Free Trial
→ Trump’s betrayal exposed (From Porter & Company) (Ad) Buy IWS Stock  Free IWS Stock Alerts

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

iShares Russell Mid-Cap Value ETF logo
$126.96 -0.66 (-0.52%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Number of
Institutional Buyers
(last 12 months)
486
Total
Institutional Inflows
(last 12 months)
$1.53B
Number of
Institutional Sellers
(last 12 months)
365
Total
Institutional Outflows
(last 12 months)
$1.52B
Get IWS Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell Mid-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IWS Institutional Buying and Selling by Quarter

Remove Ads

iShares Russell Mid-Cap Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/28/2025 Brooklyn FI LLC3,501$468K0.1%N/A0.003%
2/27/2025 REAP Financial Group LLC2,117$274K0.1%-8.8%0.002%
2/26/2025 LifeWealth Investments LLC20,390$2.64M1.7%N/A0.020%
2/26/2025 Capital A Wealth Management LLC249$32K0.1%N/A0.000%
2/25/2025 Heck Capital Advisors LLC6,565$849K0.1%N/A0.006%
2/25/2025 B. Riley Wealth Advisors Inc.17,905$2.32M0.1%-5.1%0.017%
2/24/2025 Liberty Square Wealth Partners LLC3,441$457K0.2%N/A0.003%
2/24/2025 Great Valley Advisor Group Inc.22,531$2.91M0.1%-33.7%0.022%
2/24/2025 Ameriflex Group Inc.641$86K0.0%N/A0.001%
2/22/2025 American Trust10,801$1.40M0.1%N/A0.010%
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%
Elon Musk is helping print “new gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
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%
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%
Elon Musk is helping print “new gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
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%
(Data available from 1/1/2016 forward)

Remove Ads

IWS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWS shares?

During the previous two years, 877 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 699 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 65,097,368 shares in the last 24 months. This purchase volume represents approximately $7.29B in transactions.

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

Of the 542 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 27,300,789 shares in the last 24 months. This volume of shares sold represents approximately $3.12B in transactions.


Related Companies

This page (NYSEARCA:IWS) was last updated on 3/27/2025 by MarketBeat.com Staff
From Our Partners
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Ex CIA predicts 40% “double crash” – April 11
The scientists here don’t study deadly viruses… directed energy weapons… or even weather control technology… ...
Paradigm Press | Sponsored
“Amazon Coin” set to outperform Bitcoin
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored
Urgent Bitcoin alert for RIGHT NOW
Former billion-dollar hedge fund manager Larry Benedict has released the most incredible presentation of his 4...
Brownstone Research | Sponsored
Just Revealed: The chip company making AI look primitive
In his just-released video presentation, this renowned market strategist — who's been called "one of the most ...
InvestorPlace | Sponsored