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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
CA
151
CoreCap Advisors
Michigan
$4.33M +$1.24M +9,521 +38%
IP
152
Investment Partners
Ohio
$4.3M -$173K -1,326 -4%
BMWS
153
Brady Martz Wealth Solutions
North Dakota
$4.24M -$67.6K -519 -2%
SW
154
Simplicity Wealth
New Jersey
$4.2M +$4.09M +31,448 +1,642%
PAS
155
Park Avenue Securities
New York
$4.17M -$430K -3,299 -9%
LA
156
LWM Advisors
California
$4.05M +$23.4K +180 +0.6%
FFN
157
Focus Financial Network
Minnesota
$3.97M +$92.3K +709 +2%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$3.94M -$423K -3,252 -9%
FWP
159
Falcon Wealth Planning
California
$3.9M -$73.2K -562 -2%
T. Rowe Price Associates
160
T. Rowe Price Associates
Maryland
$3.87M
PGFC
161
Peapack-Gladstone Financial Corp
New Jersey
$3.84M -$102K -785 -3%
GT
162
Glenmede Trust
Pennsylvania
$3.83M +$1.4M +10,728 +55%
EC
163
Estate Counselors
Wisconsin
$3.81M +$3.94M +30,250 New
BIM
164
Bridges Investment Management
Nebraska
$3.79M +$7.42K +57 +0.2%
AWS
165
Atria Wealth Solutions
New York
$3.74M -$228K -1,752 -6%
RFC
166
Regions Financial Corp
Alabama
$3.72M +$69.8K +536 +2%
WMWM
167
Whitaker-Myers Wealth Managers
Ohio
$3.65M +$121K +926 +3%
ATI
168
ARK & TLK Investments
Oklahoma
$3.59M
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$3.56M +$3.68M +28,252 New
NFC
170
Northeast Financial Consultants
Connecticut
$3.51M
RWP
171
RWA Wealth Partners
Massachusetts
$3.5M -$20.2K -155 -0.6%
CWM
172
Connecticut Wealth Management
Connecticut
$3.48M
VA
173
VestGen Advisors
Illinois
$3.45M +$3.56M +27,357 New
CHC
174
City Holding Co
West Virginia
$3.35M -$7.29K -56 -0.2%
SFG
175
Sage Financial Group
Pennsylvania
$3.2M -$17.3K -133 -0.5%

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.