iShares Russell Mid-Cap Value ETF
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
2,152% more call options, than puts
Call options by funds: $4.77M | Put options by funds: $212K
32% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 53
8% more funds holding in top 10
Funds holding in top 10: 26 [Q2] → 28 (+2) [Q3]
2% more funds holding
Funds holding: 840 [Q2] → 857 (+17) [Q3]
3% less capital invested
Capital invested by funds: $11B [Q2] → $10.7B (-$327M) [Q3]
9.86% less ownership
Funds ownership: 87.22% [Q2] → 77.36% (-9.86%) [Q3]
12% less repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 295
Research analyst outlook
We haven’t received any recent analyst ratings for IWS.
Financial journalist opinion
Neutral
Zacks Investment Research
1 month ago
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the iShares Russell Mid-Cap Value ETF (IWS), a passively managed exchange traded fund launched on 07/17/2001.
Negative
Seeking Alpha
1 month ago
IWS: The Case For A Pivot To Mid-Cap Value
The iShares Russell Mid-Cap Value ETF is recommended for its focus on domestically oriented mid-cap stocks, benefiting from tax cuts, deregulation, and protectionism. Mid-cap stocks offer a defensive strategy against potential trade wars and high valuations, with lower P/E ratios compared to the S&P 500. The ETF's value orientation provides downside protection and diversification, making it a prudent addition to a U.S. large-cap portfolio.
Neutral
Zacks Investment Research
3 months ago
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
The iShares Russell Mid-Cap Value ETF (IWS) was launched on 07/17/2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Value segment of the US equity market.
Positive
Zacks Investment Research
3 months ago
Why Should You Buy Mid-Cap ETFs?
Mid-cap investing can be a strong option, offering a unique balance between growth and stability, diversification benefits and potential for undervalued opportunities.
Neutral
Zacks Investment Research
5 months ago
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the iShares Russell Mid-Cap Value ETF (IWS), a passively managed exchange traded fund launched on 07/17/2001.
Neutral
Zacks Investment Research
7 months ago
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the iShares Russell Mid-Cap Value ETF (IWS), a passively managed exchange traded fund launched on 07/17/2001.
Positive
Seeking Alpha
7 months ago
U.S. Weekly FundFlows Insight Report: Fund Market Sees First Weekly Inflow In Three, Adding $5.5 Billion
Last week, the fund market saw an astonishing $143.5 billion in outflows - the largest weekly outflow since the week ending September 16, 2009.
Neutral
Zacks Investment Research
9 months ago
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the iShares Russell Mid-Cap Value ETF (IWS), a passively managed exchange traded fund launched on 07/17/2001.
Positive
Seeking Alpha
10 months ago
January FOMC Meeting Review: The 'Fed-Amental' Attribution Error
The Federal Reserve kept rates steady and maintained a hawkish stance toward inflation while acknowledging an outstanding economy and progress in vanquishing inflationary pressure. Expectations for rate cuts in March were dampened by a change in statement language and Powell's comments in the press conference.
Positive
Seeking Alpha
10 months ago
IWS: The Mid-Cap And Value ETF Play
iShares Russell Mid-Cap Value ETF is a passively managed fund that tracks the Russell Midcap Value Index. Investing in mid-cap value stocks provides a balance between growth potential and stability. The IWS ETF offers diversification, strong past performance, and exposure to often overlooked sectors, making it attractive for long-term investors.
Charts implemented using Lightweight Charts™