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

iShares Russell Mid-Cap Value ETF logo
$138.63 -0.34 (-0.24%)
Closing price 04:10 PM Eastern
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$138.64 +0.01 (+0.01%)
As of 05:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Current
Institutional Ownership
Percentage
80.17%
Number of
Institutional Buyers
(last 12 months)
547
Total
Institutional Inflows
(last 12 months)
$2.03B
Number of
Institutional Sellers
(last 12 months)
429
Total
Institutional Outflows
(last 12 months)
$1.09B
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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
8/27/2025 Orion Porfolio Solutions LLC10,161$1.34M0.0%-21.6%0.010%
8/26/2025 Thrivent Financial for Lutherans10,923$1.44M0.0%-32.0%0.011%
8/21/2025 Clarion Wealth Managment Partners LLC9,814$1.30M1.4%N/A0.010%
8/19/2025 B. Riley Wealth Advisors Inc.9,932$1.31M0.1%N/A0.010%
8/19/2025 Cape Investment Advisory Inc.2,097$277K0.1%-4.5%0.002%
8/19/2025 Advisory Services Network LLC16,877$2.27M0.0%+50.2%0.017%
8/18/2025 Geneos Wealth Management Inc.21,393$2.83M0.1%+7.4%0.021%
8/18/2025 Hollencrest Capital Management399$53K0.0%N/A0.000%
8/16/2025 Evergreen Capital Management LLC96,789$12.79M0.4%+5.5%0.097%
8/16/2025 Headlands Technologies LLC1,560$206K0.0%-26.8%0.002%
8/15/2025 Corient Private Wealth LLC112,229$14.83M0.0%-49.4%0.112%
8/15/2025 Equitable Holdings Inc.445,974$58.93M0.5%-5.2%0.447%
8/15/2025 Captrust Financial Advisors158,581$20.96M0.0%+7.1%0.159%
8/15/2025 Keel Point LLC5,616$742K0.0%+129.4%0.006%
8/15/2025 Two Sigma Securities LLC4,810$636K0.1%N/A0.005%
8/15/2025 Orion Porfolio Solutions LLC51,890$6.86M0.0%+300.3%0.052%
8/15/2025 MML Investors Services LLC62,213$8.22M0.0%-3.8%0.062%
8/15/2025 Monograph Wealth Advisors LLC1,933$255K0.0%N/A0.002%
8/15/2025 Modern Wealth Management LLC2,563$339K0.0%+25.9%0.003%
8/15/2025 IHT Wealth Management LLC5,897$779K0.0%+5.7%0.006%
8/15/2025 EP Wealth Advisors LLC37,317$4.93M0.0%-3.0%0.037%
8/15/2025 Benjamin Edwards Inc.10,387$1.37M0.0%+2.1%0.010%
8/15/2025 BNP Paribas Financial Markets248,581$32.85M0.0%+397.2%0.249%
8/15/2025 Bishop & Co Investment Management LLC136,686$18.06M6.5%-2.4%0.137%
8/15/2025 Bank of America Corp DE3,759,738$496.81M0.0%+0.4%3.767%
8/15/2025 AFT Forsyth & Company Inc.2,062$272K0.1%-9.0%0.002%
8/15/2025 Ameriprise Financial Inc.1,128,123$149.48M0.0%+3.4%1.130%
8/14/2025 Vista Capital Partners Inc.2,214$293K0.0%N/A0.002%
8/14/2025 First Citizens Asset Management Inc.140,151$18.52M7.2%+7.0%0.140%
8/14/2025 Ausdal Financial Partners Inc.9,244$1.22M0.1%-6.4%0.009%
8/14/2025 Raymond James Financial Inc.537,009$70.96M0.0%-22.6%0.538%
8/14/2025 Betterment LLC1,639,610$216.66M0.5%-4.2%1.643%
8/14/2025 Quantinno Capital Management LP6,232$824K0.0%+65.6%0.006%
8/14/2025 HUB Investment Partners LLC5,367$709K0.0%-7.8%0.005%
8/14/2025 FAS Wealth Partners Inc.20,697$2.74M0.2%+0.7%0.021%
8/14/2025 NewEdge Advisors LLC59,905$7.92M0.0%+11.2%0.060%
8/14/2025 CoreFirst Bank & Trust865$114K0.1%N/A0.001%
8/14/2025 SVB Wealth LLC278,757$36.84M2.0%N/A0.279%
8/14/2025 Transce3nd LLC3,676$486K0.2%+37.4%0.004%
8/14/2025 Cary Street Partners Financial LLC6,236$824K0.0%+1.6%0.006%
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8/14/2025 Cerity Partners LLC16,376$2.17M0.0%-3.6%0.016%
8/13/2025 Gamco Investors INC. ET AL1,535$203K0.0%N/A0.002%
8/13/2025 PGIM Custom Harvest LLC9,504$1.26M0.0%+7.1%0.010%
8/13/2025 StoneX Group Inc.6,387$844K0.0%+11.9%0.006%
8/13/2025 Vance Wealth LLC27,971$3.70M1.2%-28.3%0.028%
8/13/2025 SageView Advisory Group LLC10,569$1.44M0.1%-31.2%0.011%
8/13/2025 Cresset Asset Management LLC13,724$1.81M0.0%-8.2%0.014%
8/13/2025 Gateway Wealth Partners LLC2,996$396K0.1%N/A0.003%
8/13/2025 Brown Advisory Inc.22,189$2.93M0.0%-1.8%0.022%
