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

iShares Russell Mid-Cap Value ETF logo
$157.65 +1.70 (+1.09%)
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)
572
Total
Institutional Inflows
(last 12 months)
$1.93B
Number of
Institutional Sellers
(last 12 months)
442
Total
Institutional Outflows
(last 12 months)
$1.29B
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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
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%
5/5/2026 Sigma Planning Corp24,262$3.54M0.1%+1.0%0.025%
5/5/2026 Nwam LLC2,594$378K0.0%-10.4%0.003%
5/5/2026 Avantax Planning Partners Inc.114,135$16.63M0.5%+6.3%0.120%
5/4/2026 Calamos Advisors LLC1,726$252K0.0%N/A0.002%
5/4/2026 AMG 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%
5/4/2026 Bryn Mawr Trust Advisors LLC13,693$2.00M0.1%+141.4%0.014%
5/4/2026 Bleakley Financial Group LLC44,591$6.50M0.1%-0.3%0.047%
5/4/2026 Principal Financial Group Inc.26,225$3.82M0.0%+34.3%0.028%
5/4/2026 Bedel Financial Consulting Inc.10,170$1.48M0.2%-1.4%0.011%
5/4/2026 Chicago Partners Investment Group LLC255,119$39.70M0.8%-3.1%0.268%
5/2/2026 Pacific Life Fund Advisors LLC606,826$88.44M10.2%-14.2%0.637%
5/2/2026 International Assets Investment Management LLC1,304$191K0.0%-22.2%0.001%
5/2/2026 Diversify Wealth Management LLC1,980$305K0.0%N/A0.002%
5/1/2026 Capital Squared Financial LLC18,731$2.73M2.1%-5.6%0.020%
5/1/2026 Midwest Trust Co37,945$5.53M0.1%+5.6%0.040%
5/1/2026 Fifth Third Bancorp203,918$29.72M0.1%+71.3%0.214%
5/1/2026 American Trust4,638$676K0.1%-4.5%0.005%
5/1/2026 Signature Resources Capital Management LLC171$25K0.0%+116.5%0.000%
5/1/2026 WealthShield Partners LLC1,731$252K0.0%-56.3%0.002%
5/1/2026 Simplicity Wealth LLC38,633$5.63M0.3%+6.0%0.041%
5/1/2026 Conning Inc.59,718$8.70M0.3%+24.3%0.063%
5/1/2026 Sequoia Financial Advisors LLC7,922$1.16M0.0%+2.1%0.008%
5/1/2026 Independence Bank of Kentucky1,463$213K0.0%-4.9%0.002%
5/1/2026 Paladin Advisory Group LLC1,152$168K0.1%+8.0%0.001%
5/1/2026 Cedar Mountain Advisors LLC251,582$36.67M7.2%-1.0%0.264%
4/30/2026 Equitable Trust Co.22,105$3.22M0.1%-5.1%0.023%
4/30/2026 Hsbc Holdings PLC112,144$16.34M0.0%+3.9%0.118%
4/30/2026 Accredited Investors Inc.46,804$6.82M0.4%-5.8%0.049%
4/30/2026 Sonata Capital Group Inc.9,051$1.32M0.5%-2.4%0.010%
4/30/2026 Millstone Evans Group LLC22,353$3.26M2.0%-1.9%0.023%
4/30/2026 First Horizon Corp92,925$13.54M0.6%+6.7%0.098%
4/30/2026 Mosaic Family Wealth Partners LLC7,897$1.15M0.1%+6.6%0.008%
4/30/2026 Ibex Wealth Advisors1,698$247K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC171,130$24.94M0.1%+7.8%0.180%
4/30/2026 Money Concepts Capital Corp429,682$62.62M3.5%-6.0%0.451%
4/30/2026 Cahaba Wealth Management Inc.3,768$549K0.0%-2.1%0.004%
4/29/2026 American Wealth Advisors LLC2,976$434K0.5%-3.2%0.003%
4/29/2026 Saxon Interests Inc.6,324$922K0.3%-17.1%0.007%
4/29/2026 Renasant Bank6,197$903K0.6%-28.8%0.007%
4/29/2026 Clearwave Capital LLC9,718$1.42M1.0%+2.0%0.010%
4/29/2026 Horst & Graben Wealth Management LLC13,534$2.11M0.3%-0.9%0.014%
4/29/2026 Hapanowicz & Associates Financial Services Inc22,050$3.21M1.3%-9.5%0.023%
4/29/2026 Beacon Bank & Trust13,427$1.96M0.4%-5.8%0.014%
4/28/2026 Nvest Financial LLC13,972$2.04M0.8%+12.2%0.015%
4/28/2026 FLP Wealth Management LLC3,898$568K0.9%+6.6%0.004%
4/28/2026 Whittier Trust Co. of Nevada Inc.17,580$2.60M0.1%-0.6%0.018%
4/28/2026 Whittier Trust Co.17,617$2.61M0.0%-7.2%0.019%
4/28/2026 Bogart Wealth LLC498$73K0.0%+108.4%0.001%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC8,123$1.27M0.4%+3.1%0.009%
4/28/2026 Ascentis Independent Advisors2,363$344K0.0%N/A0.002%
4/28/2026 Stephens Inc. AR683,625$99.65M1.2%-18.7%0.718%
4/28/2026 B.O.S.S. Retirement Advisors LLC6,391$931K0.3%-13.6%0.007%
4/28/2026 K.J. Harrison & Partners Inc2,505$365K0.1%N/A0.003%
4/28/2026 Meramec Financial Planners LLC2,501$392K0.2%-31.6%0.003%
4/28/2026 Level Wealth Management LLC2,448$357K0.2%N/A0.003%
4/28/2026 QRG Capital Management Inc.4,341$633K0.0%+86.5%0.005%
4/27/2026 Arcadia Wealth Management LLC41,499$6.05M2.2%+2.1%0.044%
