iShares Russell Mid-Cap Value ETF
1,041 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 105 funds opening new positions, 289 increasing their positions, 354 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
169% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 39
7% more capital invested
Capital invested by funds: $11.2B → $12B (+$748M)
5% more funds holding
Funds holding: 993 → 1,041 (+48)
8.88% less ownership
Funds ownership: 78.02% → 69.14% (-8.9%)
11% less funds holding in top 10
Funds holding in top 10: 36 → 32 (-4)
18% less repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 354
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Moran Wealth Management
Naples,
Florida
|
+$12M |
| 2 |
TCIIS
TIAA-CREF Individual & Institutional Services
New York
|
+$9.52M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$8.12M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$7.48M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$7.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$112M |
| 2 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$88.4M |
| 3 |
EH
Equitable Holdings
New York
|
-$57.5M |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$52.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$48M |
IWS Hedge Fund Activity: Q2 2026 in Review
1,041 of the 8,279 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 6.7% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new IWS positions and 39 closed out — a net gain of 66 holders — while 289 added to existing stakes and 354 trimmed.
The largest buyer was Moran Wealth Management, adding an estimated $12M. The largest seller was Jones Financial Companies, cutting an estimated $112M.
- 1,041 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q2 2026, up from 993 in Q1 2026.
- Funds reported $12B of iShares Russell Mid-Cap Value ETF stock for Q2 2026, up 6.7% quarter-over-quarter.
- 105 funds opened new iShares Russell Mid-Cap Value ETF positions in Q2 2026 and 39 closed out, a net change of +66 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.