iShares Russell Mid-Cap Value ETF

IWS

Market cap $15.7B

IWS Hedge Fund Activity: Q3 2023 in Review

784 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q3 2023, worth a combined $9.58B — down 7.5% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of IWS and 48 opened new positions — a net loss of 2 holders — while 298 trimmed existing stakes and 207 added.

The largest buyer was American Century Companies, adding an estimated $81.4M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $2.73B sold.

• 784 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q3 2023, down from 798 in Q2 2023.
• Funds reported $9.58B of iShares Russell Mid-Cap Value ETF stock for Q3 2023, down 7.5% quarter-over-quarter.
• 48 funds opened new iShares Russell Mid-Cap Value ETF positions in Q3 2023 and 50 closed out, a net change of -2 holders.
• The largest iShares Russell Mid-Cap Value ETF buyer in Q3 2023 was American Century Companies, an estimated $81.4M added.
• The largest iShares Russell Mid-Cap Value ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $2.73B sold.

Based on aggregated 13F filings for Q3 2023.