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

iShares Russell Mid-Cap Value ETF logo
$135.74 +0.79 (+0.59%)
(As of 11/20/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
400
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
360
Total
Institutional Outflows
(last 12 months)
$1.59B
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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
11/19/2024 Barclays PLC4,800$635K0.0%N/A0.005%
11/19/2024McIlrath & Eck LLC563$74K0.0%+18.8%0.001%
11/19/2024 M&T Bank Corp190,284$25.17M0.1%-2.5%0.182%
11/18/2024 Rehmann Capital Advisory Group12,156$1.61M0.1%-1.4%0.012%
11/18/2024 TD Private Client Wealth LLC12,930$1.71M0.0%-4.2%0.012%
11/15/2024 MidWestOne Financial Group Inc.3,287$435K0.1%+11.6%0.003%
11/15/2024 Brophy Wealth Management LLC14,561$1.93M0.7%N/A0.014%
11/15/2024 M&T Bank Corp190,284$25.17M0.1%-2.5%0.182%
11/15/2024 Barclays PLC4,800$635K0.0%N/A0.005%
11/15/2024 Continuum Advisory LLC2,632$356K0.0%+3.3%0.003%
11/15/2024 Peloton Wealth Strategists13,469$1.78M0.7%+2.3%0.013%
11/15/2024 Y Intercept Hong Kong Ltd2,859$378K0.0%+65.3%0.003%
11/15/2024 MML Investors Services LLC61,414$8.12M0.0%+2.8%0.059%
11/15/2024 Legacy Investment Solutions LLC249$34K0.0%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC12,216$1.62M0.0%+31.1%0.012%
11/15/2024 Zacks Investment Management4,068$538K0.0%N/A0.004%
11/15/2024 EP Wealth Advisors LLC38,405$5.08M0.0%+14.5%0.037%
11/15/2024 Kovitz Investment Group Partners LLC20,825$2.75M0.0%-0.6%0.020%
11/15/2024 Stifel Financial Corp129,108$17.08M0.0%-1.4%0.123%
11/15/2024 SageView Advisory Group LLC15,557$2.06M0.1%-8.5%0.015%
11/15/2024 Quantinno Capital Management LP2,525$334K0.0%N/A0.002%
11/15/2024 IHT Wealth Management LLC5,781$764K0.0%-2.0%0.006%
11/15/2024 Integrated Wealth Concepts LLC7,608$1.01M0.0%-2.2%0.007%
11/15/2024 HighTower Advisors LLC158,113$20.91M0.0%+3.2%0.151%
11/15/2024 Ascent Group LLC43,784$5.79M0.4%-6.0%0.042%
11/15/2024 Benjamin Edwards Inc.9,881$1.32M0.0%N/A0.009%
11/15/2024 FSA Wealth Management LLC115,561$15.28M6.1%N/A0.110%
11/14/2024 Tradition Wealth Management LLC13,781$1.82M0.2%-1.8%0.013%
11/14/2024 Widmann Financial Services Inc.14,977$1.98M1.5%+1.3%0.014%
11/14/2024 Captrust Financial Advisors123,366$16.32M0.0%-2.0%0.118%
11/14/2024 Rockefeller Capital Management L.P.153,495$20.30M0.1%-4.2%0.147%
11/14/2024 RPg Family Wealth Advisory LLC561$74K0.0%N/A0.001%
11/13/2024 Freedom Investment Management Inc.16,197$2.14M0.2%-9.4%0.015%
11/13/2024 Townsquare Capital LLC18,615$2.46M0.0%-4.7%0.018%
11/13/2024 Cadence Bank13,991$1.85M0.1%N/A0.013%
11/13/2024 D.A. Davidson & CO.13,259$1.75M0.0%+17.2%0.013%
11/13/2024 FMR LLC2,021,971$267.41M0.0%-0.7%1.931%
11/13/2024 Bank of Montreal Can97,268$12.84M0.0%+0.4%0.093%
11/13/2024 Associated Banc Corp1,628$215K0.0%N/A0.002%
11/13/2024 Private Trust Co. NA8,488$1.12M0.1%+23.1%0.008%
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11/13/2024 Wittenberg Investment Management Inc.8,262$1.09M0.4%-37.7%0.008%
11/13/2024 Davis R M Inc.5,170$684K0.0%+4.7%0.005%
11/12/2024 Baltimore Washington Financial Advisors Inc.7,434$983K0.1%-1.5%0.007%
11/12/2024 Wescott Financial Advisory Group LLC235,949$31.20M3.4%-13.2%0.225%
11/12/2024 Truepoint Inc.8,872$1.17M0.0%-1.7%0.008%
11/12/2024 Cerity Partners LLC23,896$3.16M0.0%+76.4%0.023%
11/12/2024 Great Valley Advisor Group Inc.33,976$4.49M0.1%+4.7%0.032%
11/12/2024 Flagstar Advisors Inc.3,100$410K0.1%-3.2%0.003%
11/12/2024 Nwam LLC2,259$299K0.0%N/A0.002%
11/12/2024 Meridian Wealth Management LLC9,086$1.20M0.1%N/A0.009%
11/12/2024 Icon Wealth Advisors LLC42,184$5.58M0.2%+1,215.8%0.040%
11/12/2024 Asset Management Group Inc.152,168$20.12M3.5%-0.4%0.145%
11/12/2024 Thompson Siegel & Walmsley LLC109,967$14.54M0.2%-40.3%0.105%
11/9/2024 LPL Financial LLC987,928$130.65M0.1%+12.6%0.944%
11/9/2024 German American Bancorp Inc.2,263$299K0.0%-95.1%0.002%
11/9/2024 STAR Financial Bank13,144$1.74M1.2%-6.0%0.013%
11/8/2024 King Luther Capital Management Corp5,446$720K0.0%-26.1%0.005%
11/8/2024 EverSource Wealth Advisors LLC14,115$1.87M0.1%-17.9%0.013%
11/8/2024 Stonebridge Financial Planning Group LLC5,458$722K0.3%-4.5%0.005%
11/8/2024 Darwin Wealth Management LLC335$44K0.0%N/A0.000%
