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

iShares Russell Mid-Cap Value ETF logo
$130.96 -2.30 (-1.73%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$130.97 +0.01 (+0.01%)
As of 02/21/2025 05:26 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
487
Total
Institutional Inflows
(last 12 months)
$1.53B
Number of
Institutional Sellers
(last 12 months)
367
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
2/19/2025 WCG Wealth Advisors LLC13,829$1.79M0.1%+4.3%0.013%
2/18/2025 Stonebridge Financial Planning Group LLC5,565$720K0.3%+2.0%0.005%
2/18/2025 Connecticut Wealth Management LLC27,609$3.57M0.2%-0.4%0.026%
2/18/2025 Mosaic Family Wealth Partners LLC4,967$642K0.1%-1.7%0.005%
2/18/2025 MidWestOne Financial Group Inc.2,064$267K0.0%-37.2%0.002%
2/18/2025 Focus Partners Advisor Solutions LLC39,730$5.14M0.1%+521.7%0.038%
2/18/2025 Continuum Advisory LLC2,852$369K0.0%+8.4%0.003%
2/18/2025 Glen Eagle Advisors LLC264$34K0.0%+42.7%0.000%
2/18/2025 White Knight Strategic Wealth Advisors LLC2,240$290K0.1%N/A0.002%
2/17/2025 Vance Wealth LLC44,314$5.73M2.2%-1.9%0.042%
2/17/2025 Waverly Advisors LLC110,631$14.31M0.2%+4.8%0.106%
2/17/2025 Vivaldi Capital Management LP1,670$224K0.0%N/A0.002%
2/17/2025 TrinityPoint Wealth LLC2,904$376K0.1%+3.6%0.003%
2/17/2025 Strive Asset Management LLC18,438$2.39M1.8%N/A0.018%
2/17/2025 Snowden Capital Advisors LLC2,700$349K0.0%+27.3%0.003%
2/17/2025 Royal Bank of Canada3,368,056$435.63M0.1%+4.1%3.217%
2/17/2025 Port Capital LLC5,681$735K0.0%-8.6%0.005%
2/17/2025 NorthRock Partners LLC8,049$1.04M0.0%+180.6%0.008%
2/17/2025 Lazard Asset Management LLC1,600$206K0.0%-38.5%0.002%
2/17/2025 Guardian Wealth Advisors LLC NC329$43K0.0%+31.6%0.000%
2/17/2025 Focus Partners Wealth170,296$22.14M0.1%+1,436.3%0.163%
2/17/2025 Clark Capital Management Group Inc.1,885$244K0.0%N/A0.002%
2/17/2025 D. E. Shaw & Co. Inc.2,578$333K0.0%-7.3%0.002%
2/17/2025 EP Wealth Advisors LLC39,623$5.13M0.0%+3.2%0.038%
2/17/2025 Colonial Trust Co SC5,461$706K0.1%-3.7%0.005%
2/17/2025 CoreCap Advisors LLC24,835$3.21M0.1%+48,596.1%0.024%
2/17/2025 Cornerstone Financial Group LLC NE 4,255$550K0.5%N/A0.004%
2/17/2025 Covenant Partners LLC179,261$23.19M7.1%+2.3%0.171%
2/17/2025 Cresset Asset Management LLC13,020$1.68M0.0%-42.0%0.012%
2/17/2025 Cetera Investment Advisers293,256$37.93M0.1%+1.3%0.280%
2/17/2025 BOKF NA98,870$12.63M0.2%-0.6%0.094%
2/17/2025 Captrust Financial Advisors143,487$18.56M0.1%+16.3%0.137%
2/17/2025 Cary Street Partners Financial LLC6,139$794K0.0%N/A0.006%
2/17/2025 Baird Financial Group Inc.117,363$15.18M0.0%+2.8%0.112%
2/17/2025 Bank of America Corp DE4,197,949$542.96M0.0%+14.2%4.010%
2/17/2025 Bearing Point Capital LLC2,500$323K0.1%N/A0.002%
2/17/2025 Benjamin Edwards Inc.8,881$1.16M0.0%-10.1%0.008%
2/17/2025 Ameriprise Financial Inc.1,198,106$154.97M0.0%-1.2%1.144%
2/17/2025 Ancora Advisors LLC2,528$327K0.0%+34.3%0.002%
2/17/2025 Aptus Capital Advisors LLC11,367$1.47M0.0%-1.1%0.011%
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2/17/2025 Asset Management Group Inc.151,668$19.62M3.5%-0.3%0.145%
2/17/2025 AlTi Global Inc.2,208$286K0.0%-32.3%0.002%
2/17/2025 Allegheny Financial Group8,791$1.14M0.3%+19.2%0.008%
2/14/2025 Mercer Global Advisors Inc. ADV56,291$7.28M0.0%+6.9%0.054%
2/14/2025 Eagle Strategies LLC12,298$1.59M0.3%-0.8%0.012%
2/14/2025 Widmann Financial Services Inc.22,738$2.94M2.3%+51.8%0.022%
2/14/2025 Rehmann Capital Advisory Group12,525$1.62M0.1%+3.0%0.012%
2/14/2025 Becker Capital Management Inc.2,598$336K0.0%-9.8%0.002%
2/14/2025 Comerica Bank103,515$13.39M0.1%-2.6%0.099%
2/14/2025 Lido Advisors LLC295,952$38.28M0.2%+694.1%0.283%
2/14/2025 Northern Trust Corp134,658$17.42M0.0%+6.5%0.129%
2/14/2025 Parkshore Wealth Management Inc.6,543$846K0.5%N/A0.006%
