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

$118.89
-1.08 (-0.90%)
(As of 09:39 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
431
Total
Institutional Inflows
(last 12 months)
$5.76B
Number of
Institutional Sellers
(last 12 months)
379
Total
Institutional Outflows
(last 12 months)
$1.57B
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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
4/25/2024WestHill Financial Advisors Inc.68,393$8.57M2.1%+3.2%0.061%
4/25/2024Telos Capital Management Inc.17,360$2.18M0.2%-1.9%0.016%
4/25/2024Summit Financial LLC4,889$613K0.0%+2.7%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.39,221$4.92M0.0%-7.4%0.035%
4/24/2024Private Trust Co. NA6,046$758K0.1%-3.8%0.005%
4/24/2024 CENTRAL TRUST Co12,597$1.58M0.0%-4.3%0.011%
4/24/2024 Berkshire Bank16,142$2.02M0.5%-4.7%0.014%
4/24/2024Pegasus Partners Ltd.178,961$22.43M2.4%+5.4%0.159%
4/24/2024Simplicity Wealth LLC107,669$13.49M0.3%+85.9%0.096%
4/24/2024Spire Wealth Management5,455$684K0.0%-3.7%0.005%
4/24/2024 First Pacific Financial22,105$2.77M0.8%-5.4%0.020%
4/23/2024 James J. Burns & Company LLC37,074$4.57M1.6%-24.9%0.033%
4/23/2024 Platte River Wealth Advisors LLC25,367$3.18M0.9%-2.4%0.023%
4/23/2024 Global Retirement Partners LLC22,167$2.78M0.1%-1.2%0.020%
4/23/2024 Sage Mountain Advisors LLC438$55K0.0%+30.4%0.000%
4/23/2024 WASHINGTON TRUST Co4,487$562K0.0%+13.2%0.004%
4/23/2024 Nations Financial Group Inc. IA ADV14,966$1.88M0.2%+1.3%0.013%
4/23/2024 Fifth Third Bancorp137,733$17.26M0.1%-10.1%0.122%
4/23/2024 McAdam LLC53,218$6.67M0.4%-3.7%0.047%
4/23/2024 Revisor Wealth Management LLC1,780$215K0.1%N/A0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.566,565$71.01M0.1%+3.3%0.503%
4/23/2024 Stonegate Investment Group LLC4,857$609K0.0%+15.8%0.004%
4/22/2024 Cahaba Wealth Management Inc.4,317$541K0.0%-2.9%0.004%
4/22/2024 PFG Investments LLC3,896$488K0.0%+13.7%0.003%
4/22/2024 Horst & Graben Wealth Management LLC14,937$1.87M0.4%-2.7%0.013%
4/22/2024 Raymond James & Associates163,787$20.53M0.0%-27.0%0.145%
4/22/2024 Stegner Investment Associates Inc.6,000$752K0.6%-1.4%0.005%
4/22/2024 Everpar Advisors LLC2,447$307K0.2%-19.2%0.002%
4/22/2024Ashton Thomas Private Wealth LLC17,359$2.18M0.1%-1.0%0.015%
4/19/2024 FORVIS Wealth Advisors LLC3,248$407K0.0%-21.2%0.003%
4/19/2024 Leeward Investments LLC MA2,302$289K0.0%+21.3%0.002%
4/19/2024 RTD Financial Advisors Inc.141,975$17.79M2.4%+5.0%0.126%
4/19/2024 ZRC Wealth Management LLC1,456$183K0.1%+14.1%0.001%
4/19/2024 Cornerstone Wealth Management LLC7,527$943K0.1%-1.4%0.007%
4/18/2024 Saxon Interests Inc.8,677$1.09M0.5%-1.2%0.008%
4/18/2024 Nvest Financial LLC2,384$299K0.2%+11.6%0.002%
4/18/2024 Woodmont Investment Counsel LLC3,805$477K0.0%N/A0.003%
4/18/2024 Farmers & Merchants Investments Inc.43,438$5.44M0.2%-2.4%0.039%
4/18/2024 Allspring Global Investments Holdings LLC11,879$1.49M0.0%-68.9%0.011%
4/18/2024 Vaughan Nelson Investment Management L.P.2,516$315K0.0%-44.8%0.002%
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4/18/2024 Park Place Capital Corp11,679$1.46M0.5%-7.4%0.010%
4/18/2024 Miracle Mile Advisors LLC8,982$1.13M0.0%-19.3%0.008%
4/18/2024 Diversified Trust Co4,062$509K0.0%+28.5%0.004%
4/18/2024 Fifth Third Securities Inc.103,679$12.99M1.3%-0.1%0.092%
4/18/2024 Skyline Advisors Inc.3,922$492K0.2%+3.0%0.003%
4/18/2024 Breakwater Capital Group2,742$344K0.1%+3.9%0.002%
4/17/2024 Richardson Capital Management LLC2,966$372K0.3%N/A0.003%
4/17/2024 Atticus Wealth Management LLC3,475$436K0.1%-3.6%0.003%
4/17/2024 Stephens Group Asset Management LLC681,100$85.36M7.8%+0.9%0.605%
4/17/2024 Romano Brothers AND Company5,961$747K0.1%-2.1%0.005%
4/17/2024 Grimes & Company Inc.1,980$248K0.0%-7.8%0.002%
4/16/2024 Noble Family Wealth LLC23,369$2.93M0.8%-0.4%0.021%
4/16/2024 Occidental Asset Management LLC83,387$10.45M2.0%+2.2%0.074%
4/16/2024 Tsfg LLC1,785$224K0.1%-21.5%0.002%
4/16/2024 Pinnacle Bancorp Inc.4,242$532K0.2%-3.8%0.004%
4/16/2024 Courier Capital LLC10,623$1.33M0.1%-4.2%0.009%
4/16/2024 Powell Investment Advisors LLC46,786$5.86M3.1%-2.0%0.042%
4/16/2024 Investment Partners LTD.36,384$4.56M2.1%+0.8%0.032%
4/16/2024 Wealth Enhancement Advisory Services LLC108,375$13.58M0.0%-5.7%0.096%
