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iShares Russell Mid-Cap Value ETF (IWS) Institutional Ownership

$123.20
+1.19 (+0.98%)
(As of 05/24/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Number of
Institutional Buyers
(last 12 months)
420
Total
Institutional Inflows
(last 12 months)
$5.65B
Number of
Institutional Sellers
(last 12 months)
374
Total
Institutional Outflows
(last 12 months)
$1.06B
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IWS Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisor Networks LLC208,736$26.16M0.1%+5.9%0.199%
5/24/2024 Cetera Advisors LLC54,061$6.78M0.1%+11.1%0.052%
5/24/2024 Cetera Investment Advisers295,739$37.07M0.1%+648.3%0.282%
5/22/2024 Koesten Hirschmann & Crabtree INC.1,108$139K0.1%N/A0.001%
5/21/2024 Atria Investments Inc25,337$3.18M0.0%-6.9%0.024%
5/17/2024 Citizens Financial Group Inc. RI1,614$202K0.0%N/A0.002%
5/17/2024 First Citizens Asset Management Inc.191,539$24.01M7.0%+0.5%0.183%
5/17/2024 New Covenant Trust Company N.A.626$78K0.1%N/A0.001%
5/17/2024 XML Financial LLC42,050$5.27M0.5%-53.5%0.040%
5/17/2024 First Western Trust Bank5,453$683K0.0%-19.2%0.005%
5/17/2024 Beacon Capital Management LLC458$57K0.0%+255.0%0.000%
5/17/2024 Pineridge Advisors LLC1,306$164K0.1%-50.0%0.001%
5/17/2024 Comerica Bank114,030$14.29M0.1%-6.6%0.109%
5/17/2024 Creekmur Asset Management LLC495$62K0.0%-28.9%0.000%
5/16/2024 FSA Wealth Management LLC113,138$14.18M6.2%+2.8%0.108%
5/16/2024 B. Riley Wealth Advisors Inc.30,857$3.87M0.1%+22.7%0.029%
5/16/2024 Kennedy Capital Management LLC9,262$1.16M0.0%-84.4%0.009%
5/16/2024 Waverly Advisors LLC105,966$13.28M0.3%-12.6%0.101%
5/16/2024 Captrust Financial Advisors150,774$18.90M0.1%-28.4%0.144%
5/15/2024 Ascent Group LLC29,140$3.65M0.3%+9.3%0.028%
5/15/2024 Earnest Partners LLC80,397$10.08M0.0%+73.1%0.077%
5/15/2024 SVB Wealth LLC200,455$25.12M0.6%+94.6%0.191%
5/15/2024 BOKF NA104,249$12.97M0.2%-1.0%0.100%
5/15/2024 Kestra Advisory Services LLC174,740$21.90M0.1%+2.9%0.167%
5/14/2024 Biltmore Family Office LLC396$50K0.0%+27.7%0.000%
5/14/2024 Ariel Investments LLC1,880$236K0.0%-70.4%0.002%
5/14/2024 EP Wealth Advisors LLC34,526$4.33M0.1%-2.4%0.033%
5/14/2024 Freestone Capital Holdings LLC6,045$758K0.0%+1.5%0.006%
5/14/2024 CreativeOne Wealth LLC1,987$249K0.0%N/A0.002%
5/14/2024 Forte Capital LLC ADV62,319$7.81M1.0%-2.9%0.060%
5/14/2024 Evermay Wealth Management LLC1,310$164K0.0%+2,325.9%0.001%
5/14/2024 American International Group Inc.6,365$798K0.0%-42.5%0.006%
5/13/2024 Bessemer Group Inc.13,791$1.73M0.0%+43.7%0.013%
5/13/2024 O Shaughnessy Asset Management LLC718$90K0.0%+16.4%0.001%
5/13/2024 Rockport Wealth LLC6,152$771K0.3%N/A0.006%
5/11/2024 Cynosure Group LLC3,252$408K0.1%-18.5%0.003%
5/10/2024 Osaic Holdings Inc.228,469$28.64M0.1%-25.2%0.205%
5/10/2024 Rodgers & Associates LTD147,922$18.54M2.4%-2.4%0.133%
5/10/2024 TIAA Trust National Association12,594,490$1.58B4.8%-1.9%11.306%
5/10/2024 Vanguard Group Inc.19,473$2.44M0.0%+3.1%0.017%
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5/10/2024 Broadview Financial Management LLC12,594$1.58M1.1%+5.1%0.011%
5/10/2024 Nicolet Advisory Services LLC1,803$224K0.0%-44.3%0.002%
5/10/2024 First Foundation Advisors8,763$1.10M0.0%+12.0%0.008%
5/10/2024 ARK & TLK Investments LLC28,477$3.57M1.1%-4.3%0.026%
5/10/2024 Truepoint Inc.9,606$1.20M0.0%+31.5%0.009%
5/10/2024 Wintrust Investments LLC13,927$1.75M0.2%+1.5%0.013%
5/9/2024 Brighton Jones LLC19,884$2.49M0.1%-2.4%0.018%
5/9/2024 Orion Portfolio Solutions LLC9,343$1.17M0.0%-72.6%0.008%
5/9/2024 Blair William & Co. IL23,548$2.95M0.0%-14.0%0.021%
5/9/2024 HBK Sorce Advisory LLC28,143$3.53M0.1%-7.0%0.025%
5/9/2024 Kingsview Wealth Management LLC10,980$1.38M0.0%-7.0%0.010%
5/9/2024 Condor Capital Management25,575$3.21M0.3%+1.4%0.023%
5/9/2024 SageView Advisory Group LLC3,255$408K0.0%-22.6%0.003%
5/9/2024 Private Management Group Inc.7,479$937K0.0%+3.2%0.007%
5/9/2024 BHK Investment Advisors LLC13,080$1.64M0.6%+37.9%0.012%
5/8/2024 Foundation Wealth Management LLC1,661$208K0.2%N/A0.001%
5/8/2024 Cozad Asset Management Inc.6,602$827K0.1%-2.3%0.006%
5/8/2024 Baltimore Washington Financial Advisors Inc.7,543$945K0.1%-4.4%0.007%
5/8/2024 Advisors Preferred LLC132,840$16.53M2.8%-13.7%0.119%
5/8/2024 Bleakley Financial Group LLC49,944$6.26M0.2%-2.0%0.045%
5/8/2024 Heritage Wealth Advisors469,101$58.79M2.1%+0.3%0.421%
5/8/2024 Avantax Advisory Services Inc.115,371$14.46M0.1%-3.3%0.104%
5/8/2024 US Bancorp DE4,078,360$511.16M0.7%+2.9%3.661%
5/8/2024 Mycio Wealth Partners LLC5,916$742K0.2%-6.5%0.005%
5/8/2024 QRG Capital Management Inc.2,184$274K0.0%-23.7%0.002%
5/8/2024 New Republic Capital LLC547$69K0.0%-43.8%0.000%
5/7/2024 Meeder Advisory Services Inc.2,381$298K0.0%N/A0.002%
5/7/2024 Meeder Asset Management Inc.24,949$3.13M0.2%-1.3%0.022%
5/7/2024 Pointe Capital Management LLC6,152$771K0.5%+131.5%0.006%
5/7/2024 Bedel Financial Consulting Inc.10,424$1.31M0.2%+3.0%0.009%
5/7/2024 Anchor Capital Advisors LLC142,729$17.89M0.5%-55.9%0.128%
5/7/2024 Allegheny Financial Group LTD4,983$625K0.2%-32.7%0.004%
5/7/2024 WealthPLAN Partners LLC2,996$375K0.0%+3.8%0.003%
5/7/2024 CarsonAllaria Wealth Management Ltd.1,595$200K0.1%+545.7%0.001%
5/7/2024 Tectonic Advisors LLC11,152$1.40M0.1%+58.8%0.010%
5/7/2024 Smithfield Trust Co1,019$129K0.0%-7.7%0.001%
5/7/2024 Facet Wealth Inc.3,186$389K0.0%+25.2%0.003%
5/7/2024 NTV Asset Management LLC2,626$329K0.1%+32.2%0.002%
5/7/2024 Oppenheimer Asset Management Inc.2,067$259K0.0%-95.9%0.002%
5/7/2024 Oppenheimer & Co. Inc.25,788$3.23M0.1%+0.4%0.023%
5/7/2024 Nuance Investments LLC59,066$7.42M0.2%-27.8%0.053%
5/7/2024 Wealthspire Advisors LLC10,358$1.30M0.0%-3.7%0.009%
5/7/2024 Insight 2811 Inc.16,490$2.07M1.1%-1.2%0.015%
5/6/2024 Envestnet Portfolio Solutions Inc.4,046,878$507.20M1.9%+29.4%3.633%
5/6/2024 SYM FINANCIAL Corp1,743$218K0.0%-8.0%0.002%
5/6/2024 Cohen Capital Management Inc.2,720$341K0.1%-18.5%0.002%
5/4/2024 McClarren Financial Advisors Inc.251$31K0.0%-26.8%0.000%
5/4/2024 Geneos Wealth Management Inc.16,304$2.04M0.1%-1.9%0.015%
5/4/2024 Csenge Advisory Group11,409$1.43M0.1%+76.7%0.010%
5/4/2024 Richardson Financial Services Inc.2,601$326K0.2%-3.4%0.002%
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5/3/2024 Wittenberg Investment Management Inc.15,762$1.98M0.7%-24.1%0.014%
5/3/2024 FDx Advisors Inc.2,562$321K0.0%-11.8%0.002%
5/3/2024 STAR Financial Bank19,484$2.44M2.1%+2.2%0.017%
5/3/2024 Forte Asset Management LLC1,985$249K0.2%N/A0.002%
5/3/2024 TFB Advisors LLC14,268$1.70M0.6%+3.5%0.013%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,940$243K0.0%N/A0.002%
5/3/2024 Rehmann Capital Advisory Group12,317$1.54M0.1%-2.0%0.011%
5/3/2024 Etfidea LLC87,679$10.99M3.7%+4.3%0.079%
5/3/2024 Commerce Bank2,531,059$317.22M2.1%-5.7%2.272%
5/3/2024 Whittier Trust Co. of Nevada Inc.18,381$2.30M0.1%-8.0%0.017%
(Data available from 1/1/2016 forward)