11/8/2024 Nuance Investments LLC17,811$2.35M0.1%-63.7%0.017%
11/8/2024 Etfidea LLC90,620$11.98M3.8%+1.0%0.087%
11/8/2024 First Horizon Advisors Inc.79,670$10.54M0.3%-2.2%0.076%
11/8/2024 Commerce Bank2,346,647$310.34M1.9%-3.7%2.241%
11/8/2024 MWA Asset Management11,689$1.55M1.0%+1.8%0.011%
11/8/2024 Avior Wealth Management LLC7,668$1.01M0.0%-1.1%0.007%
11/8/2024 PNC Financial Services Group Inc.1,464,783$193.72M0.1%-2.8%1.399%
11/8/2024 SouthState Corp1,834$243K0.0%-6.8%0.002%
11/8/2024 Vance Wealth Inc.45,177$5.98M2.3%+6.8%0.043%
11/8/2024 Prospera Financial Services Inc11,602$1.54M0.0%+10.8%0.011%
11/7/2024 Tranquility Partners LLC7,107$940K0.3%-3.8%0.007%
11/7/2024 Pathstone Holdings LLC33,803$4.47M0.0%-1.8%0.032%
11/7/2024 Cassaday & Co Wealth Management LLC951,622$125.85M3.6%+2.3%0.909%
11/7/2024 GLOBALT Investments LLC GA264,247$34.95M1.3%-3.9%0.252%
11/7/2024 MAI Capital Management70,999$9.39M0.1%+3.7%0.068%
11/7/2024 AMG National Trust Bank356,138$47.10M1.3%-1.6%0.340%
11/7/2024 TrinityPoint Wealth LLC2,804$371K0.1%+4.2%0.003%
11/7/2024 Thrivent Financial for Lutherans14,167$1.87M0.0%+10.6%0.014%
11/7/2024 Peterson Financial Group Inc.5,017$664K2.6%-10.3%0.005%
11/6/2024 BCGM Wealth Management LLC2,577$341K0.1%-2.8%0.002%
11/6/2024 Accredited Investors Inc.81,912$10.83M0.6%+1.2%0.078%
11/6/2024 Mill Creek Capital Advisors LLC62,015$8.20M0.2%+0.7%0.059%
11/6/2024 Vaughan Nelson Investment Management L.P.1,056$140K0.0%-51.2%0.001%
11/6/2024 LJI Wealth Management LLC4,700$622K0.1%-2.2%0.004%
11/6/2024 Insight 2811 Inc.10,155$1.34M0.7%-29.8%0.010%
11/6/2024 OneDigital Investment Advisors LLC4,966$657K0.0%+33.5%0.005%
11/6/2024 Neumann Capital Management LLC1,524$202K0.1%N/A0.001%
11/6/2024 Zions Bancorporation N.A.1,098,634$145.29M10.6%-0.3%1.049%
11/6/2024 Pinnacle Financial Partners Inc57,136$7.56M0.2%+2.9%0.055%
11/5/2024 Carlton Hofferkamp & Jenks Wealth Management LLC5,497$718K0.2%+1.7%0.005%
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11/5/2024 Empower Advisory Group LLC2,871$380K0.0%-3.5%0.003%
11/5/2024 Victory Capital Management Inc.1,036,700$137.10M0.1%-14.7%0.990%
11/5/2024 Accredited Investors Inc.2,296,845$303.76M7.6%+2,738.7%2.194%
11/5/2024 Aptus Capital Advisors LLC11,491$1.52M0.0%+6.8%0.011%
11/5/2024 Prime Capital Investment Advisors LLC2,658$352K0.0%+23.2%0.003%
11/5/2024 Nations Financial Group Inc. IA ADV15,351$2.03M0.1%+7.1%0.015%
11/4/2024 Venturi Wealth Management LLC1,717$227K0.0%N/A0.002%
11/4/2024 Noble Family Wealth LLC21,069$2.79M0.7%-8.5%0.020%
11/4/2024 Sigma Planning Corp18,299$2.42M0.1%+10.7%0.017%
11/2/2024 Mesirow Financial Investment Management Inc.3,903$516K0.0%+7.7%0.004%
(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, 800 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 ($874.37M), Morgan Stanley ($849.83M), TIAA Trust National Association ($557.12M), US Bancorp DE ($552.71M), Envestnet Portfolio Solutions Inc. ($500.72M), and Wells Fargo & Company MN ($480.71M).Learn more on IWS's institutional investors.

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

Of the 637 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. ($4.15M), Accredited Investors Inc. ($2.31M), American Century Companies Inc. ($2.25M), Osaic Holdings Inc. ($1.16M), and Cassaday & Co Wealth Management LLC ($920.45K).

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

Institutional investors have bought a total of 62,527,503 shares in the last 24 months. This purchase volume represents approximately $6.88B in transactions.

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

Of the 524 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 ($8.22M), Envestnet Asset Management Inc. ($6.09M), First Citizens Bank & Trust Co. ($3.08M), Victory Capital Management Inc. ($842K), American Century Companies Inc. ($760.73K), TIAA FSB ($615.21K), and Commerce Bank ($547.70K).

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

Institutional investors have sold a total of 28,980,658 shares in the last 24 months. This volume of shares sold represents approximately $3.27B in transactions.


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This page (NYSEARCA:IWS) was last updated on 11/20/2024 by MarketBeat.com Staff
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