ISHARES RUSSELL MID-CAP VALUE

$IWS
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Smart money positioned

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

13F holders
7
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

14 holders · Q1 2026

$IWS is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.11%, with an average of 0.30% of portfolio. Largest holder: Connor, Clark & Lunn Investment Management Ltd. at 3.11%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Connor, Clark & Lunn Investment Management Ltd.
3.11% held
α +12.3pts
02
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.45% held
α +13.4pts
03
Stamos Capital Partners, L.P.
0.19% held
α +10.2pts
04
Palo Alto Wealth Advisors, LLC
0.16% held
α +20.0pts
05
Pacific Financial Group Inc.
0.11% NEW
α +14.3pts

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 7 of 7 · Source: 13F-HR
01
Svb Wealth LLC
4.91% of portfolio
276,422 sh
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
—
40,134 sh
03
Vanguard Group Inc.
—
17,735 sh
04
Citigroup Inc.
—
15,977 sh
05
Linscomb Wealth, Inc.
0.04% of portfolio
6,094 sh
06
Bridgewater Associates
0.03% of portfolio
2,742 sh
07
Tudor Investment Corp. Et Al
—
1,833 sh

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.

Convergence · $IWS

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:18 UTC.