4/15/2024 Wealthcare Advisory Partners LLC4,597$576K0.0%-11.4%0.004%
4/15/2024 Corundum Group Inc.51,999$6.52M3.1%+0.2%0.046%
4/15/2024 Revolve Wealth Partners LLC6,315$791K0.1%+2.9%0.006%
4/15/2024 Brookstone Capital Management6,491$814K0.0%+5.2%0.006%
4/15/2024 Sunbelt Securities Inc.892$112K0.0%N/A0.001%
4/15/2024 Lpwm LLC196,938$24.01M8.8%+2.1%0.175%
4/15/2024 Flagstar Advisors Inc.3,587$450K0.1%-3.7%0.003%
4/15/2024 Sound Income Strategies LLC788$99K0.0%-28.3%0.001%
4/13/2024 Inspirion Wealth Advisors LLC60,354$7.56M1.2%+2.6%0.054%
4/12/2024 Riverview Trust Co520$65K0.1%N/A0.000%
4/12/2024 Annex Advisory Services LLC2,647$332K0.0%N/A0.002%
4/12/2024 Whitaker Myers Wealth Managers LTD.13,250$1.66M0.7%-5.7%0.012%
4/12/2024 Global Assets Advisory LLC13,808$1.73M0.0%N/A0.012%
4/12/2024 AdvisorNet Financial Inc14,514$1.82M0.2%+8.7%0.013%
4/12/2024 Global Trust Asset Management LLC7,876$987K0.4%+3.3%0.007%
4/11/2024 Cooper Financial Group3,995$501K0.1%-2.2%0.004%
4/11/2024 International Assets Investment Management LLC7,589$944K0.0%+13.0%0.007%
4/11/2024 &PARTNERS3,586$449K0.1%N/A0.003%
4/11/2024 Ballew Advisors Inc7,112$867K0.6%-6.8%0.006%
4/11/2024 BTC Capital Management Inc.2,619$328K0.0%N/A0.002%
4/10/2024 Holland Advisory Services Inc.3,168$397K0.4%-11.0%0.003%
4/10/2024 Triangle Securities Wealth Management1,625$204K0.1%N/A0.001%
4/10/2024 Marcum Wealth LLC4,459$559K0.1%-4.6%0.004%
4/10/2024 Park Avenue Securities LLC26,711$3.35M0.0%+21.6%0.024%
4/10/2024 KMG Fiduciary Partners LLC18,729$2.35M0.2%-6.5%0.017%
4/10/2024 Signal Advisors Wealth LLC7,583$950K0.2%+259.0%0.007%
4/9/2024 Massmutual Trust Co. FSB ADV465$58K0.0%+272.0%0.000%
4/9/2024 Mather Group LLC.35,686$4.15M0.1%-3.0%0.031%
4/5/2024 GAMMA Investing LLC797$100K0.0%+15.0%0.001%
4/5/2024 CWM LLC56,328$7.06M0.1%+15.6%0.049%
4/3/2024 Dentgroup LLC2,687$337K0.3%-6.5%0.002%
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4/2/2024 LBJ Family Wealth Advisors Ltd.129,322$16.21M10.3%+3.2%0.112%
4/2/2024 ST Germain D J Co. Inc.1,196$150K0.0%+11.4%0.001%
4/1/2024 Appleton Partners Inc. MA2,471$310K0.0%-5.9%0.002%
3/15/2024 Skyline Advisors Inc.3,806$443K0.2%N/A0.003%
3/15/2024B. Riley Wealth Advisors Inc.25,157$2.93M0.1%-18.5%0.022%
3/14/2024Yeomans Consulting Group Inc.2,071$241K0.1%N/A0.002%
3/8/2024ICA Group Wealth Management LLC5,830$678K0.2%+33.9%0.005%
3/6/2024SageView Advisory Group LLC4,207$487K0.0%+11.8%0.004%
3/6/2024Willner & Heller LLC5,604$652K0.7%N/A0.005%
3/5/2024Twin Focus Capital Partners LLC70,306$8.18M0.8%-42.9%0.061%
(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, 818 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.49B), TIAA FSB ($1.42B), Jones Financial Companies Lllp ($874.37M), Morgan Stanley ($849.83M), Wells Fargo & Company MN ($480.71M), Bank of America Corp DE ($463.55M), and US Bancorp DE ($460.80M).Learn more on IWS's institutional investors.

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

Of the 669 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 Asset Management Inc. ($4.84M), American Century Companies Inc. ($4.57M), First Citizens Bank & Trust Co. ($4.23M), Envestnet Portfolio Solutions Inc. ($3.13M), and Osaic Holdings Inc. ($1.16M).

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

Institutional investors have bought a total of 72,453,668 shares in the last 24 months. This purchase volume represents approximately $7.80B in transactions.

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

Of the 533 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: Envestnet Asset Management Inc. ($6.02M), TIAA FSB ($4.48M), First Citizens Bank & Trust Co. ($2.74M), Jones Financial Companies Lllp ($1.92M), Victory Capital Management Inc. ($1.47M), JPMorgan Chase & Co. ($936.43K), and American Century Companies Inc. ($760.73K).

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

Institutional investors have sold a total of 29,084,230 shares in the last 24 months. This volume of shares sold represents approximately $3.11B in transactions.


This page (NYSEARCA:IWS) was last updated on 4/25/2024 by MarketBeat.com Staff

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