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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
12.13%
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
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
+$98.4M
2
SW
SVB Wealth
Massachusetts
+$36.8M
3
PLFA
Pacific Life Fund Advisors
California
+$30.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$26.2M
5
Morgan Stanley
Morgan Stanley
New York
+$21.4M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$274M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$155M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$99.8M
4
American Century Companies
American Century Companies
Missouri
-$78.1M
5
ZBNA
Zions Bancorporation, National Association
Utah
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
126
Farmers & Merchants Investments Inc
Nebraska
$5.76M -$22.7K -172 -0.4%
MBI
127
May Barnhard Investments
Maryland
$5.67M -$23.5K -178 -0.4%
NW
128
NewEdge Wealth
Pennsylvania
$5.5M +$173K +1,289 +3%
P
129
&Partners
Tennessee
$5.36M +$323K +2,444 +6%
AC
130
Aldebaran Capital
Indiana
$5.22M -$76.5K -579 -1%
FPAS
131
Focus Partners Advisor Solutions
Missouri
$5.18M -$86.7K -656 -2%
NAAA
132
New Age Alpha Advisors
New York
$5.1M +$2.32M +17,570 +84%
WANY
133
Wealthspire Advisors (New York)
New York
$5M +$312K +2,360 +7%
FMC
134
First Merchants Corp
Indiana
$5M +$83.1K +629 +2%
IP
135
Investment Partners
Ohio
$4.97M +$461K +3,485 +10%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$4.95M +$202K +1,532 +4%
MG
137
Mather Group
Illinois
$4.94M -$3.17K -24 -0.1%
Principal Financial Group
138
Principal Financial Group
Iowa
$4.94M -$515K -3,900 -9%
EWA
139
EP Wealth Advisors
California
$4.93M -$150K -1,137 -3%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$4.86M +$91.8K +695 +2%
CB
141
Community Bank
New York
$4.58M -$257K -1,945 -5%
WMWM
142
Whitaker-Myers Wealth Managers
Ohio
$4.57M +$746K +5,646 +19%
CA
143
CoreCap Advisors
Michigan
$4.54M -$661 -5 -0%
BMWS
144
Brady Martz Wealth Solutions
North Dakota
$4.29M -$152K -1,152 -3%
FFN
145
Focus Financial Network
Minnesota
$4.25M +$88.7K +671 +2%
LA
146
LWM Advisors
California
$4.25M -$1.45K -11 -0%
KFG
147
Kingdom Financial Group
Arizona
$4.07M -$1.67M -12,647 -29%
T. Rowe Price Associates
148
T. Rowe Price Associates
Maryland
$4.06M – – –
PGFC
149
Peapack-Gladstone Financial Corp
New Jersey
$4.02M -$1.98K -15 -0%
GIM
150
Glenmede Investment Management
Pennsylvania
$4.01M +$4.01M +30,356 New
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6
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