ISHARES RUSSELL MIDCAP VALUE INDEX FUND

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IWS·464287473·US·ETF·Unknown - Unknown-13D/G

IWS (ISHARES RUSSELL MIDCAP VALUE INDEX FUND) is held by 142 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($1.3B), JONES FINANCIAL COMPANIES LLLP ($1.2B), WELLS FARGO & COMPANY/MN ($597.3M). Net institutional sentiment: Mixed.

142

Holders

(22 Elite)

$8.3B

Total Value

48% (134)

Consensus

64 buying - 70 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)48

Insider (Form 4)64

Activist (13D/13G)36

Congressional (STOCK Act)78

Holder Quality

84

★★★★★

Elite

26

★★★★

Strong

12

★★★

Solid

50

★★

Below

59

★

Weak

Held by 142 funds

22 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Jul 15, 2025 · Congress none

ActivistTRUIST FINANCIAL CORP0.4%Jul 15, 2025

View all activist filings

Top Holders

Top Holders (142)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	8.1M(+0.2%)	$1.3B	0.1%	+44.18%	32
JONES FINANCIAL COMPANIES LLLP	Decreased	7M(-9.2%)	$1.2B	0.5%	+89.49%	0
WELLS FARGO & COMPANY/MN	Decreased	3.6M(-7.7%)	$597.3M	0.1%	+63.92%	0
BANK OF AMERICA CORP /DE/	Decreased	3.5M(-2.1%)	$575.1M	0.0%	+32.25%	0
Envestnet Portfolio Solutions, Inc.	Decreased	2.5M(-9.3%)	$415.2M	2.0%	+56.25%	0
ROYAL BANK OF CANADA	Decreased	2.2M(-8.4%)	$358.1M	0.1%	+33.15%	0
US BANCORP \DE\	Decreased	2M(-2.4%)	$326.7M	0.4%	+80.68%	0
FMR LLC	Decreased	1.9M(-0.7%)	$315.2M	0.0%	+34.37%	0
COMMERCE BANK	Decreased	1.9M(-3.4%)	$314.8M	1.4%	+120.08%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.9M(+0.1%)	$307.5M	0.4%	+101.16%	37
UBS Group AG	Decreased	1.7M(-5.2%)	$277.5M	0.0%	+88.94%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	1.2M(-2.1%)	$201.6M	0.1%	+89.01%	0
LPL Financial LLC	Decreased	1.2M(-2.1%)	$200.9M	0.0%	+78.09%	0
AMERIPRISE FINANCIAL INC	Increased	1M(+3.2%)	$168.9M	0.0%	+88.73%	31
ENVESTNET ASSET MANAGEMENT INC	Decreased	838,328(-10.9%)	$138M	0.0%	+59.20%	0
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	761,386(-1.2%)	$125.3M	0.9%	+22.98%	0
JPMORGAN CHASE & CO	Decreased	759,625(-3.5%)	$125.3M	0.0%	+28.07%	0
RAYMOND JAMES FINANCIAL INC	Decreased	641,160(-1.2%)	$105.5M	0.0%	+31.83%	0
Cetera Investment Advisers	Increased	448,812(+4.1%)	$73.9M	0.1%	+35.88%	31
TRUIST FINANCIAL CORP	Decreased	433,102(-0.9%)	$71.3M	0.1%	+83.68%	0

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IWSISHARES RUSSELL MIDCAP VALUE INDEX FUND

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer