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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

903 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, 279 increasing their positions, 320 reducing their positions, and 53 closing their positions.

Holders
903
Holders Change
-10
Holders Change %
-1.1%
% of All Funds
12.13%
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
279
Reduced
320
Closed
53
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$882K

Top Buyers

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

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$302M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$367M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$340M
4
American Century Companies
4
American Century Companies
Missouri
$0
5
ZBNA
5
Zions Bancorporation, National Association
Utah
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
MBI
126
May Barnhard Investments
Maryland
$5.67M 42,911 -178 -0.4%
NW
127
NewEdge Wealth
Pennsylvania
$5.5M 41,052 +1,289 +3%
P
128
&Partners
Tennessee
$5.36M 40,526 +2,444 +6%
AC
129
Aldebaran Capital
Indiana
$5.22M 39,466 -579 -1%
FPAS
130
Focus Partners Advisor Solutions
Missouri
$5.18M 39,187 -656 -2%
NAAA
131
New Age Alpha Advisors
New York
$5.1M 38,561 +17,570 +84%
WANY
132
Wealthspire Advisors (New York)
New York
$5M 37,832 +2,360 +7%
FMC
133
First Merchants Corp
Indiana
$5M 37,828 +629 +2%
IP
134
Investment Partners
Ohio
$4.97M 37,639 +3,485 +10%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$4.95M 37,468 +1,532 +4%
MG
136
Mather Group
Illinois
$4.94M 37,415 -24 -0.1%
Principal Financial Group
137
Principal Financial Group
Iowa
$4.94M 37,400 -3,900 -9%
EWA
138
EP Wealth Advisors
California
$4.93M 37,317 -1,137 -3%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$4.86M 36,783 +695 +2%
CB
140
Community Bank
New York
$4.58M 34,663 -1,945 -5%
WMWM
141
Whitaker-Myers Wealth Managers
Ohio
$4.57M 34,605 +5,646 +19%
CA
142
CoreCap Advisors
Michigan
$4.54M 34,351 -5 -0%
BMWS
143
Brady Martz Wealth Solutions
North Dakota
$4.29M 32,480 -1,152 -3%
FFN
144
Focus Financial Network
Minnesota
$4.25M 32,155 +671 +2%
LA
145
LWM Advisors
California
$4.25M 32,126 -11 -0%
KFG
146
Kingdom Financial Group
Arizona
$4.07M 30,768 -12,647 -29%
T. Rowe Price Associates
147
T. Rowe Price Associates
Maryland
$4.06M 30,708 – –
PGFC
148
Peapack-Gladstone Financial Corp
New Jersey
$4.02M 30,445 -15 -0%
GIM
149
Glenmede Investment Management
Pennsylvania
$4.01M 30,356 +30,356 New
BIM
150
Bridges Investment Management
Nebraska
$3.97M 30,048 – –
4 5
6
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