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

iShares Russell Mid-Cap Value ETF logo
$132.97 -2.17 (-1.61%)
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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)
512
Total
Institutional Inflows
(last 12 months)
$1.96B
Number of
Institutional Sellers
(last 12 months)
399
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025McAdam LLC49,117$6.49M0.4%+33.2%0.049%
7/15/2025Total Wealth Planning LLC3,852$509K0.1%+8.1%0.004%
7/15/2025TD Private Client Wealth LLC9,318$1.23M0.0%-8.2%0.009%
7/15/2025James J. Burns & Company LLC49,516$6.54M1.1%+2.5%0.049%
7/15/2025Cranbrook Wealth Management LLC3,007$397K0.1%-2.5%0.003%
7/15/2025Fifth Third Bancorp119,792$15.83M0.1%-8.2%0.119%
7/15/2025Forte Capital LLC ADV22,521$2.98M0.3%-8.8%0.022%
7/15/2025RTD Financial Advisors Inc.140,569$18.58M2.4%-17.0%0.140%
7/14/2025 Occidental Asset Management LLC92,500$12.22M1.7%+0.7%0.092%
7/14/2025 Brady Martz Wealth Solutions LLC32,480$4.29M0.8%-3.4%0.032%
7/14/2025 AdvisorNet Financial Inc5,648$746K0.0%-69.4%0.006%
7/14/2025 LaFleur & Godfrey LLC1,560$206K0.0%N/A0.002%
7/14/2025 GAMMA Investing LLC1,393$184K0.0%+12.6%0.001%
7/14/2025 Farmers & Merchants Investments Inc.43,589$5.76M0.2%-0.4%0.043%
7/14/2025 Parkshore Wealth Management Inc.5,663$748K0.4%-13.5%0.006%
7/14/2025 Park Avenue Securities LLC55,485$7.33M0.1%+67.8%0.055%
7/14/2025 Sowell Financial Services LLC8,157$1.08M0.0%+96.5%0.008%
7/11/2025 Annex Advisory Services LLC4,901$648K0.0%+26.6%0.005%
7/11/2025 Farther Finance Advisors LLC4,994$660K0.0%-18.9%0.005%
7/11/2025 UMB Bank n.a.78,233$10.34M0.2%-8.7%0.078%
7/11/2025 My Legacy Advisors LLC9,975$1.36M0.5%-5.6%0.010%
7/11/2025 Thomasville National Bank6,191$818K0.1%-8.6%0.006%
7/11/2025 Luts & Greenleigh Group Inc.8,859$1.17M1.1%+4.7%0.009%
7/11/2025 Grove Bank & Trust3,197$422K0.1%+14.3%0.003%
7/10/2025 Fulton Bank N.A.2,839$375K0.0%+28.2%0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC91,868$12.40M0.0%-0.7%0.092%
7/10/2025 KMG Fiduciary Partners LLC50,336$6.65M0.5%+5.1%0.050%
7/10/2025 Signal Advisors Wealth LLC3,353$443K0.0%-25.1%0.003%
7/10/2025 Focus Financial Network Inc.32,155$4.25M0.2%+2.1%0.032%
7/10/2025 Sovran Advisors LLC2,400$322K0.0%-10.7%0.002%
7/9/2025 Navigation Wealth Management Inc.1,845$244K0.4%N/A0.002%
7/9/2025 Pallas Capital Advisors LLC3,636$480K0.0%-12.7%0.004%
7/9/2025 Goelzer Investment Management Inc.16,148$2.13M0.1%-2.1%0.016%
7/9/2025 Breakwater Capital Group2,905$384K0.1%+3.7%0.003%
7/9/2025 Inspirion Wealth Advisors LLC59,813$7.90M1.0%-0.1%0.060%
7/9/2025 Berkshire Bank13,606$1.80M0.4%-6.0%0.014%
7/9/2025 WestHill Financial Advisors Inc.71,318$9.42M2.0%+0.3%0.071%
7/8/2025 Lpwm LLC221,668$29.29M8.5%+4.6%0.221%
7/8/2025 Atlas Brown Inc.20,778$2.75M0.9%+0.8%0.021%
7/8/2025 21 West Wealth Management LLC3,422$452K0.5%N/A0.003%
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7/8/2025 NBC Securities Inc.6,665$880K0.1%+1.3%0.007%
7/8/2025 Apella Capital LLC3,338$447K0.0%+12.2%0.003%
7/8/2025 Parallel Advisors LLC9,890$1.31M0.0%+68.8%0.010%
7/7/2025 Whitaker Myers Wealth Managers LTD.34,605$4.57M1.2%+19.5%0.034%
7/7/2025 LBJ Family Wealth Advisors Ltd.126,510$16.72M9.7%+0.4%0.126%
7/3/2025 City Center Advisors LLC4,228$559K0.6%+1.9%0.004%
7/2/2025 Marotta Asset Management1,617$214K0.0%-15.0%0.002%
6/6/2025eCIO Inc.1,369$172K0.1%N/A0.001%
5/28/2025Jones Financial Companies Lllp10,056,638$1.26B1.1%+7.9%9.884%
5/21/2025McAdam LLC36,884$4.65M0.3%-30.7%0.036%
5/21/2025Geneos Wealth Management Inc.19,924$2.51M0.1%+1.7%0.019%
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%
5/20/2025Focus Partners Wealth166,739$21.00M0.1%-2.1%0.163%
5/20/2025Flaharty Asset Management LLC556$70K0.0%N/A0.001%
5/20/2025Strive Asset Management LLC16,240$2.05M1.4%-11.9%0.016%
5/20/2025Integrity Alliance LLC.7,449$938K0.0%N/A0.007%
5/20/2025Glenview Trust co7,780$980K0.0%-2.3%0.008%
5/19/2025Jane Street Group LLC41,827$5.27M0.0%N/A0.041%
5/19/2025SageView Advisory Group LLC15,358$1.94M0.1%-4.8%0.015%
