iShares Russell Mid-Cap Value ETF (IWS)
ETF ยท NYSE Arca
iShares Russell Mid-Cap Value ETF (IWS) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 17, 2001.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- July 17, 2001
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 1,040 institutions reported holding IWS, with 72.4 million shares worth $11.9 billion in aggregate. The largest reported holder was Morgan Stanley, with 8.1 million shares worth $1.3 billion. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 8,080,549 | $1.3B | Added 0.19% |
| Jones Financial Companies Lllp | 6,991,663 | $1.2B | Reduced 9.23% |
| Wells Fargo & Company/MN | 3,628,958 | $597M | Reduced 7.74% |
| Bank of America | 3,493,811 | $575M | Reduced 2.07% |
| Tiaa-Cref Individual & Institutional Services | 2,733,733 | $450M | Added 2.26% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is IWS?
iShares Russell Mid-Cap Value ETF (IWS) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 17, 2001.
Who are the largest institutional holders of IWS?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IWS were Morgan Stanley, Jones Financial Companies Lllp and Wells Fargo & Company/MN.
How many institutions own IWS?
1,040 institutions reported a position in IWS for the quarter ended June 30, 2026, worth $11.9 billion in total.
Did institutions buy or sell IWS last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for IWS.
Every reported institutional holder, plus insider and congressional trades in IWS, on SentiSense.