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

iShares Russell Mid-Cap Value ETF logo
$121.67 -0.33 (-0.27%)
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Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Number of
Institutional Buyers
(last 12 months)
487
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
377
Total
Institutional Outflows
(last 12 months)
$1.52B
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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
4/25/2025Dougherty Wealth Advisers LLC5,414$682K0.5%+16.7%0.005%
4/25/2025Canandaigua National Bank & Trust Co.4,838$609K0.1%-4.0%0.005%
4/25/2025Ameritas Advisory Services LLC7,748$987K0.0%-34.0%0.007%
4/25/2025Essex Financial Services Inc.4,511$568K0.0%+2.4%0.004%
4/25/2025Sovran Advisors LLC2,687$318K0.0%+3.9%0.003%
4/24/2025Decker Retirement Planning Inc.2,699$340K0.2%+23.9%0.003%
4/24/2025Highland Capital Management LLC4,526$570K0.0%-8.1%0.004%
4/24/2025Kingdom Financial Group LLC.43,415$5.47M4.0%-4.2%0.041%
4/24/2025Money Concepts Capital Corp423,388$53.33M4.0%+11.9%0.402%
4/24/2025Bartlett & CO. Wealth Management LLC83,614$10.53M0.2%-4.3%0.079%
4/24/2025Transcend Capital Advisors LLC9,013$1.14M0.1%+1.7%0.009%
4/24/2025Diversified Trust Co5,012$631K0.0%-13.8%0.005%
4/24/2025Park Place Capital Corp11,470$1.45M0.4%-8.0%0.011%
4/24/2025Falcon Wealth Planning30,968$3.90M0.4%-1.8%0.029%
4/24/2025First Merchants Corp37,199$4.69M0.2%+52.9%0.035%
4/23/2025 Western Wealth Management LLC3,803$479K0.0%+10.1%0.004%
4/23/2025 Sequoia Financial Advisors LLC7,667$966K0.0%+3.0%0.007%
4/23/2025 Pure Financial Advisors LLC11,578$1.46M0.0%+1.3%0.011%
4/23/2025 Perigon Wealth Management LLC2,755$347K0.0%-17.6%0.003%
4/23/2025 Alpine Bank Wealth Management15,170$1.91M0.3%N/A0.014%
4/23/2025 Golden State Wealth Management LLC1,248$157K0.0%+90.8%0.001%
4/23/2025 Bessemer Group Inc.15,127$1.91M0.0%-4.9%0.014%
4/23/2025 Corundum Group Inc.48,818$6.15M2.9%-2.0%0.046%
4/23/2025 Spire Wealth Management4,885$615K0.0%-2.0%0.005%
4/23/2025 Chevy Chase Trust Holdings LLC3,773$475K0.0%-12.1%0.004%
4/23/2025 GHP Investment Advisors Inc.1,797$226K0.0%-4.7%0.002%
4/23/2025 Foundation Wealth Management LLC PA1,853$233K0.1%-13.9%0.002%
4/23/2025 Eagle Strategies LLC12,628$1.59M0.3%+2.7%0.012%
4/23/2025 Oppenheimer & Co. Inc.22,462$2.83M0.0%-1.7%0.021%
4/22/2025 Friday Financial3,556$454K0.3%-11.0%0.003%
4/22/2025 Rodgers & Associates LTD167,407$21.09M2.6%+3.8%0.159%
4/22/2025 Cambridge Investment Research Advisors Inc.35,936$4.53M0.0%-15.1%0.034%
4/22/2025 Sage Financial Group Inc.25,430$3.20M0.3%-0.5%0.024%
4/22/2025 Inlight Wealth Management LLC55,248$6.96M2.2%-0.5%0.052%
4/22/2025 Stonegate Investment Group LLC12,530$1.58M0.0%+8.4%0.012%
4/22/2025 Perfromance Wealth Partners LLC13,722$1.73M0.1%-15.8%0.013%
4/22/2025 ERTS Wealth Advisors LLC9,778$1.23M0.2%-12.7%0.009%
4/21/2025 ORG Partners LLC2,268$286K0.1%-13.2%0.002%
4/21/2025 Trifecta Capital Advisors LLC220$28K0.0%N/A0.000%
4/21/2025 Blue Trust Inc.1,067$134K0.0%-34.7%0.001%
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4/21/2025 Brady Martz Wealth Solutions LLC33,632$4.24M1.0%-1.5%0.032%
4/21/2025 Compass Capital Corp MA ADV2,761$317K0.2%+10.0%0.003%
4/21/2025 Envestnet Portfolio Solutions Inc.3,944,685$496.91M1.9%+1.6%3.748%
4/21/2025 Sterling Investment Counsel LLC3,269$412K0.1%+8.7%0.003%
4/21/2025 WestHill Financial Advisors Inc.71,119$8.96M2.0%+1.9%0.068%
4/21/2025 Johnson Investment Counsel Inc.94,334$11.88M0.1%-0.6%0.090%
4/21/2025 BostonPremier Wealth LLC1,705$215K0.1%-15.6%0.002%
4/21/2025 Community Bank N.A.36,608$4.61M0.6%+2.4%0.035%
4/21/2025 LifeWealth Investments LLC36,399$4.59M1.9%+78.5%0.035%
4/21/2025 Accelerate Investment Advisors LLC1,861$234K0.2%+13.3%0.002%
4/18/2025 Wolf Group Capital Advisors1,784$225K0.1%N/A0.002%
4/18/2025 CENTRAL TRUST Co8,098$1.02M0.0%-2.3%0.008%
4/18/2025 Five Oceans Advisors7,163$902K0.4%-1.3%0.007%
4/18/2025 Global Trust Asset Management LLC836$105K0.1%-87.2%0.001%
4/17/2025 Berkshire Bank14,467$1.82M0.4%+19.3%0.014%
4/17/2025 QRG Capital Management Inc.4,161$524K0.0%+64.3%0.004%
4/17/2025 Sagespring Wealth Partners LLC3,190$402K0.0%-8.6%0.003%
