iShares Russell Mid-Cap ValuIWSETF
13F holders, Q1 2025 (March 31)924holders −24
49new positions
61sold out
3famous investors
$125.83avg. 13F price*
At the end of Q1 2025, 924 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, down 24 from Q4 2024. 49 opened new positions and 61 sold out. The largest holders were Jones Financial Companies LLLP ($1.3B), Morgan Stanley ($1.0B) and US Bancorp \de ($548.7M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $193.3M |
| Exits | 61 | $63.9M |
All 13F filers, Q4 2024 → Q1 2025: 3,713,625 shares bought and 3,735,429 shares sold, net −21,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 924 holders
| Jones Financial Companies LLLP | 1.13% | Add +7.9% | 10,056,638 | $1.3B |
| Morgan Stanley | 0.07% | Add +0.8% | 7,997,577 | $1.0B |
| US Bancorp \de | 0.73% | Add +2.5% | 4,355,252 | $548.7M |
| Envestnet Portfolio Solutions, Inc. | 1.90% | Add +1.6% | 3,944,685 | $496.9M |
| Wells Fargo & Company | 0.12% | Reduce -6.9% | 3,789,786 | $477.4M |
| Bank of America Corp. | 0.04% | Reduce -10.8% | 3,743,377 | $471.6M |
| Tiaa Trust, National Association | 1.33% | Reduce -6.8% | 3,381,633 | $426.0M |
| Royal Bank of Canada | 0.09% | Reduce -1.1% | 3,331,471 | $419.7M |
| First Citizens Bank & Trust Co. | 8.39% | Add +2.0% | 2,621,658 | $330.3M |
| Commonwealth Equity Services, LLC | 0.40% | Add +5.1% | 2,257,427 | $284.4M |
| Commerce Bank | 1.78% | Reduce -3.3% | 2,215,305 | $279.1M |
| FMR LLC | 0.02% | Reduce -1.4% | 1,988,150 | $250.4M |
| Betterment LLC | 0.51% | Reduce -4.7% | 1,710,860 | $215.5M |
| UBS Group AG | 0.05% | Reduce -1.1% | 1,676,983 | $211.2M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -1.6% | 1,422,498 | $179.2M |
| Zions Bancorporation, National Association | 9.58% | — | 1,204,677 | $151.8M |
| LPL Financial LLC | 0.06% | Add +5.4% | 1,161,640 | $146.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -8.9% | 1,091,185 | $137.4M |
| Cassaday & Co Wealth Management LLC | 3.44% | Add +0.6% | 972,214 | $122.5M |
| Victory Capital Management Inc. | 0.12% | Reduce -12.7% | 931,100 | $117.3M |
| Stephens Inc. | 1.51% | Reduce -0.8% | 816,571 | $102.9M |
| Stephens Group Asset Management, LLC | 7.23% | Add +6.4% | 711,118 | $89.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -9.1% | 702,523 | $88.5M |
| Raymond James Financial Inc. | 0.03% | Reduce -8.1% | 693,998 | $87.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.8% | 692,365 | $87.2M |
| American Century Companies Inc. | 0.05% | New | 619,916 | $78.1M |
| Heritage Wealth Advisors | 3.27% | Reduce -0.3% | 513,175 | $64.6M |
| Equitable Holdings, Inc. | 0.56% | Reduce -0.3% | 470,228 | $59.2M |
| Truist Financial Corp. | 0.09% | Reduce -1.1% | 429,707 | $54.1M |
| Money Concepts Capital Corp. | 3.99% | Add +11.9% | 423,388 | $53.3M |
| Pacific Life Fund Advisors LLC | 5.64% | New | 399,226 | $50.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.2% | 353,733 | $44.6M |
| AMG National Trust Bank | 1.21% | Reduce -2.0% | 342,268 | $43.1M |
| Lido Advisors, LLC | 0.25% | Add +13.5% | 335,803 | $42.3M |
| Cetera Investment Advisers | 0.08% | Add +11.3% | 326,445 | $41.1M |
| Natixis Advisors, LLC | 0.07% | Add +46.8% | 307,338 | $38.7M |
| One Capital Management, LLC | 1.29% | Reduce -5.7% | 303,559 | $38.2M |
| AE Wealth Management LLC | 0.31% | Reduce -3.6% | 292,979 | $36.9M |
| Mariner, LLC | 0.06% | Add +4.9% | 280,382 | $35.3M |
| Chicago Partners Investment Group LLC | 1.11% | Add +0.3% | 269,033 | $33.5M |
| Cedar Mountain Advisors, LLC | 7.19% | Add +0.9% | 254,871 | $32.1M |
| GLOBALT Investments LLC / GA | 1.28% | Reduce -2.5% | 249,589 | $31.4M |
| HighTower Advisors, LLC | 0.04% | Add +35.9% | 222,485 | $28.0M |
| Corient Private Wealth LP | 0.05% | Add +92.8% | 221,746 | $27.9M |
| Wescott Financial Advisory Group, LLC | 2.83% | Reduce -5.8% | 216,782 | $27.3M |
| LPWM LLC | 8.60% | Add +4.6% | 211,974 | $26.7M |
