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

iShares Russell Mid-Cap Value ETF logo
$166.48 +1.55 (+0.94%)
As of 07/24/2026 04:10 PM Eastern
Compare

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)
523
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
414
Total
Institutional Outflows
(last 12 months)
$845.59M
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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
7/16/2026 Processus Wealth & Capital Management LLC46,612$7.67M2.6%+1.6%0.049%
7/10/2026 Abound Wealth Management240$40K0.0%+135.3%0.000%
7/10/2026 Processus Wealth & Capital Management LLC46,612$7.67M4.5%+1.6%0.049%
7/10/2026 Heck Capital Advisors LLC17,216$2.83M0.2%-12.7%0.018%
7/10/2026 Ocean Park Asset Management LLC4,156$684K0.0%N/A0.004%
7/10/2026 Diversified Management Inc.2,875$473K0.1%-48.7%0.003%
7/10/2026 City Holding Co.28,459$4.68M0.5%+5.4%0.030%
7/10/2026 KMG Fiduciary Partners LLC17,912$2.95M0.3%-64.5%0.019%
7/10/2026 Wealthcare Advisory Partners LLC7,393$1.22M0.0%+3.8%0.008%
7/9/2026 Revolve Wealth Partners LLC5,836$961K0.1%-1.9%0.006%
7/9/2026 LWM Advisors Inc.31,446$5.18M3.9%-3.9%0.033%
7/9/2026 Friday Financial6,966$1.15M0.3%+1.7%0.007%
7/9/2026 Atlas Brown Inc.20,039$3.30M0.9%-1.0%0.021%
7/9/2026 Focus Financial Network Inc.33,437$5.50M0.2%+1.3%0.035%
7/9/2026 Vertrix Wealth Management LLC11,268$1.86M0.6%-7.0%0.012%
7/9/2026 Allied Private Wealth LLC163$27K0.0%N/A0.000%
7/9/2026 Whitaker Myers Wealth Managers LTD.41,232$6.79M1.1%+1.4%0.044%
7/9/2026 GoalVest Advisory LLC531$87K0.0%-18.6%0.001%
7/9/2026 Everhart Financial Group Inc.1,318$217K0.0%N/A0.001%
7/9/2026 Sax Wealth Advisors LLC4,502$741K0.0%+17.1%0.005%
7/9/2026 Valeo Financial Advisors LLC5,038$830K0.0%+9.4%0.005%
7/8/2026 Beacon Bank & Trust12,960$2.13M0.4%-3.5%0.014%
7/8/2026 Cooper Financial Group1,704$280K0.0%-17.2%0.002%
7/8/2026 Apella Capital LLC4,000$663K0.0%-4.6%0.004%
7/8/2026 Evanson Financial LLC3,700$609K0.0%N/A0.004%
7/7/2026 First Citizens Financial Corp1,297$213K0.1%N/A0.001%
7/7/2026 Balefire LLC1,785$294K0.0%N/A0.002%
7/7/2026 GAMMA Investing LLC1,077$177K0.0%+7.5%0.001%
7/7/2026 Avior Wealth Management LLC6,639$1.09M0.0%-3.6%0.007%
7/7/2026 Harbor Investment Advisory LLC24,658$4.06M0.3%+5.6%0.026%
7/7/2026 Canandaigua National Bank & Trust Co.4,838$796K0.1%N/A0.005%
7/2/2026 Versant Capital Management Inc1,505$248K0.0%+8.0%0.002%
7/2/2026 Cedar Mountain Advisors LLC252,713$41.60M7.2%+0.4%0.266%
7/2/2026 CX Institutional599$99K0.0%-18.7%0.001%
7/1/2026 Eastern Bank2,396$394K0.0%+39.4%0.003%
6/24/2026Basecamp Wealth Advisors LLC300$44K0.0%N/A0.000%
6/10/2026FAS Wealth Partners Inc.20,735$3.02M0.2%-0.5%0.022%
6/3/2026CoreFirst Bank & Trust465$68K0.0%-46.2%0.000%
6/3/2026NewEdge Advisors LLC85,023$12.39M0.0%+10.4%0.089%
6/1/2026Keel Point LLC6,835$996K0.1%+19.8%0.007%
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5/29/2026 Mullaney Keating & Wright Inc.40,318$5.88M3.2%-1.6%0.042%
5/26/2026Glenmede Trust Co. NA27,676$4.03M0.0%-3.7%0.029%
5/19/2026McIlrath & Eck LLC614$89K0.0%+19.5%0.001%
5/19/2026Bank of America Corp DE3,567,568$519.94M0.0%-15.8%3.744%
5/19/2026Arkadios Wealth Advisors14,613$2.13M0.0%+6.9%0.015%
5/18/2026EverSource Wealth Advisors LLC3,635$530K0.0%-24.2%0.004%
5/18/2026Royal Bank of Canada2,376,742$346.39M0.1%-0.6%2.494%
