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

iShares Russell Mid-Cap Value ETF logo
$130.49 -0.32 (-0.24%)
As of 05/20/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
510
Total
Institutional Inflows
(last 12 months)
$1.90B
Number of
Institutional Sellers
(last 12 months)
398
Total
Institutional Outflows
(last 12 months)
$1.53B
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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
5/20/2025Belpointe Asset Management LLC8,111$1.02M0.1%+218.6%0.008%
5/20/2025Fortis Capital Advisors LLC8,111$1.02M0.2%N/A0.008%
5/20/2025 Focus Partners Wealth166,739$21.00M0.1%-2.1%0.163%
5/20/2025Flaharty Asset Management LLC556$70K0.0%N/A0.001%
5/20/2025 Strive Asset Management LLC16,240$2.05M1.4%-11.9%0.016%
5/20/2025Integrity Alliance LLC.7,449$938K0.0%N/A0.007%
5/20/2025 Glenview Trust co7,780$980K0.0%-2.3%0.008%
5/19/2025 Jane Street Group LLC41,827$5.27M0.0%N/A0.041%
5/19/2025 SageView Advisory Group LLC15,358$1.94M0.1%-4.8%0.015%
5/19/2025 SCS Capital Management LLC3,001$378K0.0%N/A0.003%
5/16/2025 American Trust4,226$532K0.1%-60.9%0.004%
5/16/2025 Peloton Wealth Strategists13,906$1.75M0.7%+2.3%0.014%
5/16/2025 Ascent Group LLC43,899$5.53M0.2%+0.2%0.043%
5/16/2025 Ashton Thomas Private Wealth LLC16,713$2.11M0.1%-0.9%0.016%
5/16/2025 Goldman Sachs Group Inc.133,075$16.76M0.0%-13.6%0.130%
5/16/2025 Kestra Investment Management LLC1,108$140K0.0%N/A0.001%
5/16/2025 Jones Financial Companies Lllp9,961,017$1.25B1.1%+6.9%9.718%
5/16/2025 NewEdge Advisors LLC53,879$6.79M0.0%-0.4%0.053%
5/16/2025 Integrated Wealth Concepts LLC12,069$1.52M0.0%-2.4%0.012%
5/16/2025 Hancock Whitney Corp3,165$399K0.0%-3.0%0.003%
5/16/2025 Clark Capital Management Group Inc.1,653$208K0.0%-12.3%0.002%
5/16/2025 AQR Capital Management LLC8,080$1.02M0.0%+18.6%0.008%
5/15/2025 EP Wealth Advisors LLC38,454$4.84M0.0%-3.0%0.038%
5/15/2025 Focus Partners Advisor Solutions LLC39,843$5.02M0.1%+0.3%0.039%
5/15/2025 Royal Bank of Canada3,331,471$419.66M0.1%-1.1%3.250%
5/15/2025 Betterment LLC1,710,860$215.52M0.5%-4.7%1.669%
5/15/2025 MAI Capital Management76,249$9.61M0.1%-2.9%0.074%
5/15/2025 Baird Financial Group Inc.105,877$13.34M0.0%-9.8%0.103%
5/15/2025 Evergreen Capital Management LLC91,742$11.56M0.4%+2.0%0.090%
5/15/2025 Oarsman Capital Inc.1,807$228K0.0%-10.4%0.002%
5/15/2025 Earnest Partners LLC70,261$8.85M0.0%-46.1%0.069%
5/14/2025 Ieq Capital LLC4,693$591K0.0%-18.0%0.005%
5/14/2025 Widmann Financial Services Inc.23,419$2.95M2.3%+3.0%0.023%
5/14/2025 Corebridge Financial Inc.2,300$290K0.0%-11.5%0.002%
5/14/2025 Comerica Bank105,447$13.28M0.1%+1.9%0.103%
5/14/2025 Freedom Investment Management Inc.14,764$1.86M0.2%-7.8%0.014%
5/14/2025 RPg Family Wealth Advisory LLC9,018$1.14M0.3%N/A0.009%
5/14/2025 Synovus Financial Corp70,528$8.88M0.1%+1.1%0.069%
5/14/2025 Northwestern Mutual Wealth Management Co.353,733$44.56M0.0%+0.2%0.345%
