iShares Russell Mid-Cap Value

IWS • ARCA

iShares Russell Mid-Cap Value is an exchange-traded fund on ARCA. As of Q3 2025, 914 institutional investors hold shares in this ETF, with total holdings valued at $11.1B. JONES FINANCIAL COMPANIES LLLP is the largest holder with a position valued at $1.4B.

Overview

Overview of institutional ownership in IWS as of Q3 2025

All Institutions

Institutions: 914
Value Held: $11.1B
Shares Held: 79.3M
Avg Position: $12.1M
Median Position: $534.6K

Hedge Funds

Hedge Funds: 8
Value Held: $13.3M
Shares Held: 95.2K
Avg Position: $1.7M
Median Position: $1.4M

Biggest Investors

Institutions with the largest positions in IWS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
J JONES FINANCIAL COMPANIES LLLP Institution	-	$1.4B 0.95% of portfolio	10.0M shares	≤ Q2 2013 Held for 12y 5m+	$146.70B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.2B 0.07% of portfolio	8.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$524.0M 0.11% of portfolio	3.8M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$513.3M 0.04% of portfolio	3.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
T TIAA TRUST, NATIONAL ASSOCIATION Institution	-	$478.7M 1.16% of portfolio	3.4M shares	Q3 2023 Held for 2y 2m	$41.2B
Envestnet Portfolio Solutions, Inc. Long Only Manager	Christopher Russell Todd CEO	$394.3M 1.47% of portfolio	2.8M shares	Q3 2023 Held for 2y 2m	$26.8B
F FIRST CITIZENS BANK & TRUST CO Institution	-	$377.0M 8.13% of portfolio	2.7M shares	Q4 2016 Held for 8y 11m	$4.6B
R ROYAL BANK OF CANADA Institution	-	$342.4M 0.06% of portfolio	2.5M shares	≤ Q2 2013 Held for 12y 5m+	$542.04B
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$305.8M 0.36% of portfolio	2.2M shares	≤ Q2 2013 Held for 12y 5m+	$84.3B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$289.6M 0.41% of portfolio	2.1M shares	Q4 2017 Held for 7y 11m	$71.1B

Net Capital Flow

Institutional buying and selling activity for IWS in Q3 2025

Traded: −$14.6M
Buyers: 355
Sellers: 361
Total Bought: +$336.5M
Total Sold: −$351.2M
Avg Position: $11.4M

Biggest Buyers

Institution	Net Bought	Current Position
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	+$105.2M +753.3K shares	$105.2M 753.3K shares
Moran Wealth Management, LLC RIA/Wealth	+$23.8M +170.1K shares	$23.8M 170.1K shares
FIRST CITIZENS INVESTOR SERVICES, INC. RIA/Wealth	+$19.7M +140.8K shares	$19.7M 140.8K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	+$12.9M +92.3K shares	$13.8M 98.5K shares
MORGAN STANLEY RIA/Wealth	+$12.0M +86.1K shares	$1.2B 8.2M shares
F FIRST CITIZENS BANK & TRUST CO Institution	+$11.2M +80.0K shares	$377.0M 2.7M shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	+$10.8M +77.4K shares	$11.1M 79.8K shares
Cetera Investment Advisers RIA/Wealth	+$9.4M +67.3K shares	$56.2M 402.4K shares
JPMORGAN CHASE & CO Institution	+$7.6M +54.5K shares	$102.3M 732.1K shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	+$6.7M +48.2K shares	$394.3M 2.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
J JONES FINANCIAL COMPANIES LLLP Institution	−$105.2M −757.2K shares	$1.4B 10.0M shares
B BNP PARIBAS ARBITRAGE, SA Institution	−$28.2M −201.7K shares	$6.5M 46.8K shares
SRS Capital Advisors, Inc. RIA/Wealth	−$19.4M −142.2K shares	Sold Off 0 shares
R ROYAL BANK OF CANADA Institution	−$17.4M −124.5K shares	$342.4M 2.5M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$16.9M −121.3K shares	$289.6M 2.1M shares
H HSBC HOLDINGS PLC Institution	−$15.2M −115.0K shares	Sold Off 0 shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$13.3M −95.4K shares	$305.8M 2.2M shares
BANK OF AMERICA CORP /DE/ Institution	−$11.8M −84.6K shares	$513.3M 3.7M shares
COMMERCE BANK RIA/Wealth	−$9.4M −67.6K shares	$282.1M 2.0M shares
NORTHERN TRUST CORP Institution	−$7.8M −55.8K shares	$16.6M 118.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IWS in Q3 2025

