ISHARES RUSSELL MID-CAP VALU (IWS) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL MID-CAP VALU (IWS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Ariel Appreciation Fund, Sequoia Financial Advisors, Matrix Private Capital Group, Renaissance Technologies LLC, and Hillman Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Ariel Appreciation FundSell-7351,145$166,872
Q1 2026Sequoia Financial AdvisorsBuy1647,922$1,154,619
Q4 2025Sequoia Financial AdvisorsBuy767,758$1,094,330
Q4 2025Matrix Private Capital GroupBuy50946$133,433
Q3 2025Renaissance Technologies LLCSell-8,3009,800$1,368,766
Q3 2025Sequoia Financial AdvisorsSell-287,682$1,073,014
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
Q4 2024Renaissance Technologies LLCSell-4,50011,900$1,539,146
Q4 2024Sequoia Financial AdvisorsSell-3,2667,442$962,554
Q4 2024Matrix Private Capital GroupSell-76120$15,521
Q3 2024Sequoia Financial AdvisorsSell-57710,708$1,416,118
Q3 2024Matrix Private Capital GroupBuy76196$25,921
Q2 2024Sequoia Financial AdvisorsBuy26811,285$1,362,593
Q1 2024Renaissance Technologies LLCBuy6,20016,400$2,055
Q1 2024Ariel Appreciation FundSell-4,4721,880$235,620
Q1 2024Sequoia Financial AdvisorsSell-32411,017$1,380,797
Q4 2023Ariel Appreciation FundBuy4,4726,352$738,674
Q4 2023Sequoia Financial AdvisorsBuy31911,341$1,318,892
Q3 2023Sequoia Financial AdvisorsSell-3,60911,022$1,150,068
Q2 2023Ariel Appreciation FundSell-6,5711,880$206,499
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
Q4 2022Sequoia Financial AdvisorsSell-46412,668$1,334,447
Q3 2022Sequoia Financial AdvisorsBuy52513,132$1,261
Q2 2022Renaissance Technologies LLCSell-10,7032,900$295

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.

Related IWS Institutional Insights