| Keybank National Association | 0.10% | Reduce -0.3% | 202,402 | $25.5M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -1.8% | 178,596 | $22.5M |
| Northern Trust Corp. | 0.00% | Add +31.8% | 177,484 | $22.4M |
| Covenant Partners, LLC | 7.18% | Reduce -1.7% | 176,163 | $22.2M |
| Wellington Management Group LLP | 0.00% | New | 175,806 | $22.1M |
| M&T Bank Corp | 0.08% | Reduce -3.9% | 175,720 | $22.1M |
| Thompson Siegel & Walmsley LLC | 0.37% | Reduce -40.5% | 172,019 | $21.7M |
| Moneta Group Investment Advisors LLC | 0.29% | Add +3.0% | 169,866 | $21.4M |
| RTD Financial Advisors, Inc. | 2.87% | Add +3.8% | 169,337 | $21.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -13.2% | 167,571 | $21.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +6.6% | 167,464 | $21.1M |
| Rodgers & Associates, LTD | 2.57% | Add +3.8% | 167,407 | $21.1M |
| Focus Partners Wealth | 0.05% | Reduce -2.6% | 166,739 | $21.0M |
| Badgley Phelps Wealth Managers, LLC | 0.50% | Add +2.5% | 163,875 | $20.6M |
| Asset Management Group, Inc. | 3.52% | Reduce -0.3% | 151,190 | $19.0M |
| Captrust Financial Advisors | 0.05% | Add +3.2% | 148,078 | $18.7M |
| Legacy Edge Advisors, LLC | 2.77% | Add +2.1% | 140,919 | $17.8M |
| Bishop & Co Investment Management, LLC | 6.82% | Reduce -0.1% | 140,040 | $17.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.6% | 133,075 | $16.8M |
| Stifel Financial Corp. | 0.02% | Add +5.5% | 131,677 | $16.6M |
| First Citizens Asset Management, Inc. | 6.42% | Add +0.7% | 131,006 | $16.5M |
| Fifth Third Bancorp | 0.06% | Add +2.6% | 130,529 | $16.4M |
| Anchor Capital Advisors LLC | 0.49% | Reduce -73.9% | 129,967 | $16.4M |
| Bellwether Advisors, LLC | 3.37% | New | 127,894 | $16.1M |
| LBJ Family Wealth Advisors, Ltd. | 10.13% | Reduce -0.1% | 125,960 | $15.9M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +4.4% | 119,408 | $15.0M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -1.3% | 134,123 | $14.8M |
| FSA Wealth Management LLC | 6.11% | Reduce -0.7% | 114,284 | $14.4M |
| HSBC Holdings PLC | 0.01% | Add +7.5% | 113,747 | $14.3M |
| Creative Planning | 0.01% | Reduce -1.6% | 110,403 | $13.9M |
| Waverly Advisors, LLC | 0.17% | Reduce -1.0% | 109,504 | $13.8M |
| Fifth Third Securities, Inc. | 1.14% | Add +1.3% | 107,508 | $13.5M |
| Baird Financial Group, Inc. | 0.03% | Reduce -9.8% | 105,877 | $13.3M |
| Comerica Bank | 0.06% | Add +1.9% | 105,447 | $13.3M |
| Sterling Capital Management LLC | 0.21% | Add +1.2% | 105,354 | $13.3M |
| Nuance Investments, LLC | 0.80% | Reduce -24.8% | 97,008 | $12.2M |
| Bokf, NA | 0.21% | Reduce -4.5% | 94,388 | $11.9M |
| Johnson Investment Counsel Inc. | 0.11% | Reduce -0.6% | 94,334 | $11.9M |
| Bank of Montreal | 0.01% | Reduce -2.3% | 94,084 | $11.9M |
| Prosperity Consulting Group, LLC | 0.90% | Reduce -0.2% | 92,815 | $11.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -8.9% | 92,525 | $11.7M |
| Occidental Asset Management, LLC | 1.75% | Reduce -0.1% | 91,818 | $11.6M |
| Evergreen Capital Management LLC | 0.39% | Add +2.0% | 91,742 | $11.6M |
| Clearstead Advisors, LLC | 0.17% | Reduce -0.9% | 85,939 | $10.8M |
| UMB Bank, n.a. | 0.18% | Reduce -4.5% | 85,641 | $10.8M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -4.3% | 83,614 | $10.5M |
| JMG Financial Group, Ltd. | 0.33% | Add +0.4% | 78,832 | $9.9M |
| First Horizon Advisors, Inc. | 0.27% | Reduce -5.7% | 77,351 | $9.7M |
| MAI Capital Management | 0.07% | Reduce -2.9% | 76,249 | $9.6M |
| Savant Capital, LLC | 0.08% | Reduce -3.0% | 75,864 | $9.6M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +0.1% | 75,123 | $9.5M |
| Accredited Investors Inc. | 0.58% | Reduce -7.4% | 74,197 | $9.3M |
| Citigroup Inc. | 0.01% | Add +224.9% | 72,932 | $9.2M |
| WestHill Financial Advisors, Inc. | 2.05% | Add +1.9% | 71,119 | $9.0M |
"% of holder's portfolio" is IWS's weight in each manager's 13F, not the share of iShares Russell Mid-Cap Valu the manager owns.