ISHARES RUSSELL MID-CAP VALU (IWS) Institutional Buying Activity

Institutional investors tracked by InsiderSet increased exposure to ISHARES RUSSELL MID-CAP VALU (IWS) during the quarter ended March 31, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.

The largest institutional buyer of IWS during the latest reporting period was Renaissance Technologies LLC, which increased its reported IWS position by approximately $819,268 based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in IWS exposure during the quarter.

Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward ISHARES RUSSELL MID-CAP VALU (IWS). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.

The investors highlighted on this page collectively added approximately $2.38M in reported IWS exposure during the latest filing period, reflecting continued institutional interest in ISHARES RUSSELL MID-CAP VALU's growth initiatives and strategic positioning.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy1647,922$1,154,619
Q4 2025Sequoia Financial AdvisorsBuy767,758$1,094,330
Q4 2025Matrix Private Capital GroupBuy50946$133,433
Q2 2025Renaissance Technologies LLCBuy6,20018,100$2,391,734
Q2 2025Matrix Private Capital GroupBuy776896$118,397
Q2 2025Sequoia Financial AdvisorsBuy437,710$1,018,790
Q1 2025Sequoia Financial AdvisorsBuy2257,667$965,750
Q3 2024Matrix Private Capital GroupBuy76196$25,921
Q2 2024Sequoia Financial AdvisorsBuy26811,285$1,362,593
Q1 2024Renaissance Technologies LLCBuy6,20016,400$2,055
Q4 2023Ariel Appreciation FundBuy4,4726,352$738,674
Q4 2023Sequoia Financial AdvisorsBuy31911,341$1,318,892
Q2 2023Sequoia Financial AdvisorsBuy1,36214,631$1,607,103
Q1 2023Sequoia Financial AdvisorsBuy60113,269$1,409,153
Q4 2022Renaissance Technologies LLCBuy7,30010,200$1,074
Q4 2022Ariel Appreciation FundBuy5,2528,451$890,228
Q3 2022Sequoia Financial AdvisorsBuy52513,132$1,261
Q1 2022Ariel Appreciation FundBuy8183,199$383
Q1 2022Sequoia Financial AdvisorsBuy52513,668$1,635
Q4 2021Sequoia Financial AdvisorsBuy8,99413,143$1,608
Q4 2021Renaissance Technologies LLCBuy3,80313,603$1,665
Q4 2021Hillman Value FundBuy4444$5
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
Q3 2020Sequoia Financial AdvisorsBuy11,73911,739$949
Q2 2020Renaissance Technologies LLCBuy2,7008,200$628
Q2 2020Matrix Private Capital GroupBuy2690$7
Q4 2019Sequoia Financial AdvisorsBuy77311,212$1,063

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.

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