5/16/2026Excelsior Advisor Network LLC1,438$210K0.1%N/A0.002%
5/16/2026Quantinno Capital Management LP33,656$4.91M0.0%+17.2%0.035%
5/15/2026Gateway Wealth Partners LLC6,470$943K0.0%+111.7%0.007%
5/15/2026Wealth Watch Advisors INC1,547$225K0.1%+196.9%0.002%
5/15/2026Bradley Foster & Sargent Inc. CT9,891$1.44M0.0%+6.6%0.010%
5/15/2026Matrix Private Capital Group LLC946$138K0.1%N/A0.001%
5/15/2026Waverly Advisors LLC108,057$15.75M0.1%+0.4%0.113%
5/15/2026Asset Management Group Inc.151,776$22.12M3.6%-0.3%0.159%
5/15/2026Van Den Berg Management I Inc.368$54K0.0%-59.7%0.000%
5/15/2026Vivaldi Capital Management LP1,405$205K0.0%N/A0.001%
5/14/2026 Sentinel Advisory Group LLC65,328$9.52M4.6%N/A0.069%
5/14/2026Compound Planning Inc.17,081$2.49M0.1%+739.4%0.018%
5/14/2026Sei Investments Co.5,286$770K0.0%N/A0.006%
5/14/2026MWA Asset Management11,281$1.64M0.9%+2.3%0.012%
5/14/2026Davis R M Inc.5,132$748K0.0%-5.1%0.005%
5/14/2026Lido Advisors LLC321,226$46.82M0.1%+6.9%0.337%
5/13/2026Cetera Investment Advisers431,101$62.83M0.1%-0.3%0.452%
5/13/2026NewEdge Wealth LLC39,092$5.70M0.1%-4.6%0.041%
5/13/2026 First Citizens Bank & Trust Co.2,666,348$388.59M6.8%-2.4%2.798%
5/8/2026Pacific Sun Financial Corp10,877$1.59M0.8%-2.4%0.011%
5/8/2026PNC Financial Services Group Inc.1,251,682$182.42M0.1%-2.4%1.313%
5/8/2026Cassaday & Co Wealth Management LLC1,023,739$149.20M3.2%+1.9%1.074%
5/8/2026JMG Financial Group Ltd.74,147$10.81M0.3%-0.6%0.078%
5/8/2026MWA Asset Management11,282$1.64M0.9%+2.3%0.012%
5/8/2026Johnson Financial Group Inc.7,411$1.08M0.0%+16.2%0.008%
5/7/2026Legacy Wealth Managment LLC ID591$86K0.0%+29.3%0.001%
5/7/2026Earned Wealth Advisors LLC1,500$219K0.0%-6.5%0.002%
5/7/2026Ironwood Investment Counsel LLC16,878$2.46M0.4%-11.1%0.018%
5/7/2026Koss Olinger Consulting LLC5,932$865K0.1%-25.5%0.006%
5/7/2026Next Capital Management LLC3,712$541K0.2%+65.3%0.004%
5/6/2026Bartlett & CO. Wealth Management LLC74,663$11.64M0.2%-7.1%0.078%
5/6/2026FSA Advisors Inc.1,922$280K0.2%N/A0.002%
5/6/2026Modera Wealth Management LLC47,588$6.94M0.1%-0.7%0.050%
5/6/2026Assetmark Inc.39,569$5.77M0.0%-10.3%0.042%
5/6/2026Allspring Global Investments Holdings LLC19,570$2.87M0.0%-56.5%0.021%
5/6/2026Prosperity Consulting Group LLC113,106$16.48M0.7%+1.7%0.119%
5/5/2026Wealthfront Advisers LLC13,145$1.92M0.0%+9.8%0.014%
5/5/2026D.A. Davidson & CO.12,482$1.82M0.0%-30.1%0.013%
5/5/2026Bank of New York Mellon Corp76,849$11.20M0.0%+16.0%0.081%
5/5/2026Geneos Wealth Management Inc.17,604$2.57M0.1%-0.5%0.018%
5/5/2026Luts & Greenleigh Group Inc.9,312$1.36M1.1%+5.0%0.010%
5/5/2026Advisors Preferred LLC38,288$5.58M0.8%N/A0.040%
5/5/2026Sanctuary Advisors LLC54,863$8.00M0.0%-0.5%0.058%
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5/5/2026Sigma Planning Corp24,262$3.54M0.1%+1.0%0.025%
5/5/2026 Nwam LLC2,594$378K0.0%-10.4%0.003%
5/5/2026Avantax Planning Partners Inc.114,135$16.63M0.5%+6.3%0.120%
5/4/2026Calamos Advisors LLC1,726$252K0.0%N/A0.002%
5/4/2026AMG National Trust Bank315,369$45.96M1.0%-1.2%0.331%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,581$376K0.0%-4.3%0.003%
5/4/2026Bryn Mawr Trust Advisors LLC13,693$2.00M0.1%+141.4%0.014%
5/4/2026Bleakley Financial Group LLC44,591$6.50M0.1%-0.3%0.047%
5/4/2026Principal Financial Group Inc.26,225$3.82M0.0%+34.3%0.028%
5/4/2026Bedel Financial Consulting Inc.10,170$1.48M0.2%-1.4%0.011%


