ISHARES RUSSELL MID-CAP VALU (IWS) Institutional Ownership Changes & 13F Activity
ISHARES RUSSELL MID-CAP VALU (IWS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Jones Financial Companies Lllp, Equitable Holdings, Inc., Wells Fargo & Company/Mn, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +168 | — | 168 | $27.65K | Q2 2026 | Sep 18, 2026 |
| Smith Chas P & Associates Pa Cpas | Buy | +1,319 | — | 1,319 | $217.11K | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +4,898 | +20.4% | 28,947 | $4.76M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -5 | -0.1% | 7,731 | $1.27M | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -41,556 | -14.9% | 236,815 | $38.98M | Q2 2026 | Sep 03, 2026 |
| Citadel Advisors Llc | Buy | +15,618 | — | 15,618 | $2.57M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +71 | +645.5% | 82 | $13.54K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +6,182 | +4.7% | 138,168 | $22.74M | Q2 2026 | Aug 27, 2026 |
| West Michigan Advisors, Llc | Sell | -69 | -4.1% | 1,623 | $267.19K | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Sell | -5,768 | -47.7% | 6,325 | $1.04M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +11,522 | +32.9% | 46,547 | $7.66M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -693 | -3.2% | 20,875 | $3.44M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -201 | -1.5% | 12,789 | $2.11M | Q2 2026 | Aug 19, 2026 |
| 49 Wealth Management, Llc | Buy | +5,002 | — | 5,002 | $823.33K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +877 | +5.0% | 18,262 | $3.01M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Buy | +5 | +0.1% | 7,760 | $1.28M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -364,548 | -89.6% | 42,307 | $6.96M | Q2 2026 | Aug 17, 2026 |
| Ruggaard & Associates Llc | Buy | +1,894 | — | 1,894 | $311.75K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -992 | -8.7% | 10,360 | $1.71M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +568 | — | 568 | $93.61K | Q2 2026 | Aug 17, 2026 |
| Jacobs Equity Llc | Sell | -273 | -4.6% | 5,635 | $927.52K | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Buy | +129 | +6.7% | 2,051 | $337.69K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +26 | +0.3% | 8,191 | $1.35M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +22 | +1.7% | 1,299 | $214.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,024,250 | — | 1,024,250 | $168.92M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -710,571 | -9.2% | 6,991,663 | $1.15B | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -304,372 | -7.7% | 3,628,958 | $597.33M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -200,917 | -8.5% | 2,175,825 | $358.14M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -92,283 | -6.2% | 1,386,524 | $228.22M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Sell | -82,307 | -31.8% | 176,817 | $29.10M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about IWS activity
Which institutional owners are buying IWS?
Institutional owners buying IWS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IWS activity?
"Buy" means an investor increased their reported position in IWS compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL MID-CAP VALU (IWS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IWS increasing?
Institutional interest in IWS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.