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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
HBS
126
Howard Bailey Securities
Indiana
$6.05M +$473K +3,629 +8%
KFP
127
KMG Fiduciary Partners
Ohio
$6.03M +$537K +4,126 +9%
BFG
128
Bleakley Financial Group
New Jersey
$5.85M -$51K -392 -0.8%
GWM
129
Geneos Wealth Management
Colorado
$5.67M +$2.59M +19,897 +102%
AG
130
Ascent Group
Virginia
$5.53M +$12K +92 +0.2%
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$5.51M +$3.13K +24 +0.1%
KFG
132
Kingdom Financial Group
Arizona
$5.47M -$249K -1,910 -4%
MKW
133
Mullaney, Keating & Wright
Connecticut
$5.46M -$71.2K -547 -1%
MBI
134
May Barnhard Investments
Maryland
$5.43M -$338K -2,596 -6%
XF
135
XML Financial
Maryland
$5.27M +$911 +7 +0%
Jane Street
136
Jane Street
New York
$5.27M +$5.45M +41,827 New
Principal Financial Group
137
Principal Financial Group
Iowa
$5.2M +$365K +2,800 +7%
AC
138
Aldebaran Capital
Indiana
$5.04M -$48.4K -372 -0.9%
FPAS
139
Focus Partners Advisor Solutions
Missouri
$5.02M +$14.7K +113 +0.3%
NW
140
NewEdge Wealth
Pennsylvania
$5.01M -$314K -2,414 -6%
VW
141
Vance Wealth
California
$4.91M -$691K -5,309 -12%
EWA
142
EP Wealth Advisors
California
$4.84M -$152K -1,169 -3%
P
143
&Partners
Tennessee
$4.74M -$746K -5,729 -13%
MG
144
Mather Group
Illinois
$4.72M -$911 -7 -0%
FMC
145
First Merchants Corp
Indiana
$4.69M +$1.68M +12,865 +53%
ML
146
McAdam LLC
Pennsylvania
$4.65M -$2.13M -16,321 -31%
CB
147
Community Bank
New York
$4.61M +$112K +860 +2%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$4.55M -$832K -6,388 -15%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$4.53M -$830K -6,371 -15%
WANY
150
Wealthspire Advisors (New York)
New York
$4.47M +$2.53M +19,461 +122%

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.