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

iShares Russell Mid-Cap Value ETF logo
$170.90 +1.31 (+0.77%)
As of 04:10 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)
476
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
365
Total
Institutional Outflows
(last 12 months)
$703.05M
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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
9/3/2026 Anchor Capital Advisors LLC236,815$38.98M0.7%-14.9%0.254%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group1,258$207K0.0%N/A0.001%
8/27/2026 Corient Private Wealth LP138,168$22.74M0.0%+4.7%0.148%
8/23/2026 Tanager Wealth Management LLP1,278$210K0.0%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC9,617$1.58M0.0%-29.3%0.010%
8/23/2026 Kintra Wealth LLC6,711$1.16M0.1%+86.5%0.007%
8/23/2026 Widmann Financial Services Inc.29,787$4.90M2.6%+7.6%0.032%
8/23/2026 Operose Advisors LLC1,306$215K0.0%+180.9%0.001%
8/23/2026 HB Wealth Management LLC8,701$1.43M0.0%+1.0%0.009%
8/23/2026 Nvest Financial LLC14,458$2.38M0.8%+3.5%0.016%
8/23/2026 Angeles Wealth Management LLC1,811$298K0.0%N/A0.002%
8/22/2026 Compass Financial Management LLC494$85K0.0%N/A0.001%
8/22/2026 NBH Bank1,420$234K0.1%N/A0.002%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC4,170$686K0.2%N/A0.004%
8/22/2026 Montgomery Financial Services LLC39,630$6.52M5.7%N/A0.043%
8/22/2026 Invested Advisors3,033$499K0.4%-3.8%0.003%
8/22/2026 Elevation Wealth Management LLC2,083$343K0.3%-10.1%0.002%
8/22/2026 SMART Wealth LLC2,752$453K0.1%-8.8%0.003%
8/22/2026 Concurrent Investment Advisors LLC27,518$4.53M0.0%+376.6%0.030%
8/21/2026 Montz Harcus Wealth Management LLC1,289$212K0.1%N/A0.001%
8/21/2026 Rodgers & Associates LTD165,969$27.32M2.0%-2.8%0.178%
8/21/2026 Continuum Advisory LLC1,298$214K0.0%N/A0.001%
8/21/2026 Atticus Wealth Management LLC2,415$397K0.1%-6.8%0.003%
8/21/2026 XML Financial LLC68,063$11.20M0.8%+0.4%0.073%
8/21/2026 First Citizens Financial Corp1,297$213K0.1%N/A0.001%
8/21/2026 Secure Asset Management LLC10,719$1.76M0.3%-7.3%0.012%
8/21/2026 Independence Bank of Kentucky1,378$227K0.0%-5.8%0.001%
8/21/2026 Bedel Financial Consulting Inc.10,294$1.69M0.2%+1.2%0.011%
8/21/2026 Midwest Professional Planners LTD.23,809$3.92M0.8%N/A0.026%
8/20/2026 Rehmann Capital Advisory Group6,325$1.04M0.0%-47.7%0.007%
8/20/2026 Orgel Wealth Management LLC1,923$317K0.0%+14.8%0.002%
8/15/2026 First Bancorp Inc ME3,010$495K0.2%N/A0.003%
8/12/2026 Compass Financial Management LLC494$85K0.0%N/A0.001%
8/11/2026 Madison Asset Management LLC1,234$203K0.0%N/A0.001%
8/3/2026 Beacon Bank & Trust12,960$2.13M0.2%-3.5%0.014%
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%
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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%
6/24/2026 Basecamp Wealth Advisors LLC300$44K0.0%N/A0.000%
6/10/2026 FAS Wealth Partners Inc.20,735$3.02M0.2%-0.5%0.022%
6/3/2026 CoreFirst Bank & Trust465$68K0.0%-46.2%0.000%
6/3/2026 NewEdge Advisors LLC85,023$12.39M0.0%+10.4%0.089%
6/1/2026 Keel Point LLC6,835$996K0.1%+19.8%0.007%
5/29/2026 Mullaney Keating & Wright Inc.40,318$5.88M3.2%-1.6%0.042%
5/26/2026 Glenmede Trust Co. NA27,676$4.03M0.0%-3.7%0.029%
5/19/2026McIlrath & Eck LLC614$89K0.0%+19.5%0.001%
5/19/2026 Bank of America Corp DE3,567,568$519.94M0.0%-15.8%3.744%
5/19/2026 Arkadios Wealth Advisors14,613$2.13M0.0%+6.9%0.015%
5/18/2026 EverSource Wealth Advisors LLC3,635$530K0.0%-24.2%0.004%
5/18/2026 Royal Bank of Canada2,376,742$346.39M0.1%-0.6%2.494%
5/16/2026 Excelsior Advisor Network LLC1,438$210K0.1%N/A0.002%
5/16/2026 Quantinno Capital Management LP33,656$4.91M0.0%+17.2%0.035%
5/15/2026 Gateway Wealth Partners LLC6,470$943K0.0%+111.7%0.007%
5/15/2026 Wealth Watch Advisors INC1,547$225K0.1%+196.9%0.002%
5/15/2026 Bradley Foster & Sargent Inc. CT9,891$1.44M0.0%+6.6%0.010%
5/15/2026 Matrix Private Capital Group LLC946$138K0.1%N/A0.001%
5/15/2026 Waverly Advisors LLC108,057$15.75M0.1%+0.4%0.113%
5/15/2026 Asset Management Group Inc.151,776$22.12M3.6%-0.3%0.159%
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5/15/2026 Van Den Berg Management I Inc.368$54K0.0%-59.7%0.000%
5/15/2026 Vivaldi Capital Management LP1,405$205K0.0%N/A0.001%
5/14/2026 Sentinel Advisory Group LLC65,328$9.52M4.6%N/A0.069%
5/14/2026 Compound Planning Inc.17,081$2.49M0.1%+739.4%0.018%
5/14/2026 Sei Investments Co.5,286$770K0.0%N/A0.006%
5/14/2026 MWA Asset Management11,281$1.64M0.9%+2.3%0.012%
5/14/2026 Davis R M Inc.5,132$748K0.0%-5.1%0.005%
5/14/2026 Lido Advisors LLC321,226$46.82M0.1%+6.9%0.337%
5/13/2026 Cetera Investment Advisers431,101$62.83M0.1%-0.3%0.452%
5/13/2026 NewEdge Wealth LLC39,092$5.70M0.1%-4.6%0.041%


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 777 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), 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 American Century Companies Inc. ($619.92K).

Institutional investors have bought a total of 8,550,385 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

Of the 365 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 ($209.11K), BNP Paribas Financial Markets ($201.84K), US Bancorp DE ($194.84K), M&T Bank Corp ($176.17K), and Morgan Stanley ($173.97K).

Institutional investors have sold a total of 4,952,517 shares in the last 24 months. This volume of shares sold represents approximately $703.05M 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 9/3/2026. New 13F filings are added each quarter as they're published.
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