IWS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWS shares?

During the previous two years, 813 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.58B), TIAA FSB ($1.42B), Jones Financial Companies Lllp ($874.37M), Morgan Stanley ($849.83M), US Bancorp DE ($511.16M), Envestnet Portfolio Solutions Inc. ($507.20M), and Wells Fargo & Company MN ($480.71M).Learn more on IWS's institutional investors.

Which institutional investors have been buying iShares Russell Mid-Cap Value ETF stock?

Of the 665 institutional investors that purchased iShares Russell Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($24.53M), TIAA Trust National Association ($12.83M), Envestnet Asset Management Inc. ($4.56M), First Citizens Bank & Trust Co. ($4.19M), Envestnet Portfolio Solutions Inc. ($4.05M), American Century Companies Inc. ($2.25M), and Osaic Holdings Inc. ($1.16M).

How much institutional buying is happening at iShares Russell Mid-Cap Value ETF?

Institutional investors have bought a total of 69,341,426 shares in the last 24 months. This purchase volume represents approximately $7.43B in transactions.

Which iShares Russell Mid-Cap Value ETF major shareholders have been selling company stock?

Of the 526 institutional investors that sold iShares Russell Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($6.02M), TIAA FSB ($4.48M), First Citizens Bank & Trust Co. ($2.74M), Victory Capital Management Inc. ($1.47M), American Century Companies Inc. ($760.73K), Commerce Bank ($638.40K), and Wells Fargo & Company MN ($535.80K).

How much institutional selling is happening at iShares Russell Mid-Cap Value ETF?

Institutional investors have sold a total of 26,379,066 shares in the last 24 months. This volume of shares sold represents approximately $2.79B in transactions.


This page (NYSEARCA:IWS) was last updated on 5/25/2024 by MarketBeat.com Staff

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