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

iShares Russell Mid-Cap Value ETF logo
$135.24 +1.60 (+1.20%)
As of 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)
404
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
360
Total
Institutional Outflows
(last 12 months)
$1.58B
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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
1/21/2025Linden Thomas Advisory Services LLC3,790$490K0.1%N/A0.004%
1/21/2025Geneos Wealth Management Inc.19,592$2.53M0.1%+0.6%0.019%
1/21/2025Dynamic Advisor Solutions LLC1,727$223K0.0%-13.2%0.002%
1/21/2025Fifth Third Bancorp127,189$16.45M0.1%-4.1%0.121%
1/21/2025Goelzer Investment Management Inc.16,959$2.19M0.1%-1.4%0.016%
1/21/2025Rodgers & Associates LTD161,250$20.86M2.5%+3.1%0.154%
1/21/2025Brighton Jones LLC20,670$2.67M0.1%+1.0%0.020%
1/17/2025 Avior Wealth Management LLC6,666$862K0.0%-13.1%0.006%
1/17/2025 Mutual Advisors LLC7,380$981K0.0%+4.8%0.007%
1/17/2025 Janney Montgomery Scott LLC42,476$5.49M0.0%+13.5%0.041%
1/17/2025 Bartlett & CO. Wealth Management LLC87,374$11.30M0.2%-5.3%0.083%
1/17/2025 Park Place Capital Corp12,468$1.61M0.5%+8.7%0.012%
1/17/2025 Daymark Wealth Partners LLC1,902$246K0.0%+4.6%0.002%
1/17/2025 Luts & Greenleigh Group Inc.8,545$1.11M1.1%+0.9%0.008%
1/17/2025 Finley Financial LLC3,610$476K0.2%N/A0.003%
1/17/2025 Albion Financial Group UT231$30K0.0%N/A0.000%
1/17/2025 ERTS Wealth Advisors LLC11,197$1.45M0.3%+6.5%0.011%
1/17/2025 MCF Advisors LLC8,689$1.12M0.1%+15.8%0.008%
1/17/2025 Perfromance Wealth Partners LLC16,305$2.11M0.1%-2.4%0.016%
1/17/2025 ADE LLC7,362$952K0.6%+6.2%0.007%
1/16/2025 Aspiriant LLC2,458$318K0.0%+42.2%0.002%
1/16/2025 Ballentine Partners LLC16,161$2.09M0.0%-1.4%0.015%
1/16/2025 Pure Financial Advisors LLC11,424$1.48M0.0%-2.2%0.011%
1/16/2025 Hoese & Co LLP203$26K0.0%N/A0.000%
1/16/2025 Harbor Investment Advisory LLC23,644$3.06M0.3%-1.1%0.023%
1/16/2025 MassMutual Private Wealth & Trust FSB319$41K0.0%+81.3%0.000%
1/16/2025 Corundum Group Inc.49,829$6.45M2.4%-2.4%0.048%
1/16/2025 Willner & Heller LLC5,085$658K0.6%-6.9%0.005%
1/16/2025 City Holding Co.26,616$3.44M0.5%+3.4%0.025%
1/16/2025 Annex Advisory Services LLC3,971$514K0.0%+31.8%0.004%
1/16/2025 Brady Martz Wealth Solutions LLC34,151$4.45M1.1%N/A0.033%
1/16/2025 My Legacy Advisors LLC10,785$1.42M0.6%+5.2%0.010%
1/15/2025 Whitaker Myers Wealth Managers LTD.28,033$3.63M1.1%+9.1%0.027%
1/15/2025 Ameritas Advisory Services LLC11,735$1.52M0.1%+49.7%0.011%
1/15/2025 Sanibel Captiva Trust Company Inc.2,268$293K0.0%-11.7%0.002%
1/15/2025 Arkadios Wealth Advisors6,312$816K0.0%+3.9%0.006%
1/15/2025 Sax Wealth Advisors LLC3,253$421K0.0%+106.0%0.003%
1/15/2025 Merit Financial Group LLC21,163$2.74M0.0%+796.0%0.020%
1/15/2025 Saxon Interests Inc.7,628$987K0.4%-1.3%0.007%
1/15/2025 Wealthcare Advisory Partners LLC7,524$973K0.0%+53.2%0.007%
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1/15/2025 Everpar Advisors LLC1,713$222K0.1%N/A0.002%
1/15/2025 Total Wealth Planning LLC3,683$476K0.1%-5.7%0.004%
1/15/2025 First Pacific Financial20,785$2.69M0.6%-1.4%0.020%
1/15/2025 KMG Fiduciary Partners LLC43,748$5.66M0.5%+4.1%0.042%
1/15/2025 Decker Retirement Planning Inc.2,179$282K0.2%N/A0.002%
1/15/2025 Occidental Asset Management LLC91,916$11.89M1.9%+4.4%0.088%
1/15/2025 Legacy Wealth Asset Management LLC4,834$625K0.2%N/A0.005%
1/15/2025 Inspirion Wealth Advisors LLC60,010$7.78M1.1%-0.7%0.057%
1/15/2025 Cordant Inc.5,042$652K0.3%-3.6%0.005%
1/14/2025 Essex Savings Bank2,170$281K0.1%+10.7%0.002%
1/14/2025 Stephens Group Asset Management LLC668,615$86.48M7.2%-0.2%0.639%
1/14/2025 Park Avenue Securities LLC36,373$4.70M0.0%+24.3%0.035%
1/14/2025 Lpwm LLC202,699$26.22M8.4%-0.8%0.194%
1/14/2025 Affinity Capital Advisors LLC11,638$1.51M0.3%+1.3%0.011%
