iShares Russell Mid-Cap Value ETF
929 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 59 funds opening new positions, 253 increasing their positions, 351 reducing their positions, and 62 closing their positions.
41% more capital inflows, than outflows
Capital inflows: $650M | Capital outflows: $461M
19% more funds holding in top 10
Funds holding in top 10: 27 → 32 (+5)
0.36% less ownership
Funds ownership: 80.16% → 79.79% (-0.36%)
5% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 62
2% less funds holding
Funds holding: 951 → 929 (-22)
28% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 351
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 |
Pacific Life Fund Advisors
Newport Beach,
California
|
+$52M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.9M |
| 5 |
Bellwether Advisors
Lincoln,
Nebraska
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$59.2M |
| 2 |
Anchor Capital Advisors
Boston,
Massachusetts
|
-$48M |
| 3 |
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
929 of the 7,487 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 $10.9B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of IWS and 59 opened new positions — a net loss of 3 holders — while 351 trimmed existing stakes and 253 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.
- 929 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2025, down from 951 in Q4 2024.
- Funds reported $10.6B of iShares Russell Mid-Cap Value ETF stock for Q1 2025, down 2.4% quarter-over-quarter.
- 59 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2025 and 62 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.