New Positions: 36
New Value: $157.9M
Exited Positions: 55
Exited Value: $51.5M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$105.2M 753.3K shares
Moran Wealth Management, LLC RIA/Wealth	$23.8M 170.1K shares
FIRST CITIZENS INVESTOR SERVICES, INC. RIA/Wealth	$19.7M 140.8K shares
LMG Wealth Partners, LLC RIA/Wealth	$2.6M 18.3K shares
R RMB Capital Management, LLC RIA/Wealth	$1.2M 8.6K shares
Granite Harbor Advisors, Inc. RIA/Wealth	$563.8K 4.0K shares
GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth	$515.0K 3.7K shares
V Vise Technologies, Inc. Institution	$490.9K 3.5K shares
L LongView Wealth Management RIA/Wealth	$422.5K 3.0K shares
Fortitude Family Office, LLC Family Office	$413.4K 3.0K shares

Exited Positions

Institution	Previous Position
SRS Capital Advisors, Inc. RIA/Wealth	$19.4M 142.2K shares
H HSBC HOLDINGS PLC Institution	$15.2M 115.0K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$4.3M 32.8K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$2.3M 17.1K shares
W WCG Wealth Advisors LLC Institution	$1.6M 12.3K shares
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager	$759.8K 5.8K shares
Prossimo Advisors, LLC Family Office	$750.6K 5.7K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$698.6K 5.3K shares
T TWO SIGMA SECURITIES, LLC Institution	$635.6K 4.8K shares
Transce3nd, LLC RIA/Wealth	$485.7K 3.7K shares

Options Activity

Institutions with the largest Call and Put options positions in IWS as of Q3 2025

Call Positions: 2
Call Value: $2.4M
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.4M 172.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IWS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
L LBJ Family Wealth Advisors, Ltd. Family Office	Faith Creighton Vincent CIO	9.60% $17.5M	125.6K shares	Q4 2014 Held for 10y 11m	$182.7M
Pacific Life Fund Advisors LLC Fund of Funds	Howard Tomio Hirakawa President	8.88% $86.6M	620.1K shares	Q1 2025 Held for 8 months	$974.8M
L LPWM LLC Institution	-	8.40% $31.5M	225.3K shares	Q4 2019 Held for 5y 11m	$374.8M
F FIRST CITIZENS BANK & TRUST CO Institution	-	8.13% $377.0M	2.7M shares	Q4 2016 Held for 8y 11m	$4.6B
First Citizens Asset Management, Inc. RIA/Wealth	Michael Christopher Wilson President	7.71% $21.6M	154.9K shares	Q4 2022 Held for 2y 11m	$280.4M
FIRST CITIZENS INVESTOR SERVICES, INC. RIA/Wealth	David Lee Biliter President	7.60% $19.7M	140.8K shares	Q3 2025 Held for 2 months	$258.8M
C Cedar Mountain Advisors, LLC RIA/Wealth	Adam Lee Woods Managing Partner	6.86% $35.2M	252.3K shares	Q4 2019 Held for 5y 11m	$513.6M
STEPHENS GROUP ASSET MANAGEMENT, LLC RIA/Wealth	Alan Bradley Tedford CEO	6.70% $99.5M	712.2K shares	Q4 2017 Held for 7y 11m	$1.5B
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Institution	Paul E. Burdiss CEO	6.60% $133.6M	956.9K shares	Q1 2025 Held for 8 months	$2.0B
Bishop & Co Investment Management, LLC RIA/Wealth	Michael William Bishop President	6.53% $19.5M	139.8K shares	Q4 2015 Held for 9y 11m	$299.0M

Hedge Fund Spotlight

Discover hedge funds investing in IWS

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in iShares Russell Mid-Cap Value

Market Value: $1.3M
Shares Held: 9.6K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%