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

iShares Russell Mid-Cap Value ETF logo
$163.87 -1.56 (-0.94%)
As of 12:46 PM Eastern
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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)
488
Total
Institutional Inflows
(last 12 months)
$1.54B
Number of
Institutional Sellers
(last 12 months)
371
Total
Institutional Outflows
(last 12 months)
$787.04M
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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
10/14/2026First Citizens Bank & Trust Co.1,851,574$297.62M4.1%N/A1.994%
10/14/2026Focus Financial Network Inc.33,583$5.40M0.2%+0.4%0.036%
10/14/2026XY Planning Network Inc.2,759$443K0.0%+4.3%0.003%
10/14/2026KMG Fiduciary Partners LLC16,934$2.72M0.3%-5.5%0.018%
10/14/2026Signal Advisors Wealth LLC4,514$726K0.0%-5.4%0.005%
10/14/2026B. Riley Wealth Advisors Inc.6,260$1.01M0.0%N/A0.007%
10/14/2026Affinity Capital Advisors LLC9,998$1.65M0.2%-3.5%0.011%
10/13/2026First Financial Corp IN2,799$450K0.2%N/A0.003%
10/13/2026Sax Wealth Advisors LLC4,795$771K0.0%+6.5%0.005%
10/13/2026Fragasso Financial Advisors Inc2,524$416K0.0%N/A0.003%
10/13/2026Avior Wealth Management LLC6,554$1.05M0.0%N/A0.007%
10/13/2026Vertrix Wealth Management LLC10,529$1.69M0.6%-6.6%0.011%
10/10/2026Sacks & Associates LLC6,322$1.02M0.7%N/A0.007%
10/10/2026Councilor Wealth LLC34,056$5.47M2.3%-3.9%0.037%
10/10/2026RTD Financial Advisors Inc.141,776$22.79M2.5%-1.3%0.153%
10/10/2026Friday Financial22,888$3.70M0.7%+228.6%0.025%
10/10/2026Atlas Brown Inc.20,020$3.22M0.9%N/A0.022%
10/10/2026Davidson Trust Co.2,920$469K0.2%N/A0.003%
10/9/2026Stephens Group Asset Management LLC680,980$109.46M6.3%-4.1%0.736%
10/9/2026Prosperity Planning Inc.5,976$961K0.2%-1.8%0.006%
10/9/2026Inspirion Wealth Advisors LLC52,781$8.48M1.0%N/A0.057%
10/9/2026Diversified Management Inc.2,976$478K0.1%N/A0.003%
10/9/2026Acropolis Investment Management LLC666$107K0.0%N/A0.001%
10/9/2026GAMMA Investing LLC1,217$196K0.0%+13.0%0.001%
10/9/2026Galvin Gaustad & Stein LLC1,595$257K0.0%-83.1%0.002%
10/8/2026Farther Finance Advisors LLC48,141$7.74M0.1%+10.0%0.052%
10/8/2026CoreCap Advisors LLC709$114K0.0%-9.1%0.001%
10/8/2026YHB Investment Advisors Inc.1,270$204K0.0%N/A0.001%
10/8/2026Avidian Wealth Enterprises LLC4,129$664K0.0%N/A0.004%
10/8/2026LWM Advisors Inc.31,544$5.07M3.8%+0.3%0.034%
10/7/2026Steph & Co.679$109K0.0%-99.4%0.001%
10/7/2026Canandaigua National Bank & Trust Co.4,954$796K0.1%N/A0.005%
10/7/2026MFA Wealth Advisors LLC58,612$9.42M1.1%+493.1%0.063%
10/7/2026S.E.E.D. Planning Group LLC2,091$336K0.1%N/A0.002%
10/7/2026Asempa Wealth Advisors6,006$972K0.8%-26.5%0.006%
10/6/2026Bangor Savings Bank466$75K0.0%N/A0.001%
10/5/2026Horizons Wealth Management279$45K0.0%N/A0.000%
10/5/2026Eastern Bank2,284$367K0.0%N/A0.002%
10/5/2026Rockland Trust Co.5,549$892K0.0%N/A0.006%
10/2/2026 Polaris Financial Partners1,050$170K0.1%N/A0.001%
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10/2/2026 Private Client Services LLC2,392$384K0.1%N/A0.003%
10/1/2026 Montecito Bank & Trust1,765$284K0.0%N/A0.002%
10/1/2026 LBJ Family Wealth Advisors Ltd.125,841$20.23M10.3%+0.8%0.137%
9/23/2026QRG Capital Management Inc.5,549$913K0.0%+27.8%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.2,522,416$415.19M1.8%-9.3%2.748%
9/23/2026Envestnet Asset Management Inc.838,328$137.99M0.0%-10.9%0.913%
9/18/2026Security National Bank of Sioux City Iowa IA168$28K0.0%N/A0.000%
9/11/2026Smith Chas P & Associates PA Cpas1,319$217K0.0%N/A0.001%
9/9/2026Sequoia Financial Advisors LLC9,068$1.49M0.0%+14.5%0.010%
9/9/2026 LBJ Family Wealth Advisors Ltd.124,862$20.59M10.5%-0.6%0.134%
9/9/2026SVB Wealth LLC276,422$45.50M2.6%+5.8%0.297%
9/9/2026NorthRock Partners LLC7,250$1.19M0.0%-2.1%0.008%
9/9/2026Integrated Wealth Concepts LLC28,947$4.77M0.0%+20.4%0.031%
9/9/2026Community Bank N.A.30,065$4.95M0.5%-4.4%0.032%
9/9/2026RFG Advisory LLC1,623$267K0.0%N/A0.002%
9/9/2026NewEdge Advisors LLC83,687$13.78M0.0%-1.6%0.090%
9/9/2026Pointe Capital Management LLC16,865$2.78M1.2%+9.8%0.018%
9/9/2026IFP Advisors Inc17,965$2.96M0.1%+22.6%0.019%