4/27/2026 HB Wealth Management LLC8,611$1.26M0.0%+50.6%0.009%
4/27/2026 Moran Wealth Management LLC2,393$349K0.0%+20.9%0.003%
4/27/2026 PFG Investments LLC3,384$493K0.0%-14.8%0.004%
4/27/2026 World Investment Advisors6,067$884K0.0%-9.0%0.006%
4/27/2026 Private Advisor Group LLC55,480$8.09M0.0%+1.6%0.058%
4/27/2026 Y Intercept Hong Kong Ltd9,937$1.45M0.0%N/A0.010%
4/25/2026 Keybank National Association OH198,559$28.94M0.1%-0.6%0.208%
4/24/2026 Vertrix Wealth Management LLC12,112$1.77M0.7%N/A0.013%
4/24/2026 First Pacific Financial21,473$3.13M0.4%+0.5%0.023%
4/24/2026 Harbor Investment Advisory LLC23,355$3.40M0.3%-1.7%0.025%
4/23/2026 Powell Investment Advisors LLC52,760$7.69M2.7%+0.1%0.055%
4/23/2026 Financial Guidance Group Inc.9,616$1.40M0.6%-1.3%0.010%
4/23/2026 Noble Family Wealth LLC16,825$2.45M0.5%-0.8%0.018%
4/23/2026 Networth Advisors LLC1,791$261K0.2%-5.1%0.002%
4/23/2026 Apollon Wealth Management LLC4,544$662K0.0%-45.6%0.005%
4/22/2026 Janney Montgomery Scott LLC33,771$4.92M0.0%-18.0%0.035%
4/22/2026 Trilogy Capital Inc.2,907$424K0.0%-6.0%0.003%
4/22/2026 Sterling Capital Management LLC125,473$18.29M0.3%+9.6%0.132%
4/22/2026 FLP Wealth Management LLC15,886$2.32M3.4%+11.5%0.017%
4/22/2026 FWG Investments LLC.10,041$1.46M0.9%-6.4%0.011%
4/21/2026 Laurel Oak Wealth Management LLC14,178$2.07M0.3%-4.8%0.015%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC1,412$206K0.0%N/A0.001%
4/21/2026 First United Bank & Trust2,981$434K0.1%-3.7%0.003%
4/21/2026 Falcon Wealth Planning26,096$3.80M0.3%-2.2%0.027%
4/21/2026 Decker Retirement Planning Inc.4,308$628K0.3%+3.1%0.005%
4/21/2026 LifeWealth Investments LLC76,894$11.21M3.3%+15.5%0.081%
4/21/2026 OLD National Bancorp IN4,809$701K0.0%-6.3%0.005%
4/21/2026 Parkway Wealth Management Group LLC165,570$25.20M3.2%-0.9%0.174%
4/20/2026 Kestra Private Wealth Services LLC81,606$11.89M0.1%+2.6%0.086%
4/20/2026 Ritholtz Wealth Management2,072$302K0.0%N/A0.002%
4/20/2026 Breakwater Capital Group3,045$444K0.1%+3.2%0.003%
4/20/2026 Corundum Group Inc.68,811$10.03M3.4%+1.4%0.072%
4/20/2026 Auour Investments LLC29,083$4.24M1.3%+3.1%0.030%
4/20/2026 BTC Capital Management Inc.2,619$382K0.0%-17.7%0.003%
4/20/2026 Blue Trust Inc.3,262$475K0.0%+53.7%0.003%
4/20/2026 Fifth Third Wealth Advisors LLC5,939$866K0.0%+28.5%0.006%
4/20/2026 Apella Capital LLC4,192$654K0.0%+16.5%0.004%


IWS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWS shares?

During the previous two years, 963 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 ($513.30M), TIAA Trust National Association ($475.55M), Envestnet Portfolio Solutions Inc. ($402.91M), and First Citizens Bank & Trust Co. ($385.40M).Learn more on iShares Russell Mid-Cap Value ETF's institutional investors.

What percentage of iShares Russell Mid-Cap Value ETF's stock is owned by 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.

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

Of the 804 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), Envestnet Portfolio Solutions Inc. ($1.22M), Zions Bancorporation National Association UT ($1.20M), Raymond James Financial Inc. ($798.90K), and Pacific Life Fund Advisors LLC ($716.90K).

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

Institutional investors have bought a total of 14,226,877 shares in the last 24 months. This purchase volume represents approximately $1.93B in transactions.

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

Of the 439 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: US Bancorp DE ($2.27M), Envestnet Portfolio Solutions Inc. ($1.17M), Jones Financial Companies Lllp ($757.18K), TIAA Trust National Association ($303.71K), Commonwealth Equity Services LLC ($272.03K), Zions Bancorporation National Association UT ($256.11K), and Betterment LLC ($244.65K).

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

Institutional investors have sold a total of 9,529,104 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.


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This page (NYSEARCA:IWS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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