IWS · iShares Russell Mid-Cap Value ETF ETF
$170.28
-0.62 (-0.36%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 8
Total Value: $66,609,008
Total Shares: 404,672
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 8 13F filers · Δ vs Mar 31, 2026Top Holder
58.5%
+48.0 pts
Top 5
99.7%
+65.7 pts
Top 10
100.0%
+50.7 pts
HHI
4,618
Highly concentrated+4,252
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
3
Decreased
2
Sold Out
975
Unchanged
2
Holder count:
-974
Institutional value:
-99.4%
Shares held:
-99.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +16,318 | 19,618 | |
| Large Corient Private Wealth LLC | +6,182 | 138,168 | |
| Small Cornerstone Financial Management LLC | +71 | 82 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid ANCHOR CAPITAL ADVISORS LLC | −41,556 | 236,815 | |
| Mid Parkside Financial Bank & Trust | −5 | 7,731 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | 1,258 | $207,066 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 8,065,380 | $1,175,448,479 | |
| Large JONES FINANCIAL COMPANIES LLLP | 7,702,234 | $1,122,523,582 | |
| Mega WELLS FARGO & COMPANY/MN | 3,933,330 | $573,243,512 | |
| Mega BANK OF AMERICA CORP /DE/ | 3,567,568 | $519,937,358 | |
| Mid Envestnet Portfolio Solutions, Inc. | 2,782,303 | $405,492,839 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid ANCHOR CAPITAL ADVISORS LLC IWS | $38,979,749 | 58.52% | 236,815 | Shares | 2026-09-03 | |
| Large Corient Private Wealth LLC IWS | $22,742,452 | 34.14% | 138,168 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IWS | $2,570,722 | 3.86% | 15,618 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IWS | $1,272,522 | 1.91% | 7,731 | Shares | 2026-09-04 | |
| Mega CITADEL ADVISORS LLC IWS | $658,400 | 0.99% | 4,000 | Call | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IWS | $207,066 | 0.31% | 1,258 | Shares | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. IWS | $86,415 | 0.13% | 525 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC IWS | $78,185 | 0.12% | 475 | Shares | 2026-08-27 | |
| Small Cornerstone Financial Management LLC IWS | $13,497 | 0.02% | 82 | Shares | 2026-08-28 |