9/9/2026Baird Financial Group Inc.184,290$30.33M0.0%+9.0%0.198%
9/8/2026Allworth Financial LP4,743$781K0.0%-95.9%0.005%
9/8/2026Waverly Advisors LLC107,050$17.62M0.1%-0.9%0.115%
9/3/2026Anchor Capital Advisors LLC236,815$38.98M0.7%-14.9%0.254%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group1,258$207K0.0%N/A0.001%
8/27/2026Corient Private Wealth LP138,168$22.74M0.0%+4.7%0.148%
8/23/2026Tanager Wealth Management LLP1,278$210K0.0%N/A0.001%
8/23/2026Ameritas Advisory Services LLC9,617$1.58M0.0%-29.3%0.010%
8/23/2026Kintra Wealth LLC6,711$1.16M0.1%+86.5%0.007%
8/23/2026Widmann Financial Services Inc.29,787$4.90M2.6%+7.6%0.032%
8/23/2026Operose Advisors LLC1,306$215K0.0%+180.9%0.001%
8/23/2026HB Wealth Management LLC8,701$1.43M0.0%+1.0%0.009%
8/23/2026Nvest Financial LLC14,458$2.38M0.8%+3.5%0.016%
8/23/2026Angeles Wealth Management LLC1,811$298K0.0%N/A0.002%
8/22/2026Compass Financial Management LLC494$85K0.0%N/A0.001%
8/22/2026NBH Bank1,420$234K0.1%N/A0.002%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC4,170$686K0.2%N/A0.004%
8/22/2026Montgomery Financial Services LLC39,630$6.52M5.7%N/A0.043%
8/22/2026Invested Advisors3,033$499K0.4%-3.8%0.003%
8/22/2026Elevation Wealth Management LLC2,083$343K0.3%-10.1%0.002%
8/22/2026SMART Wealth LLC2,752$453K0.1%-8.8%0.003%
8/22/2026Concurrent Investment Advisors LLC27,518$4.53M0.0%+376.6%0.030%
8/21/2026Montz Harcus Wealth Management LLC1,289$212K0.1%N/A0.001%
8/21/2026Rodgers & Associates LTD165,969$27.32M2.0%-2.8%0.178%
8/21/2026Continuum Advisory LLC1,298$214K0.0%N/A0.001%
8/21/2026Atticus Wealth Management LLC2,415$397K0.1%-6.8%0.003%
8/21/2026XML Financial LLC68,063$11.20M0.8%+0.4%0.073%
8/21/2026 First Citizens Financial Corp1,297$213K0.1%N/A0.001%
8/21/2026Secure Asset Management LLC10,719$1.76M0.3%-7.3%0.012%
8/21/2026Independence Bank of Kentucky1,378$227K0.0%-5.8%0.001%
8/21/2026Bedel Financial Consulting Inc.10,294$1.69M0.2%+1.2%0.011%
8/21/2026Midwest Professional Planners LTD.23,809$3.92M0.8%N/A0.026%
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8/20/2026Rehmann Capital Advisory Group6,325$1.04M0.0%-47.7%0.007%
8/20/2026Orgel Wealth Management LLC1,923$317K0.0%+14.8%0.002%
8/15/2026First Bancorp Inc ME3,010$495K0.2%N/A0.003%
8/12/2026Compass Financial Management LLC494$85K0.0%N/A0.001%
8/11/2026Madison Asset Management LLC1,234$203K0.0%N/A0.001%
8/3/2026Beacon Bank & Trust12,960$2.13M0.2%-3.5%0.014%
7/16/2026Processus Wealth & Capital Management LLC46,612$7.67M2.6%+1.6%0.049%
7/10/2026Abound Wealth Management240$40K0.0%+135.3%0.000%
7/10/2026Processus Wealth & Capital Management LLC46,612$7.67M4.5%+1.6%0.049%
7/10/2026Heck Capital Advisors LLC17,216$2.83M0.2%-12.7%0.018%


IWS Institutional Ownership - Frequently Asked Questions

During the previous two years, 961 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. ($415.19M), and Royal Bank of Canada ($346.39M).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 794 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. ($3.29M), Accredited Investors Inc. ($2.22M), First Citizens Bank & Trust Co. ($2.03M), Jones Financial Companies Lllp ($1.96M), Zions Bancorporation National Association UT ($1.20M), Raymond James Financial Inc. ($798.90K), and Pacific Life Fund Advisors LLC ($716.90K).

Institutional investors have bought a total of 10,586,739 shares in the last 24 months. This purchase volume represents approximately $1.54B in transactions.

Of the 367 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), Envestnet Portfolio Solutions Inc. ($259.89K), Commonwealth Equity Services LLC ($209.11K), BNP Paribas Financial Markets ($201.84K), US Bancorp DE ($194.84K), and M&T Bank Corp ($176.17K).

Institutional investors have sold a total of 5,438,295 shares in the last 24 months. This volume of shares sold represents approximately $787.04M in transactions.


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Institutional ownership data for NYSEARCA:IWS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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