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
Q4 2018Sequoia Financial AdvisorsBuy224,842$370
Q1 2018Renaissance Technologies LLCBuy10,41810,418$900
Q4 2017Sequoia Financial AdvisorsBuy6504,820$430
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.

Related IWS Institutional Insights