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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
TFCP
101
Twin Focus Capital Partners
Massachusetts
$8.91M -$278K -2,135 -3%
SF
102
Synovus Financial
Georgia
$8.88M +$97.4K +748 +1%
EARNEST Partners
103
EARNEST Partners
Georgia
$8.85M -$7.83M -60,145 -46%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$8.68M +$405K +3,109 +5%
AAS
105
Avantax Advisory Services
Texas
$8.3M -$1.74M -13,380 -17%
MML Investors Services
106
MML Investors Services
Massachusetts
$8.15M -$764K -5,864 -8%
PFPT
107
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.75M +$344K +2,644 +4%
CI
108
Conning Inc
Connecticut
$7.61M -$65.5K -503 -0.8%
IWA
109
Inspirion Wealth Advisors
Illinois
$7.55M -$14.5K -111 -0.2%
SEI Investments
110
SEI Investments
Pennsylvania
$7.47M +$7.35M +56,413 +1,970%
SA
111
Sanctuary Advisors
Indiana
$7.11M -$41.3K -317 -0.6%
APP
112
Avantax Planning Partners
Iowa
$7.09M +$282K +2,167 +4%
MCCA
113
Mill Creek Capital Advisors
Pennsylvania
$7.02M -$780K -5,992 -10%
IWM
114
Inlight Wealth Management
Georgia
$6.96M -$39.1K -300 -0.5%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$6.89M -$199K -1,528 -3%
NA
116
NewEdge Advisors
Louisiana
$6.79M -$25.4K -195 -0.4%
PAG
117
Private Advisor Group
New Jersey
$6.59M -$161K -1,240 -2%
PIA
118
Powell Investment Advisors
Florida
$6.47M +$237K +1,823 +4%
PWCM
119
Processus Wealth & Capital Management
Tennessee
$6.4M +$146K +1,125 +2%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$6.3M +$6.51M +49,994 +833,233%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$6.26M +$3.24M +24,852 +100%
KCM
122
Kennedy Capital Management
Missouri
$6.18M -$530K -4,068 -8%
CG
123
Corundum Group
Colorado
$6.15M -$132K -1,011 -2%
MWM
124
Modera Wealth Management
New Jersey
$6.09M -$94.7K -727 -1%
JJBC
125
James J. Burns & Company
New York
$6.09M -$35.8K -275 -0.6%

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.