Who Owns IWS?
iShares Russell Mid-Cap Value ETF — Institutional Ownership & 13F Holdings
$155.57
-0.43 (-0.28%)
Market Cap
$17.9B
Shares Outstanding
120,349,996
Institutional Holders
903
Total Inst. Value
$8.6B
% of Float Held
—
QoQ Holder Change
+360
Institutional data as of Q1 2025
New Positions
216
Closed Positions
67
Increased
211
Decreased
286
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $1.2B | 9,961,017 |
| 2 | MORGAN STANLEY | $1.0B | 7,997,577 |
| 3 | US BANCORP \DE\ | $548.7M | 4,355,252 |
| 4 | WELLS FARGO & COMPANY/MN | $477.4M | 3,789,786 |
| 5 | BANK OF AMERICA CORP /DE/ | $471.6M | 3,743,377 |
| 6 | TIAA TRUST, NATIONAL ASSOCIATION | $426.0M | 3,381,633 |
| 7 | ROYAL BANK OF CANADA | $419.7M | 3,331,471 |
| 8 | FIRST CITIZENS BANK & TRUST CO | $330.3M | 2,621,658 |
| 9 | FMR LLC | $250.4M | 1,988,150 |
| 10 | Betterment LLC | $215.5M | 1,710,860 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +641K | $1.2B |
| MORGAN STANLEY | +68K | $1.0B |
| US BANCORP \DE\ | +104K | $548.7M |
| FIRST CITIZENS BANK & TRUST CO | +51K | $330.3M |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/New | +1.2M | $151.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -455K | $471.6M |
| ANCHOR CAPITAL ADVISORS LLC | -368K | $16.4M |
| WELLS FARGO & COMPANY/MN | -279K | $477.4M |
| TIAA TRUST, NATIONAL ASSOCIATION | -248K | $426.0M |
| VICTORY CAPITAL MANAGEMENT INC | -136K | $117.3M |
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Frequently Asked Questions
How many institutional investors hold IWS?
As of Q1 2025, 903 institutional investors report holding IWS (iShares Russell Mid-Cap Value ETF) in their 13F filings.
Which hedge fund owns the most IWS?
The largest institutional holder of IWS is JONES FINANCIAL COMPANIES LLLP with $1.2B in shares.
Are institutions buying or selling IWS?
This quarter, 216 institutions opened new positions in IWS and 67 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.