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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

905 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 280 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
-8
Holders Change %
-0.88%
% of All Funds
12.14%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.39%
New
63
Increased
280
Reduced
321
Closed
54
Calls
$1.89M
Puts
–
Net Calls
+$1.89M
Net Calls Change
+$731K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.42B
2
SW
SVB Wealth
Massachusetts
$36.8M
3
PLFA
Pacific Life Fund Advisors
California
$83.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$32.8M
5
Morgan Stanley
Morgan Stanley
New York
$1.08B

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$302M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$367M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$340M
4
American Century Companies
American Century Companies
Missouri
$0
5
ZBNA
Zions Bancorporation, National Association
Utah
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$14.8M -$14.5M -109,517 -49%
FWM
77
FSA Wealth Management
Massachusetts
$14.6M -$481K -3,638 -3%
FTS
78
Fifth Third Securities
Ohio
$14.4M +$193K +1,463 +1%
WA
79
Waverly Advisors
Alabama
$14.2M -$273K -2,068 -2%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$13.9M -$82.1K -621 -0.6%
Comerica Bank
81
Comerica Bank
Texas
$13.6M -$317K -2,402 -2%
PCG
82
Prosperity Consulting Group
Maryland
$13.1M +$843K +6,382 +7%
ECM
83
Evergreen Capital Management
Washington
$12.8M +$667K +5,047 +6%
BF
84
BOK Financial
Oklahoma
$12.5M +$7.4K +56 +0.1%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$12.4M -$88.7K -657 -0.7%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$12.3M -$151K -1,139 -1%
OAM
87
Occidental Asset Management
California
$12.2M +$90.1K +682 +0.7%
JIC
88
Johnson Investment Counsel
Ohio
$11.7M -$773K -5,851 -6%
CA
89
Clearstead Advisors
Ohio
$11.3M -$29.6K -224 -0.3%
FHA
90
First Horizon Advisors
Tennessee
$10.9M +$721K +5,459 +7%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$10.9M -$195K -1,477 -2%
KPWS
92
Kestra Private Wealth Services
Texas
$10.5M +$571K +4,322 +6%
MCM
93
MAI Capital Management
Ohio
$10.5M +$378K +2,861 +4%
JFG
94
JMG Financial Group
Illinois
$10.4M -$55.2K -418 -0.5%
UB
95
UMB Bank
Missouri
$10.3M -$979K -7,408 -9%
SC
96
Savant Capital
Illinois
$10.1M +$25.9K +196 +0.3%
SW
97
Simplicity Wealth
New Jersey
$9.71M +$5.31M +40,151 +120%
SF
98
Synovus Financial
Georgia
$9.64M +$321K +2,427 +3%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$9.55M +$441K +3,337 +5%
WFA
100
WestHill Financial Advisors
California
$9.42M +$26.3K +199 +0.3%
2 3
4
5 6