ISHARES RUSSELL MID-CAP VALU (IWS) Stock Institutional Trading Activity


ISHARES RUSSELL MID-CAP VALU (IWS) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Matrix Private Capital Group, Renaissance Technologies LLC, Sequoia Financial Advisors, Ariel Appreciation Fund, and Hillman Value Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2021Hillman Value FundBuy4444$5
Q4 2021Sequoia Financial AdvisorsBuy8,99413,143$1,608
Q4 2021Renaissance Technologies LLCBuy3,80313,603$1,665
Q3 2021Sequoia Financial AdvisorsSell-7,6824,149$470
Q3 2021Renaissance Technologies LLCBuy7,4009,800$1,110
Q2 2021Sequoia Financial AdvisorsBuy9211,831$1,360
Q1 2021Matrix Private Capital GroupBuy30120$13
Q1 2021Sequoia Financial AdvisorsBuy2111,739$1,283
Q4 2020Ariel Appreciation FundSell-15,6052,381$231
Q4 2020Renaissance Technologies LLCSell-4,7002,400$233
Q4 2020Sequoia Financial AdvisorsSell-2111,718$1,136
Q3 2020Renaissance Technologies LLCSell-1,1007,100$574
Q3 2020Sequoia Financial AdvisorsBuy11,73911,739$949
Q2 2020Matrix Private Capital GroupBuy2690$7
Q2 2020Renaissance Technologies LLCBuy2,7008,200$628
Q2 2020Sequoia Financial AdvisorsSell-11,1900$856
Q1 2020Renaissance Technologies LLCSell-1,7005,500$352
Q1 2020Sequoia Financial AdvisorsSell-2211,190$717
Q4 2019Matrix Private Capital GroupBuy6464$6
Q4 2019Sequoia Financial AdvisorsBuy77311,212$1,063
Q3 2019Renaissance Technologies LLCSell-3,5187,200$646
Q3 2019Sequoia Financial AdvisorsBuy1,13210,439$936
Q2 2019Renaissance Technologies LLCBuy6,90010,718$955
Q1 2019Renaissance Technologies LLCSell-15,4003,818$332
Q1 2019Sequoia Financial AdvisorsBuy4,4659,307$808
Q4 2018Ariel Appreciation FundBuy13,03217,986$1,373
Q4 2018Sequoia Financial AdvisorsBuy224,842$370
Q4 2018Renaissance Technologies LLCBuy8,80019,218$1,467
Q1 2018Renaissance Technologies LLCBuy10,41810,418$900
Q4 2017Sequoia Financial AdvisorsBuy6504,820$430

Frequently asked questions about IWS activity

  • Which institutional owners are buying IWS?

    Institutional owners buying IWS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWS activity?

    "Buy" means an investor increased their reported position in IWS compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL MID-CAP VALU (IWS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWS increasing?

    Institutional interest in IWS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.