8/13/2025 Baird Financial Group Inc.105,256$13.91M0.0%-0.6%0.105%
8/13/2025 Kennedy Capital Management LLC27,395$3.62M0.1%-44.2%0.027%
8/13/2025 EverSource Wealth Advisors LLC4,759$629K0.0%-63.1%0.005%
8/13/2025 CW Advisors LLC14,562$1.92M0.0%+37.6%0.015%
8/13/2025 Peloton Wealth Strategists14,078$1.86M0.7%+1.2%0.014%
8/13/2025 Twin Peaks Wealth Advisors LLC3,849$522K0.2%N/A0.004%
8/13/2025 Nicolet Bankshares Inc.7,292$964K0.2%+175.8%0.007%
8/13/2025 RPg Family Wealth Advisory LLC11,535$1.52M0.4%+27.9%0.012%
8/13/2025 WCG Wealth Advisors LLC12,281$1.62M0.1%-11.4%0.012%
8/13/2025 Beacon Pointe Advisors LLC11,100$1.47M0.0%-2.4%0.011%
8/13/2025 M&T Bank Corp170,528$22.53M0.1%-3.0%0.171%
8/13/2025 Prossimo Advisors LLC5,680$751K0.6%-20.9%0.006%
8/13/2025 VestGen Advisors LLC27,489$3.63M0.1%+0.5%0.028%
8/13/2025 Lido Advisors LLC343,702$45.42M0.2%+2.4%0.344%
8/13/2025 Hsbc Holdings PLC114,969$15.19M0.0%+1.1%0.115%
8/13/2025 Northwestern Mutual Wealth Management Co.274,503$36.27M0.0%-22.4%0.275%
8/13/2025 Johnson Financial Group Inc.6,531$863K0.0%+160.4%0.007%
8/13/2025 Stevens Capital Partners4,597$615K0.2%+35.4%0.005%
8/13/2025 Elevation Point Wealth Partners LLC300$40K0.0%N/A0.000%
8/13/2025 Baltimore Washington Financial Advisors Inc.7,301$965K0.0%-2.6%0.007%
8/13/2025 Choreo LLC17,791$2.35M0.0%-2.7%0.018%
8/13/2025 Russell Investments Group Ltd.2,607$344K0.0%+166.6%0.003%
8/12/2025 Boston Partners5,140$682K0.0%-43.3%0.005%
8/12/2025 J.W. Cole Advisors Inc.5,891$778K0.0%+167.0%0.006%
8/12/2025 Financial Advocates Investment Management2,091$276K0.0%-28.1%0.002%
8/12/2025 Laurel Wealth Advisors LLC32,771$4.33M0.0%+13,114.1%0.033%
8/12/2025 Steward Partners Investment Advisory LLC123,104$16.27M0.1%+3.1%0.123%
8/12/2025 Quadcap Wealth Management LLC1,566$207K0.0%N/A0.002%
8/12/2025 Global Retirement Partners LLC19,075$2.52M0.1%N/A0.019%
8/12/2025 Private Management Group Inc.7,735$1.02M0.0%+5.6%0.008%
8/12/2025 Cozad Asset Management Inc.8,988$1.19M0.1%+5.5%0.009%
8/12/2025 Franklin Resources Inc.7,043$931K0.0%-45.8%0.007%
8/12/2025 Journey Strategic Wealth LLC1,881$249K0.0%N/A0.002%
8/12/2025 MAI Capital Management79,110$10.45M0.1%+3.8%0.079%
8/12/2025 JPMorgan Chase & Co.677,579$89.54M0.0%-2.1%0.679%
8/12/2025 Auxano Advisors LLC6,323$836K0.2%-4.9%0.006%
8/12/2025 ADE LLC7,639$1.01M0.5%+11.9%0.008%
8/12/2025 Howe & Rusling Inc.256$34K0.0%+1,180.0%0.000%
8/11/2025 Kingdom Financial Group LLC.30,768$4.07M3.6%-29.1%0.031%
8/11/2025 FineMark National Bank & Trust10,063$1.33M0.0%-24.9%0.010%
8/11/2025 Heritage Wealth Advisors515,391$68.10M3.2%+0.4%0.517%
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8/11/2025 Pineridge Advisors LLC1,232$163K0.1%+18.6%0.001%
8/11/2025 HHM Wealth Advisors LLC493$65K0.0%+532.1%0.000%
8/11/2025 Wealthspire Advisors LLC37,832$5.00M0.0%+6.7%0.038%
8/11/2025 Perennial Investment Advisors LLC5,186$685K0.1%-6.0%0.005%
8/11/2025 Wescott Financial Advisory Group LLC214,295$28.32M2.7%-1.1%0.215%
8/11/2025 United Advisor Group LLC2,331$308K0.1%N/A0.002%
8/11/2025 Wittenberg Investment Management Inc.3,478$460K0.2%N/A0.003%
8/11/2025 Mosaic Family Wealth Partners LLC7,393$977K0.1%+51.1%0.007%
8/11/2025 FSA Wealth Management LLC110,646$14.62M4.8%-3.2%0.111%
8/8/2025 Rockefeller Capital Management L.P.151,934$20.08M0.1%-9.3%0.152%
(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, 902 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Value ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($1.26B), Morgan Stanley ($849.83M), Wells Fargo & Company MN ($526.31M), Bank of America Corp DE ($496.81M), TIAA Trust National Association ($448.34M), Royal Bank of Canada ($419.66M), and Envestnet Portfolio Solutions Inc. ($366.70M).Learn more on iShares Russell Mid-Cap Value ETF's institutional investors.