4/17/2025 Carlton Hofferkamp & Jenks Wealth Management LLC6,373$747K0.3%+11.4%0.006%
4/17/2025 Sowell Financial Services LLC4,151$523K0.0%-91.3%0.004%
4/17/2025 Janney Montgomery Scott LLC36,088$4.55M0.0%-15.0%0.034%
4/17/2025 Mission Wealth Management LP2,326$293K0.0%+11.2%0.002%
4/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,776$854K0.2%+2.5%0.006%
4/17/2025 Cyndeo Wealth Partners LLC1,596$201K0.0%N/A0.002%
4/17/2025 Howard Bailey Securities LLC43,117$5.43M2.2%-2.9%0.041%
4/17/2025 Brighton Jones LLC19,626$2.47M0.1%-5.1%0.019%
4/17/2025 Pinion Investment Advisors LLC2,873$362K0.1%-4.6%0.003%
4/17/2025 Pacific Sun Financial Corp11,474$1.45M0.8%-1.7%0.011%
4/17/2025 Affinity Capital Advisors LLC11,066$1.30M0.3%-4.9%0.011%
4/17/2025 Vaughan Nelson Investment Management L.P.1,550$195K0.0%+152.0%0.001%
4/16/2025 TPG Financial Advisors LLC1,736$219K0.1%-6.6%0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC92,525$11.66M0.0%-8.9%0.088%
4/16/2025 RTD Financial Advisors Inc.169,337$21.33M2.9%+3.8%0.161%
4/16/2025 Thomasville National Bank6,770$853K0.1%-12.0%0.006%
4/16/2025 Rockland Trust Co.4,796$604K0.0%-2.0%0.005%
4/16/2025 May Barnhard Investments LLC43,089$5.43M2.7%-5.7%0.041%
4/15/2025 Total Wealth Planning LLC3,562$449K0.1%-3.3%0.003%
4/15/2025 Fifth Third Bancorp130,529$16.44M0.1%+2.6%0.124%
4/15/2025 Stephens Group Asset Management LLC711,118$89.58M7.2%+6.4%0.676%
4/15/2025 Zhang Financial LLC3,528$444K0.0%-3.2%0.003%
4/15/2025 Focus Financial Network Inc.31,484$3.97M0.2%+2.3%0.030%
4/15/2025 My Legacy Advisors LLC10,565$1.33M0.5%-2.0%0.010%
4/15/2025 MV Capital Management Inc.12,073$1.52M0.2%+2.3%0.011%
4/15/2025 Simplicity Wealth LLC33,363$4.20M0.3%+1,642.2%0.032%
4/15/2025 Wealthcare Advisory Partners LLC7,959$1.00M0.0%+5.8%0.008%
4/14/2025 Farther Finance Advisors LLC6,159$777K0.0%+122.9%0.006%
4/14/2025 First Citizens Bank & Trust Co.2,621,658$330.25M5.6%+2.0%2.491%
4/14/2025 Cedar Mountain Advisors LLC254,871$32.11M7.2%+0.9%0.242%
4/14/2025 Park Avenue Securities LLC33,074$4.17M0.1%-9.1%0.031%
4/14/2025 OLD National Bancorp IN2,570$324K0.0%N/A0.002%
4/14/2025 KMG Fiduciary Partners LLC47,874$6.03M0.5%+9.4%0.045%
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4/14/2025 City Center Advisors LLC4,150$523K0.6%-4.4%0.004%
4/14/2025 Miracle Mile Advisors LLC3,190$402K0.0%+26.7%0.003%
4/14/2025 Lpwm LLC211,974$26.70M8.6%+4.6%0.201%
4/14/2025 Whitaker Myers Wealth Managers LTD.28,959$3.65M1.0%+3.3%0.028%
4/14/2025 UMB Bank n.a.85,641$10.79M0.2%-4.5%0.081%
4/11/2025 Princeton Global Asset Management LLC1,662$209K0.0%-52.7%0.002%
4/11/2025 Independence Bank of Kentucky1,721$217K0.0%-46.9%0.002%
4/11/2025 Cranbrook Wealth Management LLC3,085$389K0.1%-5.8%0.003%
4/11/2025 Magnus Financial Group LLC2,514$317K0.0%-3.7%0.002%
4/11/2025 Signal Advisors Wealth LLC4,474$564K0.1%+7.0%0.004%
(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, 878 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 ($1.21B), Morgan Stanley ($849.83M), US Bancorp DE ($549.88M), 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 697 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), American Century Companies Inc. ($2.25M), Osaic Holdings Inc. ($1.16M), and Jones Financial Companies Lllp ($925.47K).

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

Institutional investors have bought a total of 65,394,227 shares in the last 24 months. This purchase volume represents approximately $7.33B in transactions.

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

Of the 552 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 ($8.38M), Envestnet Asset Management Inc. ($6.11M), First Citizens Bank & Trust Co. ($3.05M), Victory Capital Management Inc. ($842K), Commerce Bank ($603.92K), Wells Fargo & Company MN ($535.80K), 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 26,970,476 shares in the last 24 months. This volume of shares sold represents approximately $3.09B in transactions.


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This page (NYSEARCA:IWS) was last updated on 4/25/2025 by MarketBeat.com Staff
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