1/14/2025 Signal Advisors Wealth LLC4,183$541K0.1%-6.4%0.004%
1/13/2025 TPG Financial Advisors LLC1,858$240K0.1%-5.8%0.002%
1/13/2025 AdvisorNet Financial Inc18,286$2.37M0.2%+9.6%0.017%
1/13/2025 Miracle Mile Advisors LLC2,517$326K0.0%+8.1%0.002%
1/13/2025 Reinhart Partners LLC.245,513$31.76M1.2%N/A0.234%
1/13/2025 Thomasville National Bank7,697$996K0.1%-5.7%0.007%
1/13/2025 Capital Investment Advisors LLC3,150$407K0.0%-12.9%0.003%
1/13/2025 Brookstone Capital Management8,198$1.06M0.0%+10.1%0.008%
1/13/2025 City Center Advisors LLC4,340$561K0.6%-2.4%0.004%
1/10/2025 Atlas Brown Inc.20,699$2.68M0.9%+0.5%0.020%
1/10/2025 Wealth Enhancement Advisory Services LLC104,279$13.79M0.0%+1.4%0.100%
1/10/2025 ORG Partners LLC2,612$338K0.0%+8.6%0.002%
1/10/2025 Marotta Asset Management1,617$208K0.0%-15.0%0.002%
1/7/2025 Diversified Trust Co5,812$752K0.0%-10.3%0.006%
1/3/2025 Dentgroup LLC2,039$264K0.2%-14.5%0.002%
12/26/2024JPMorgan Chase & Co.711,365$94.08M0.0%+0.5%0.679%
12/19/2024Principal Financial Group Inc.52,600$6.96M0.0%-25.9%0.050%
12/13/2024B. Riley Wealth Advisors Inc.18,862$2.48M0.1%-10.9%0.018%
11/27/2024Franklin Resources Inc.13,118$1.75M0.0%-2.9%0.013%
11/26/2024Peapack Gladstone Financial Corp31,704$4.19M0.1%-0.9%0.030%
11/25/2024Synovus Financial Corp69,873$9.24M0.1%+4.8%0.067%
11/25/2024Wilmington Savings Fund Society FSB8,693$1.15M0.0%+3.4%0.008%
11/25/2024Broadview Financial Management LLC13,891$1.84M1.2%+6.9%0.013%
11/25/2024World Investment Advisors LLC1,912$253K0.0%N/A0.002%
11/25/2024Sanctuary Advisors LLC58,074$8.05M0.1%+2.0%0.055%
11/20/2024SOA Wealth Advisors LLC.1,174$155K0.0%-26.6%0.001%
11/19/2024Barclays PLC4,800$635K0.0%N/A0.005%
11/19/2024McIlrath & Eck LLC563$74K0.0%+18.8%0.001%
11/19/2024M&T Bank Corp190,284$25.17M0.1%-2.5%0.182%
11/18/2024Rehmann Capital Advisory Group12,156$1.61M0.1%-1.4%0.012%
11/18/2024TD Private Client Wealth LLC12,930$1.71M0.0%-4.2%0.012%
11/15/2024MidWestOne Financial Group Inc.3,287$435K0.1%+11.6%0.003%
11/15/2024Brophy Wealth Management LLC14,561$1.93M0.7%N/A0.014%
11/15/2024M&T Bank Corp190,284$25.17M0.1%-2.5%0.182%
11/15/2024Barclays PLC4,800$635K0.0%N/A0.005%
11/15/2024Continuum Advisory LLC2,632$356K0.0%+3.3%0.003%
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Here’s the full story for you.
11/15/2024Peloton Wealth Strategists13,469$1.78M0.7%+2.3%0.013%
11/15/2024Y Intercept Hong Kong Ltd2,859$378K0.0%+65.3%0.003%
11/15/2024MML Investors Services LLC61,414$8.12M0.0%+2.8%0.059%
11/15/2024Legacy Investment Solutions LLC249$34K0.0%N/A0.000%
11/15/2024Orion Portfolio Solutions LLC12,216$1.62M0.0%+31.1%0.012%
11/15/2024Zacks Investment Management4,068$538K0.0%N/A0.004%
11/15/2024EP Wealth Advisors LLC38,405$5.08M0.0%+14.5%0.037%
11/15/2024Kovitz Investment Group Partners LLC20,825$2.75M0.0%-0.6%0.020%
11/15/2024Stifel Financial Corp129,108$17.08M0.0%-1.4%0.123%
11/15/2024SageView Advisory Group LLC15,557$2.06M0.1%-8.5%0.015%
(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, 805 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 635 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 62,656,326 shares in the last 24 months. This purchase volume represents approximately $6.90B in transactions.

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

Of the 528 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), Commerce Bank ($547.70K), and Wells Fargo & Company MN ($535.80K).

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

Institutional investors have sold a total of 28,509,618 shares in the last 24 months. This volume of shares sold represents approximately $3.23B in transactions.


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This page (NYSEARCA:IWS) was last updated on 1/21/2025 by MarketBeat.com Staff
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