What percentage of iShares Russell Mid-Cap Value ETF's stock is owned by institutional investors?

80.17% of iShares Russell Mid-Cap Value ETF's stock is owned by institutional investors. Learn more on IWS's institutional investor holdings.

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

Of the 737 institutional investors that purchased iShares Russell Mid-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($12.84M), Envestnet Portfolio Solutions Inc. ($4.27M), Jones Financial Companies Lllp ($2.30M), Accredited Investors Inc. ($2.26M), American Century Companies Inc. ($1.36M), Zions Bancorporation National Association UT ($1.20M), and International Assets Investment Management LLC ($914.45K).

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

Institutional investors have bought a total of 15,727,143 shares in the last 24 months. This purchase volume represents approximately $2.03B in transactions.

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

Of the 429 institutional investors that sold iShares Russell Mid-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($2.07M), Envestnet Portfolio Solutions Inc. ($1.17M), TIAA Trust National Association ($407.14K), First Citizens Bank & Trust Co. ($337.18K), Victory Capital Management Inc. ($314.90K), Corient Private Wealth LLC ($292.25K), and Zions Bancorporation National Association UT ($236.42K).

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

Institutional investors have sold a total of 8,319,173 shares in the last 24 months. This volume of shares sold represents approximately $1.09B in transactions.



This page (NYSEARCA:IWS) was last updated on 8/28/2025 by MarketBeat.com Staff
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