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iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

913 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, 251 increasing their positions, 347 reducing their positions, and 59 closing their positions.

Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
-$652K

Top Buyers

1
ZBNA
1
Zions Bancorporation, National Association
Utah
$152M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.26B
3
American Century Companies
3
American Century Companies
Missouri
$78.1M
4
PLFA
4
Pacific Life Fund Advisors
California
$50.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$22.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$472M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$16.4M
3
SW
3
SVB Wealth
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$477M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$426M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$5.67M 39,489 +19,897 +102%
AG
127
Ascent Group
Virginia
$5.53M 43,899 +92 +0.2%
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$5.51M 43,761 +24 +0.1%
KFG
129
Kingdom Financial Group
Arizona
$5.47M 43,415 -1,910 -4%
HBS
130
Howard Bailey Securities
Indiana
$5.43M 43,117 -1,274 -3%
MBI
131
May Barnhard Investments
Maryland
$5.43M 43,089 -2,596 -6%
XF
132
XML Financial
Maryland
$5.27M 41,844 +7 +0%
Jane Street
133
Jane Street
New York
$5.27M 41,827 +41,827 New
Principal Financial Group
134
Principal Financial Group
Iowa
$5.2M 41,300 +2,800 +7%
AC
135
Aldebaran Capital
Indiana
$5.04M 40,045 -372 -0.9%
FPAS
136
Focus Partners Advisor Solutions
Missouri
$5.02M 39,843 +113 +0.3%
NW
137
NewEdge Wealth
Pennsylvania
$5.01M 39,763 -2,414 -6%
VW
138
Vance Wealth
California
$4.91M 39,005 -5,309 -12%
EWA
139
EP Wealth Advisors
California
$4.84M 38,454 -1,169 -3%
P
140
&Partners
Tennessee
$4.74M 38,082 -5,729 -13%
MG
141
Mather Group
Illinois
$4.72M 37,439 -7 -0%
FMC
142
First Merchants Corp
Indiana
$4.69M 37,199 +12,865 +53%
ML
143
McAdam LLC
Pennsylvania
$4.65M 36,884 -16,321 -31%
CB
144
Community Bank
New York
$4.61M 36,608 +860 +2%
LI
145
LifeWealth Investments
Florida
$4.59M 36,399 +16,009 +79%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$4.55M 36,088 -6,388 -15%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$4.53M 35,936 -6,371 -15%
WANY
148
Wealthspire Advisors (New York)
New York
$4.47M 35,472 +19,461 +122%
CA
149
CoreCap Advisors
Michigan
$4.33M 34,356 +9,521 +38%
IP
150
Investment Partners
Ohio
$4.3M 34,154 -1,326 -4%
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