5/19/2025SCS Capital Management LLC3,001$378K0.0%N/A0.003%
5/16/2025American Trust4,226$532K0.1%-60.9%0.004%
5/16/2025Peloton Wealth Strategists13,906$1.75M0.7%+2.3%0.014%
5/16/2025Ascent Group LLC43,899$5.53M0.2%+0.2%0.043%
5/16/2025Ashton Thomas Private Wealth LLC16,713$2.11M0.1%-0.9%0.016%
5/16/2025Goldman Sachs Group Inc.133,075$16.76M0.0%-13.6%0.124%
5/16/2025Kestra Investment Management LLC1,108$140K0.0%N/A0.001%
5/16/2025Jones Financial Companies Lllp9,961,017$1.25B1.1%+6.9%9.718%
5/16/2025NewEdge Advisors LLC53,879$6.79M0.0%-0.4%0.053%
5/16/2025Integrated Wealth Concepts LLC12,069$1.52M0.0%-2.4%0.012%
5/16/2025Hancock Whitney Corp3,165$399K0.0%-3.0%0.003%
5/16/2025Clark Capital Management Group Inc.1,653$208K0.0%-12.3%0.002%
5/16/2025AQR Capital Management LLC8,080$1.02M0.0%+18.6%0.008%
5/15/2025EP Wealth Advisors LLC38,454$4.84M0.0%-3.0%0.038%
5/15/2025Focus Partners Advisor Solutions LLC39,843$5.02M0.1%+0.3%0.039%
5/15/2025Royal Bank of Canada3,331,471$419.66M0.1%-1.1%3.250%
5/15/2025Betterment LLC1,710,860$215.52M0.5%-4.7%1.669%
5/15/2025MAI Capital Management76,249$9.61M0.1%-2.9%0.074%
5/15/2025Baird Financial Group Inc.105,877$13.34M0.0%-9.8%0.103%
5/15/2025Evergreen Capital Management LLC91,742$11.56M0.4%+2.0%0.090%
5/15/2025Oarsman Capital Inc.1,807$228K0.0%-10.4%0.002%
5/15/2025Earnest Partners LLC70,261$8.85M0.0%-46.1%0.069%
5/14/2025Ieq Capital LLC4,693$591K0.0%-18.0%0.005%
5/14/2025Widmann Financial Services Inc.23,419$2.95M2.3%+3.0%0.023%
5/14/2025Corebridge Financial Inc.2,300$290K0.0%-11.5%0.002%
5/14/2025Comerica Bank105,447$13.28M0.1%+1.9%0.103%
5/14/2025Freedom Investment Management Inc.14,764$1.86M0.2%-7.8%0.014%
5/14/2025RPg Family Wealth Advisory LLC9,018$1.14M0.3%N/A0.009%
5/14/2025Synovus Financial Corp70,528$8.88M0.1%+1.1%0.069%
5/14/2025Northwestern Mutual Wealth Management Co.353,733$44.56M0.0%+0.2%0.345%
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5/14/2025Sax Wealth Advisors LLC4,574$576K0.0%+40.6%0.004%
5/14/2025Strategies Wealth Advisors LLC2,420$305K0.0%N/A0.002%
5/14/2025Kestra Advisory Services LLC178,596$22.50M0.1%-1.8%0.174%
5/14/2025Broadview Financial Management LLC10,730$1.35M1.0%-1.3%0.010%
5/14/2025Wescott Financial Advisory Group LLC216,782$27.31M2.8%-5.8%0.211%
5/14/2025Monetary Management Group Inc.5,350$674K0.2%+12.6%0.005%
5/14/2025Ameriprise Financial Inc.1,091,185$137.38M0.0%-8.9%1.065%
5/14/2025Bragg Financial Advisors Inc4,240$534K0.0%-6.2%0.004%
5/14/2025CW Advisors LLC10,580$1.34M0.0%+70.6%0.010%
5/14/2025Summit Financial LLC6,168$777K0.0%-62.5%0.006%
(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, 882 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 ($1.26B), 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 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 701 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: Bishop & Co Investment Management LLC ($24.53M), TIAA Trust National Association ($12.83M), Envestnet Portfolio Solutions Inc. ($4.27M), Jones Financial Companies Lllp ($2.30M), Accredited Investors Inc. ($2.26M), 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 15,340,100 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

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

Of the 399 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: TIAA Trust National Association ($8.38M), First Citizens Bank & Trust Co. ($334.49K), Commonwealth Equity Services LLC ($323.48K), Victory Capital Management Inc. ($314.90K), Commerce Bank ($220.33K), Zions Bancorporation N.A. ($191.33K), and Corient Private Wealth LLC ($182.74K).

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

Institutional investors have sold a total of 12,417,775 shares in the last 24 months. This volume of shares sold represents approximately $1.53B in transactions.


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This page (NYSEARCA:IWS) was last updated on 7/15/2025 by MarketBeat.com Staff
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