iShares Russell Mid-Cap Value ETF
993 hedge funds and large institutions have $11.3B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 337 increasing their positions, 267 reducing their positions, and 56 closing their positions.
129% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 56
26% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 267
17% more funds holding in top 10
Funds holding in top 10: 29 → 34 (+5)
6% more funds holding
Funds holding: 935 → 993 (+58)
2% more capital invested
Capital invested by funds: $11.1B → $11.3B (+$212M)
0.45% more ownership
Funds ownership: 78.62% → 79.07% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$78.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$23.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.9M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$20.7M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$130M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$47.4M |
| 3 |
Morgan Stanley
New York
|
-$24.3M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$23.5M |
| 5 |
MWM
Moran Wealth Management
Naples,
Florida
|
-$23.5M |
IWS Hedge Fund Activity: Q4 2025 in Review
993 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q4 2025, worth a combined $11.3B — up 1.9% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new IWS positions and 56 closed out — a net gain of 72 holders — while 337 added to existing stakes and 267 trimmed.
The largest buyer was Bank of America, adding an estimated $78.4M. The largest seller was Victory Capital Management, cutting an estimated $130M.
- 993 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q4 2025, up from 935 in Q3 2025.
- Funds reported $11.3B of iShares Russell Mid-Cap Value ETF stock for Q4 2025, up 1.9% quarter-over-quarter.
- 128 funds opened new iShares Russell Mid-Cap Value ETF positions in Q4 2025 and 56 closed out, a net change of +72 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q4 2025 was Bank of America, an estimated $78.4M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q4 2025 was Victory Capital Management, an estimated $130M sold.
Based on aggregated 13F filings for Q4 2025.