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.

Explore more:

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2016Sequoia Financial AdvisorsBuy3,8744,170$310
Q1 2016Sequoia Financial AdvisorsBuy296296$4,170
Q4 2015Ariel Appreciation FundBuy4,9544,954$340

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.