iShares Russell Mid-Cap Value ETF
935 hedge funds and large institutions have $11.1B invested in iShares Russell Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 282 increasing their positions, 309 reducing their positions, and 51 closing their positions.
63% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 51
2% more funds holding
Funds holding: 920 → 935 (+15)
0.26% less ownership
Funds ownership: 78.88% → 78.62% (-0.26%)
4% less capital inflows, than outflows
Capital inflows: $331M | Capital outflows: $345M
9% less repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 309
6% less funds holding in top 10
Funds holding in top 10: 31 → 29 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
+$103M |
| 2 |
Moran Wealth Management
Naples,
Florida
|
+$23.2M |
| 3 |
AssetMark Inc
Concord,
California
|
+$12.6M |
| 4 |
Morgan Stanley
New York
|
+$11.8M |
| 5 |
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$103M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$27.6M |
| 3 |
Arax Advisory Partners
Denver,
Colorado
|
-$19.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$17M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$16.6M |
IWS Hedge Fund Activity: Q3 2025 in Review
935 of the 7,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2025, worth a combined $11.1B — up 5.2% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new IWS positions and 51 closed out — a net gain of 32 holders — while 282 added to existing stakes and 309 trimmed.
The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $103M. The largest seller was Jones Financial Companies, cutting an estimated $103M.
- 935 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2025, up from 920 in Q2 2025.
- Funds reported $11.1B of iShares Russell Mid-Cap Value ETF stock for Q3 2025, up 5.2% quarter-over-quarter.
- 83 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2025 and 51 closed out, a net change of +32 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $103M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q3 2025 was Jones Financial Companies, an estimated $103M sold.
Based on aggregated 13F filings for Q3 2025.