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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
FWP
201
FAS Wealth Partners
Kansas
$2.59M -$175K -1,344 -6%
BOSSRA
202
B.O.S.S. Retirement Advisors
Utah
$2.58M -$169K -1,297 -6%
MFG
203
Merit Financial Group
Georgia
$2.5M -$175K -1,342 -6%
WIC
204
Whitegate Investment Counselors
New Hampshire
$2.5M
AI
205
Auour Investments
Massachusetts
$2.49M -$1.31M -10,092 -33%
BJL
206
Brighton Jones LLC
Washington
$2.47M -$136K -1,044 -5%
EAM
207
Eukles Asset Management
Ohio
$2.44M -$25.1K -193 -1%
BBHC
208
Brown Brothers Harriman & Co
New York
$2.37M +$1.19M +9,104 +93%
TC
209
TownSquare Capital
Utah
$2.37M +$28.4K +218 +1%
Fuller & Thaler Asset Management
210
Fuller & Thaler Asset Management
California
$2.36M -$4.68M -35,973 -66%
AF
211
Advisornet Financial
Minnesota
$2.32M +$21.7K +167 +0.9%
BlackRock
212
BlackRock
New York
$2.31M -$1.82M -14,007 -43%
CL
213
Choreo LLC
Illinois
$2.3M -$142K -1,093 -6%
TA
214
Tectonic Advisors
Texas
$2.29M +$267K +2,052 +13%
WB
215
WesBanco Bank
West Virginia
$2.29M -$26K -200 -1%
WT
216
Whittier Trust
California
$2.28M
TCM
217
Telos Capital Management
California
$2.27M +$110K +842 +5%
Vanguard Group
218
Vanguard Group
Pennsylvania
$2.24M +$35.4K +272 +2%
WTB
219
Washington Trust Bank
Washington
$2.22M +$817K +6,276 +55%
FCI
220
Financial Counselors Inc
Kansas
$2.21M +$197K +1,516 +9%
WTC
221
WhitTier Trust Company
Nevada
$2.2M -$43.1K -331 -2%
Cerity Partners
222
Cerity Partners
New York
$2.14M -$866K -6,648 -28%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$2.12M +$206K +1,583 +11%
UAS
224
United Asset Strategies
New York
$2.11M +$47.1K +362 +2%
ATPW
225
Ashton Thomas Private Wealth
Arizona
$2.11M -$19.3K -148 -0.9%

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.