IWS Institutional Ownership - Frequently Asked Questions

During the previous two years, 946 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Value ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($1.40B), Morgan Stanley ($1.14B), Wells Fargo & Company MN ($552.55M), Bank of America Corp DE ($519.94M), TIAA Trust National Association ($475.55M), Envestnet Portfolio Solutions Inc. ($402.91M), and First Citizens Bank & Trust Co. ($388.59M).Learn more on iShares Russell Mid-Cap Value ETF's 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.

Of the 791 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: Northwestern Mutual Wealth Management Co. ($3.30M), Accredited Investors Inc. ($2.22M), Jones Financial Companies Lllp ($1.96M), Zions Bancorporation National Association UT ($1.20M), Raymond James Financial Inc. ($798.90K), Pacific Life Fund Advisors LLC ($716.90K), and Anchor Capital Advisors LLC ($671.94K).

Institutional investors have bought a total of 9,983,271 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Of the 410 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: Jones Financial Companies Lllp ($757.18K), Bank of America Corp DE ($753.15K), Commonwealth Equity Services LLC ($272.03K), Zions Bancorporation National Association UT ($256.11K), Corient Private Wealth LLC ($219.65K), BNP Paribas Financial Markets ($201.84K), and US Bancorp DE ($194.84K).

Institutional investors have sold a total of 6,045,514 shares in the last 24 months. This volume of shares sold represents approximately $845.59M in transactions.


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This page (NYSEARCA:IWS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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