iShares Russell Mid-Cap Value ETF

IWS

Market cap $15.6B

IWS Hedge Fund Activity: Q1 2023 in Review

795 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2023, worth a combined $9.83B — down 7.1% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IWS and 53 opened new positions — a net loss of 19 holders — while 297 trimmed existing stakes and 232 added.

The largest buyer was American Century Companies, adding an estimated $165M. The largest seller was Envestnet Asset Management, cutting an estimated $284M.

• 795 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2023, down from 831 in Q4 2022.
• Funds reported $9.83B of iShares Russell Mid-Cap Value ETF stock for Q1 2023, down 7.1% quarter-over-quarter.
• 53 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2023 and 72 closed out, a net change of -19 holders.
• The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2023 was American Century Companies, an estimated $165M added.
• The largest iShares Russell Mid-Cap Value ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $284M sold.

Based on aggregated 13F filings for Q1 2023.