2/14/2025 Beacon Pointe Advisors LLC13,193$1.71M0.0%+5.2%0.013%
2/14/2025 Earnest Partners LLC130,406$16.87M0.1%+38.6%0.125%
2/14/2025 Betterment LLC1,795,205$232.19M0.6%-3.2%1.715%
2/14/2025 Prosperity Consulting Group LLC93,004$12.03M0.9%+0.4%0.089%
2/14/2025 Eight 31 Financial LLC4,104$531K0.4%+10.0%0.004%
2/14/2025 Johnson Financial Group Inc.2,804$375K0.0%-16.6%0.003%
2/14/2025 Coldstream Capital Management Inc.11,017$1.43M0.0%+111.7%0.011%
2/14/2025 Kovitz Investment Group Partners LLC13,885$1.80M0.0%-33.3%0.013%
2/14/2025 Topsail Wealth Management LLC2,070$268K0.1%N/A0.002%
2/14/2025 Hancock Whitney Corp3,263$422K0.0%N/A0.003%
2/14/2025 Integrated Wealth Concepts LLC12,370$1.60M0.0%+62.6%0.012%
2/14/2025 Coppell Advisory Solutions LLC11,282$1.46M0.2%+1,454.0%0.011%
2/14/2025 Fuller & Thaler Asset Management Inc.54,711$7.08M0.0%+360.2%0.052%
2/14/2025 MGO One Seven LLC2,593$335K0.0%-5.8%0.002%
2/14/2025 FSA Wealth Management LLC115,077$14.88M6.0%-0.4%0.110%
2/14/2025 Hsbc Holdings PLC105,860$13.69M0.0%+4.7%0.101%
2/14/2025 IHT Wealth Management LLC6,028$780K0.0%+4.3%0.006%
2/14/2025 OneDigital Investment Advisors LLC2,959$383K0.0%-40.4%0.003%
2/14/2025 Stifel Financial Corp124,759$16.14M0.0%-3.4%0.119%
2/14/2025 TD Waterhouse Canada Inc.390$50K0.0%N/A0.000%
2/14/2025 Transce3nd LLC2,235$289K0.1%N/A0.002%
2/14/2025 MML Investors Services LLC70,568$9.13M0.0%+14.9%0.067%
2/14/2025 First Citizens Asset Management Inc.129,993$16.81M6.2%+0.7%0.124%
2/14/2025 Freedom Investment Management Inc.16,017$2.07M0.2%-1.1%0.015%
2/14/2025 GeoWealth Management LLC11,126$1.44M0.0%+6.3%0.011%
2/14/2025 Commerce Bank2,290,432$296.25M1.8%-2.4%2.188%
2/14/2025 Concourse Financial Group Securities Inc.24,322$3.27M0.2%+4.5%0.023%
2/14/2025 Cadence Bank7,691$995K0.1%-45.0%0.007%
2/14/2025 Capital Group Private Client Services Inc.5,309$687K0.0%+12.7%0.005%
2/13/2025 MSH Capital Advisors LLC23,930$3.10M1.0%N/A0.023%
2/13/2025 NewEdge Advisors LLC54,074$6.99M0.0%+2.8%0.052%
2/13/2025 Twin Focus Capital Partners LLC72,882$9.43M1.4%+0.5%0.070%
2/13/2025 Evergreen Capital Management LLC89,903$11.63M0.4%+37.0%0.086%
2/13/2025 United Capital Financial Advisors LLC8,845$1.14M0.0%-2.2%0.008%
2/13/2025 Rench Wealth Management Inc.2,541$329K0.1%N/A0.002%
2/13/2025 Rossby Financial LCC2,832$366K0.2%N/A0.003%
2/13/2025 Dagco Inc.3,187$412K0.1%+68.1%0.003%
2/13/2025 Belpointe Asset Management LLC2,546$332K0.0%-6.9%0.002%
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2/13/2025 Cahaba Wealth Management Inc.4,824$624K0.1%-3.3%0.005%
2/13/2025 Mariner LLC267,173$34.56M0.1%-2.1%0.255%
2/13/2025 Elm Partners Management LLC2,547$329K0.0%+14.7%0.002%
2/13/2025 SageView Advisory Group LLC16,127$2.09M0.1%+3.7%0.015%
2/13/2025 Savvy Advisors Inc.4,113$532K0.1%N/A0.004%
2/13/2025 Synovus Financial Corp69,780$9.03M0.1%-0.1%0.067%
2/13/2025 Bragg Financial Advisors Inc4,518$584K0.0%-4.4%0.004%
2/13/2025 Sagespring Wealth Partners LLC3,489$451K0.0%N/A0.003%
2/13/2025 Rockefeller Capital Management L.P.157,105$20.32M0.1%+2.4%0.150%
2/13/2025 Sterling Capital Management LLC104,136$13.47M0.2%-12.1%0.099%
(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, 874 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 698 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 65,090,940 shares in the last 24 months. This purchase volume represents approximately $7.28B in transactions.

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

Of the 541 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 27,288,181 shares in the last 24 months. This volume of shares sold represents approximately $3.12B in transactions.


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This page (NYSEARCA:IWS) was last updated on 2/22/2025 by MarketBeat.com Staff
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