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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
HAFS
176
Hapanowicz & Associates Financial Services
Pennsylvania
$3.19M -$348K -2,671 -10%
FCP
177
Fidelis Capital Partners
Florida
$3.12M +$7.29K +56 +0.2%
FC
178
Forte Capital
New York
$3.11M -$171K -1,310 -5%
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$3.1M -$6.77K -52 -0.2%
William Blair & Company
180
William Blair & Company
Illinois
$3.09M -$51.6K -396 -2%
HSA
181
HBK Sorce Advisory
Pennsylvania
$3.06M -$2.87K -22 -0.1%
PWAM
182
Private Wealth Asset Management
Iowa
$3.03M +$3.13M +24,062 New
HIA
183
Harbor Investment Advisory
Maryland
$2.98M
WFS
184
Widmann Financial Services
Maryland
$2.95M +$88.7K +681 +3%
MCA
185
MSH Capital Advisors
Arizona
$2.93M -$84.4K -648 -3%
Brown Advisory
186
Brown Advisory
Maryland
$2.85M +$352K +2,705 +14%
ANB
187
Amarillo National Bank
Texas
$2.85M
OC
188
Oppenheimer & Co
New York
$2.83M -$50.9K -391 -2%
GVAG
189
Great Valley Advisor Group
Delaware
$2.8M -$35.7K -274 -1%
ET
190
Equitable Trust
Tennessee
$2.8M +$493K +3,786 +20%
AI
191
Atria Investments
North Carolina
$2.78M -$801K -6,151 -22%
Kovitz Investment Group Partners
192
Kovitz Investment Group Partners
Illinois
$2.77M -$37.6K -289 -1%
MEG
193
Millstone Evans Group
Colorado
$2.76M -$43.9K -337 -2%
CCM
194
Condor Capital Management
New Jersey
$2.72M -$590K -4,534 -17%
SPC
195
Sigma Planning Corp
Michigan
$2.71M +$302K +2,318 +12%
NFW
196
Noble Family Wealth
Florida
$2.65M
NAAA
197
New Age Alpha Advisors
New York
$2.64M +$2.73M +20,991 New
SYBT
198
Stock Yards Bank & Trust
Kentucky
$2.62M -$85K -653 -3%
FPF
199
First Pacific Financial
Washington
$2.61M -$10.5K -81 -0.4%
AB
200
Atlas Brown
Kentucky
$2.6M -$11.5K -88 -0.4%

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.