -25%
BF
82
BOK Financial
Oklahoma
$11.9M -$584K -4,482 -5%
JIC
83
Johnson Investment Counsel
Ohio
$11.9M -$77.7K -597 -0.6%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$11.9M -$288K -2,209 -2%
PCG
85
Prosperity Consulting Group
Maryland
$11.7M -$24.6K -189 -0.2%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$11.7M -$1.18M -9,033 -9%
OAM
87
Occidental Asset Management
California
$11.6M -$12.8K -98 -0.1%
ECM
88
Evergreen Capital Management
Washington
$11.6M +$239K +1,839 +2%
CA
89
Clearstead Advisors
Ohio
$10.8M -$105K -807 -0.9%
UB
90
UMB Bank
Missouri
$10.8M -$520K -3,991 -4%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$10.5M -$490K -3,760 -4%
JFG
92
JMG Financial Group
Illinois
$9.93M +$38.9K +299 +0.4%
FHA
93
First Horizon Advisors
Tennessee
$9.74M -$607K -4,663 -6%
MCM
94
MAI Capital Management
Ohio
$9.61M -$299K -2,295 -3%
SC
95
Savant Capital
Illinois
$9.56M -$311K -2,386 -3%
KPWS
96
Kestra Private Wealth Services
Texas
$9.46M +$8.72K +67 +0.1%
AI
97
Accredited Investors
Minnesota
$9.35M -$777K -5,966 -7%
Citigroup
98
Citigroup
New York
$9.19M +$6.57M +50,486 +225%
LI
99
LifeWealth Investments
Florida
$9.15M +$6.8M +52,237 +256%
WFA
100
WestHill Financial Advisors
California
$8.96M +$171K +1,316 +2%

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.