ISHARES RUSSELL MIDCAP VALUE INDEX

$IWS
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Smart money positioned

15 of the Top-200 alpha managers hold $IWS as of the latest 13F snapshot.

13F holders
982
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

15 holders · Q1 2026

$IWS is held by 15 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.51%, with an average of 0.22% of portfolio. Largest holder: Svb Wealth LLC at 2.51%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Svb Wealth LLC
2.51% held
α +29.6pts
02
Condor Capital Management
0.27% NEW
α +23.6pts
03
New Age Alpha Advisors, LLC
0.15% NEW
α +10.8pts
04
Pacific Financial Group Inc.
0.11% NEW
α +14.3pts
05
Courier Capital LLC
0.09% held
α +14.9pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 982 · Source: 13F-HR
01
State Farm Mutual Automobile Insurance Co.
0.11% of portfolio
9,278,240 sh
02
AIFG Consultants Ltd.
2.25% of portfolio
5,564,606 sh
03
Zazove Associates LLC
1.42% of portfolio
2,004,452 sh
04
TB Capital Gestao de Recursos Ltda.
0.01% of portfolio
1,927,770 sh
05
Ryan Investment Management, Inc.
0.38% of portfolio
1,865,296 sh
06
NorthRock Partners, LLC
0.41% of portfolio
1,478,807 sh
07
Lowe Brockenbrough & Co. Inc.
0.10% of portfolio
1,422,799 sh
08
Taconic Capital Advisors LP
0.05% of portfolio
1,246,982 sh
09
Evensky & Katz LLC
0.05% of portfolio
1,047,864 sh
10
EnRich Financial Partners LLC
3.18% of portfolio
1,023,739 sh
See all 982 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IWS in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IWS in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:25 UTC.