5/14/2025 Sax Wealth Advisors LLC4,574$576K0.0%+40.6%0.004%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
5/14/2025 Strategies Wealth Advisors LLC2,420$305K0.0%N/A0.002%
5/14/2025 Kestra Advisory Services LLC178,596$22.50M0.1%-1.8%0.174%
5/14/2025 Broadview Financial Management LLC10,730$1.35M1.0%-1.3%0.010%
5/14/2025 Wescott Financial Advisory Group LLC216,782$27.31M2.8%-5.8%0.211%
5/14/2025 Monetary Management Group Inc.5,350$674K0.2%+12.6%0.005%
5/14/2025 Ameriprise Financial Inc.1,091,185$137.38M0.0%-8.9%1.065%
5/14/2025 Bragg Financial Advisors Inc4,240$534K0.0%-6.2%0.004%
5/14/2025 CW Advisors LLC10,580$1.34M0.0%+70.6%0.010%
5/14/2025 Summit Financial LLC6,168$777K0.0%-62.5%0.006%
5/14/2025 Estate Counselors LLC30,250$3.81M0.4%N/A0.030%
5/14/2025 United Asset Strategies Inc.16,714$2.11M0.2%+2.2%0.016%
5/14/2025 Flow Traders U.S. LLC3,101$391K0.0%N/A0.003%
5/14/2025 PGIM Custom Harvest LLC8,871$1.12M0.0%-1.8%0.009%
5/14/2025 TFB Advisors LLC15,927$2.01M0.6%+2.5%0.016%
5/14/2025 Luts & Greenleigh Group Inc.8,462$1.07M1.1%-1.0%0.008%
5/14/2025 Dorsey & Whitney Trust CO LLC2,005$253K0.0%-25.2%0.002%
5/14/2025 Asset Management Group Inc.151,190$19.05M3.5%-0.3%0.148%
5/14/2025 Capital Analysts LLC8,397$1.06M0.0%+2.0%0.008%
5/14/2025 Berkshire Asset Management LLC PA3,236$408K0.0%+4.1%0.003%
5/14/2025 Hsbc Holdings PLC113,747$14.33M0.0%+7.5%0.111%
5/14/2025 Fuller & Thaler Asset Management Inc.18,738$2.36M0.0%-65.8%0.018%
5/14/2025 RWA Wealth Partners LLC27,775$3.50M0.0%-0.6%0.027%
5/14/2025 Wellington Management Group LLP175,806$22.15M0.0%N/A0.172%
5/13/2025 Aptus Capital Advisors LLC12,021$1.51M0.0%+5.8%0.012%
5/13/2025 Northern Trust Corp177,484$22.36M0.0%+31.8%0.173%
5/13/2025 Mill Creek Capital Advisors LLC55,749$7.02M0.2%-9.7%0.054%
5/13/2025 Freestone Capital Holdings LLC5,442$686K0.0%+2.7%0.005%
5/13/2025 LWM Advisors Inc.32,137$4.05M4.2%+0.6%0.031%
5/13/2025 Cascade Financial Partners LLC2,806$353K0.0%-11.4%0.003%
5/13/2025 Steward Partners Investment Advisory LLC119,408$15.04M0.1%+4.4%0.116%
5/13/2025 Intrepid Financial Planning Group LLC12,697$1.60M0.7%+0.9%0.012%
5/13/2025 Aldebaran Capital LLC40,045$5.04M4.8%-0.9%0.039%
5/13/2025 Raymond James Financial Inc.693,998$87.42M0.0%-8.1%0.677%
5/13/2025 Cresset Asset Management LLC14,945$1.88M0.0%+14.8%0.015%
5/13/2025 Twin Focus Capital Partners LLC70,747$8.91M1.4%-2.9%0.069%
5/13/2025 Nations Financial Group Inc. IA ADV14,316$1.80M0.1%-5.3%0.014%
5/13/2025 American Century Companies Inc.619,916$78.09M0.0%N/A0.605%
5/13/2025 EverSource Wealth Advisors LLC12,907$1.63M0.1%-2.0%0.013%
5/13/2025 Brandywine Global Investment Management LLC615$77K0.0%+129.5%0.001%
5/13/2025 Trivium Point Advisory LLC11,295$1.42M0.2%-1.8%0.011%
5/13/2025 Kovitz Investment Group Partners LLC22,028$2.78M0.0%+58.6%0.021%
5/13/2025 Boston Partners9,060$1.13M0.0%-33.1%0.009%
5/13/2025 Heck Capital Advisors LLC11,604$1.46M0.2%+76.8%0.011%
5/13/2025 MSH Capital Advisors LLC23,282$2.93M0.9%-2.7%0.023%
5/13/2025 Russell Investments Group Ltd.978$123K0.0%+94.8%0.001%
5/13/2025 HighTower Advisors LLC222,485$28.03M0.0%+35.9%0.217%
5/13/2025 Nuance Investments LLC97,008$12.22M0.8%-24.8%0.095%
5/12/2025 Financial Engines Advisors L.L.C.16,337$2.06M0.0%-1.9%0.016%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,700$341K0.0%-80.7%0.003%
5/12/2025 Meridian Wealth Management LLC9,319$1.17M0.1%+1.7%0.009%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
5/12/2025 Cooper Financial Group3,469$437K0.1%-5.8%0.003%
5/12/2025 Benjamin Edwards Inc.10,178$1.28M0.0%+14.6%0.010%
5/12/2025 Condor Capital Management21,593$2.72M0.3%-17.4%0.021%
5/12/2025 Koss Olinger Consulting LLC8,382$1.06M0.1%N/A0.008%
5/12/2025 First Western Trust Bank3,558$448K0.0%-8.8%0.003%
5/12/2025 Townsquare Capital LLC18,818$2.37M0.0%+1.2%0.018%
5/12/2025 Zions Bancorporation National Association UT1,204,677$151.75M9.6%N/A1.175%
5/12/2025 Savvy Advisors Inc.5,154$649K0.1%+25.3%0.005%
5/12/2025 National Bank of Canada FI3,680$464K0.0%-12.7%0.004%
5/12/2025 Citigroup Inc.72,932$9.19M0.0%+224.9%0.071%
(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, 886 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Value ETF. The most heavily invested institutionals were TIAA FSB ($1.42B), Jones Financial Companies Lllp ($1.25B), Morgan Stanley ($849.83M), US Bancorp DE ($548.65M), Bank of America Corp DE ($542.96M), Wells Fargo & Company MN ($526.31M), and Envestnet Portfolio Solutions Inc. ($496.91M).Learn more on IWS's institutional investors.

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

Of the 702 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 Portfolio Solutions Inc. ($4.27M), Accredited Investors Inc. ($2.26M), Jones Financial Companies Lllp ($1.57M), American Century Companies Inc. ($1.36M), and Zions Bancorporation National Association UT ($1.20M).

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

Institutional investors have bought a total of 66,443,262 shares in the last 24 months. This purchase volume represents approximately $7.52B in transactions.

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

Of the 563 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: TIAA Trust National Association ($8.62M), Envestnet Asset Management Inc. ($3.58M), Victory Capital Management Inc. ($977.90K), Commerce Bank ($574.49K), Wells Fargo & Company MN ($535.80K), First Citizens Bank & Trust Co. ($526.98K), and Commonwealth Equity Services LLC ($350.96K).

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

Institutional investors have sold a total of 22,047,679 shares in the last 24 months. This volume of shares sold represents approximately $2.59B in transactions.



This page (NYSEARCA:IWS) was last updated on 5/21/2025 by MarketBeat.com Staff
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