iShares Russell Mid-Cap Value ETF
1,051 hedge funds and large institutions have $12B invested in iShares Russell Mid-Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 289 increasing their positions, 356 reducing their positions, and 39 closing their positions.
306% more call options, than puts
Call options by funds: $4.15M | Put options by funds: $1.02M
174% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 39
6% more funds holding
Funds holding: 996 → 1,051 (+55)
8.89% less ownership
Funds ownership: 78.02% → 69.13% (-8.9%)
11% less funds holding in top 10
Funds holding in top 10: 36 → 32 (-4)
19% less repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 356
77% less capital inflows, than outflows
Capital inflows: $185M | Capital outflows: $794M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Moran Wealth Management
Naples,
Florida
|
+$12M |
| 2 |
TIAA-CREF Individual & Institutional Services
New York
|
+$9.5M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$8.12M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$7.48M |
| 5 |
Arax Advisory Partners
Denver,
Colorado
|
+$7.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$112M |
| 2 |
Pacific Life Fund Advisors
Newport Beach,
California
|
-$88.4M |
| 3 |
Equitable Holdings
New York
|
-$57.5M |
| 4 |
Proficio Capital Partners
Newton,
Massachusetts
|
-$52.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$48M |
IWS Hedge Fund Activity: Q2 2026 in Review
1,051 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q2 2026, worth a combined $12B — up 6.6% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new IWS positions and 39 closed out — a net gain of 68 holders — while 289 added to existing stakes and 356 trimmed.
The largest buyer was Moran Wealth Management, adding an estimated $12M. The largest seller was Jones Financial Companies, cutting an estimated $112M.
- 1,051 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2026, up from 996 in Q1 2026.
- Funds reported $12B of iShares Russell Mid-Cap Value ETF stock for Q2 2026, up 6.6% quarter-over-quarter.
- 107 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2026 and 39 closed out, a net change of +68 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q2 2026 was Moran Wealth Management, an estimated $12M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q2 2026 was Jones Financial Companies, an estimated $112M sold.
Based on aggregated 13F filings for Q2 2026.