IWS icon

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
12.14%
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 %
BIM
151
Bridges Investment Management
Nebraska
$3.97M – – –
AllianceBernstein
152
AllianceBernstein
Tennessee
$3.91M +$2.62M +19,842 +204%
RFC
153
Regions Financial Corp
Alabama
$3.91M -$396 -3 -0%
FWP
154
Falcon Wealth Planning
California
$3.77M -$327K -2,474 -8%
ATI
155
ARK & TLK Investments
Oklahoma
$3.76M – – –
FFL
156
Future Fund LLC
Illinois
$3.7M +$3.7M +27,975 New
VW
157
Vance Wealth
California
$3.7M -$1.46M -11,034 -28%
NFC
158
Northeast Financial Consultants
Connecticut
$3.68M – – –
RWP
159
RWA Wealth Partners
Massachusetts
$3.68M +$5.95K +45 +0.2%
AG
160
Ascent Group
Virginia
$3.67M -$2.13M -16,110 -37%
CWM
161
Connecticut Wealth Management
Connecticut
$3.65M – – –
VA
162
VestGen Advisors
Illinois
$3.63M +$17.4K +132 +0.5%
KCM
163
Kennedy Capital Management
Missouri
$3.62M -$2.86M -21,657 -44%
Citadel Advisors
164
Citadel Advisors
Florida
$3.62M +$2.4M +18,129 +196%
FCP
165
Fidelis Capital Partners
Florida
$3.53M +$97.9K +732 +3%
CHC
166
City Holding Co
West Virginia
$3.5M -$8.85K -67 -0.3%
MT
167
Midwest Trust
Kansas
$3.35M +$3.35M +25,341 New
SFG
168
Sage Financial Group
Pennsylvania
$3.27M -$88.5K -670 -3%
HAFS
169
Hapanowicz & Associates Financial Services
Pennsylvania
$3.27M -$73.9K -559 -2%
WFS
170
Widmann Financial Services
Maryland
$3.24M +$144K +1,092 +5%
William Blair & Company
171
William Blair & Company
Illinois
$3.22M -$17K -129 -0.5%
BOSSRA
172
B.O.S.S. Retirement Advisors
Utah
$3.18M +$473K +3,582 +18%
MCA
173
MSH Capital Advisors
Arizona
$3.14M +$65.4K +495 +2%
HIA
174
Harbor Investment Advisory
Maryland
$3.12M – – –
HSA
175
HBK Sorce Advisory
Pennsylvania
$3.12M -$84.6K -640 -3%
5 6
7
8 9