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

iShares Russell Mid-Cap Value ETF logo
$118.24 +1.02 (+0.87%)
As of 04/17/2025 04:10 PM Eastern
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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)
484
Total
Institutional Inflows
(last 12 months)
$1.56B
Number of
Institutional Sellers
(last 12 months)
370
Total
Institutional Outflows
(last 12 months)
$1.53B
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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
4/18/2025 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%
4/11/2025 Annex Advisory Services LLC3,870$488K0.0%-2.5%0.004%
4/10/2025 Rialto Wealth Management LLC1,340$169K0.1%-46.5%0.001%
4/9/2025 Merit Financial Group LLC19,821$2.50M0.0%-6.3%0.019%
4/9/2025 Inspirion Wealth Advisors LLC59,899$7.55M1.0%-0.2%0.057%
4/9/2025 NBC Securities Inc.6,577$828K0.1%+109,516.7%0.006%
4/8/2025 Fifth Third Wealth Advisors LLC2,564$323K0.0%+27.3%0.002%
4/8/2025 James J. Burns & Company LLC48,313$6.09M1.1%-0.6%0.046%
4/8/2025 Parallel Advisors LLC5,859$738K0.0%+120.3%0.006%
4/7/2025 GAMMA Investing LLC155,825$19.63M0.0%+12,497.0%0.147%
4/7/2025 AdvisorNet Financial Inc18,453$2.33M0.2%+0.9%0.017%
4/2/2025 Marotta Asset Management1,902$252K0.1%+17.6%0.002%
4/1/2025 LBJ Family Wealth Advisors Ltd.125,960$15.87M10.1%-0.1%0.119%
4/1/2025 MassMutual Private Wealth & Trust FSB208$26K0.0%-34.8%0.000%
3/28/2025Berkeley Inc4,728$612K0.3%-50.0%0.004%
3/24/2025Mascagni Wealth Management Inc.973$126K0.1%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC101,558$13.14M0.0%-1.3%0.098%
3/6/2025 Copia Wealth Management300$39K0.0%N/A0.000%
2/28/2025Brooklyn FI LLC3,501$468K0.1%N/A0.003%
2/27/2025REAP Financial Group LLC2,117$274K0.1%-8.8%0.002%
2/26/2025LifeWealth Investments LLC20,390$2.64M1.7%N/A0.020%
2/26/2025Capital A Wealth Management LLC249$32K0.1%N/A0.000%
2/25/2025Heck Capital Advisors LLC6,565$849K0.1%N/A0.006%
2/25/2025B. Riley Wealth Advisors Inc.17,905$2.32M0.1%-5.1%0.017%
2/24/2025Liberty Square Wealth Partners LLC3,441$457K0.2%N/A0.003%
2/24/2025Great Valley Advisor Group Inc.22,531$2.91M0.1%-33.7%0.022%
2/24/2025Ameriflex Group Inc.641$86K0.0%N/A0.001%
2/22/2025American Trust10,801$1.40M0.1%N/A0.010%
2/19/2025WCG Wealth Advisors LLC13,829$1.79M0.1%+4.3%0.013%
2/18/2025Stonebridge Financial Planning Group LLC5,565$720K0.3%+2.0%0.005%
2/18/2025Connecticut Wealth Management LLC27,609$3.57M0.2%-0.4%0.026%
2/18/2025Mosaic Family Wealth Partners LLC4,967$642K0.1%-1.7%0.005%
2/18/2025MidWestOne Financial Group Inc.2,064$267K0.0%-37.2%0.002%
2/18/2025Focus Partners Advisor Solutions LLC39,730$5.14M0.1%+521.7%0.038%
2/18/2025Continuum Advisory LLC2,852$369K0.0%+8.4%0.003%
2/18/2025Glen Eagle Advisors LLC264$34K0.0%+42.7%0.000%
2/18/2025White Knight Strategic Wealth Advisors LLC2,240$290K0.1%N/A0.002%
2/17/2025Vance Wealth LLC44,314$5.73M2.2%-1.9%0.042%
2/17/2025Waverly Advisors LLC110,631$14.31M0.2%+4.8%0.106%
2/17/2025Vivaldi Capital Management LP1,670$224K0.0%N/A0.002%
2/17/2025TrinityPoint Wealth LLC2,904$376K0.1%+3.6%0.003%
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2/17/2025Strive Asset Management LLC18,438$2.39M1.8%N/A0.018%
2/17/2025Snowden Capital Advisors LLC2,700$349K0.0%+27.3%0.003%
2/17/2025Royal Bank of Canada3,368,056$435.63M0.1%+4.1%3.217%
2/17/2025Port Capital LLC5,681$735K0.0%-8.6%0.005%
2/17/2025NorthRock Partners LLC8,049$1.04M0.0%+180.6%0.008%
2/17/2025Lazard Asset Management LLC1,600$206K0.0%-38.5%0.002%
2/17/2025Guardian Wealth Advisors LLC NC329$43K0.0%+31.6%0.000%
2/17/2025Focus Partners Wealth170,296$22.14M0.1%+1,436.3%0.163%
2/17/2025Clark Capital Management Group Inc.1,885$244K0.0%N/A0.002%
2/17/2025D. E. Shaw & Co. Inc.2,578$333K0.0%-7.3%0.002%
(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, 876 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. ($502.39M).Learn more on IWS's institutional investors.

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

Of the 700 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. ($4.21M), 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 65,301,770 shares in the last 24 months. This purchase volume represents approximately $7.31B in transactions.

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

Of the 546 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 27,162,419 shares in the last 24 months. This volume of shares sold represents approximately $3.11B in transactions.


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This page (NYSEARCA:IWS) was last updated on 4/20/2025 by MarketBeat.com Staff
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