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.
15% more funds holding in top 10
Funds holding in top 10: 27 → 31 (+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: 946 → 923 (-23)
28% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 350
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$95.9M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$80.7M |
| 3 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$52M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.9M |
| 5 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$59.2M |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$48M |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$38.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$36.4M |
| 5 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$32.2M |
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.