IWS
ETF

iShares Russell Mid-Cap Value ETF

RUS MDCP VAL ETF As of Jun 30, 2026 CUSIP 464287473
Institutional Holders
1,056
Total Held Value
$11.80B
Total Exact Shares
71.91M
Largest Holder
Morgan Stanley
8.08M shares • $1.33B
Reported Holders1,056
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Morgan Stanley $1.33B 0.1% +0.2% 8.08M Jun 30, 2026
2 Jones Financial Companies $1.15B 0.5% -9.2% 6.99M Jun 30, 2026
3 Wells Fargo $597.3M 0.1% -7.7% 3.63M Jun 30, 2026
4 Bank of America $575.1M <0.1% -2.1% 3.49M Jun 30, 2026
5 TIAA-CREF Individual & Institutional Services $450.0M 1.5% +2.3% 2.73M Jun 30, 2026
6 Envestnet Portfolio Solutions $415.2M 2.0% -9.3% 2.52M Jun 30, 2026
7 Royal Bank of Canada $358.1M 0.1% -8.5% 2.18M Jun 30, 2026
8 US Bancorp \DE\ $326.7M 0.4% -2.4% 1.99M Jun 30, 2026
9 Fidelity (FMR) $315.2M <0.1% -0.7% 1.92M Jun 30, 2026
10 Commerce Bank $314.8M 1.4% -3.4% 1.91M Jun 30, 2026
11 Commonwealth Equity Services $307.5M 0.4% +0.1% 1.87M Jun 30, 2026
12 First Citizens Bank & Trust
Filing dated Sep 30, 2026
 $297.6M 4.4% -23.1% 1.85M Sep 30, 2026
13 UBS Group $277.5M <0.1% -5.2% 1.69M Jun 30, 2026
14 Betterment $228.2M 0.4% -6.2% 1.39M Jun 30, 2026
15 PNC Financial Services Group $201.6M 0.1% -2.2% 1.22M Jun 30, 2026
16 LPL Financial $200.9M <0.1% -2.1% 1.22M Jun 30, 2026
17 Ameriprise Financial $168.9M <0.1% +3.2% 1.02M Jun 30, 2026
18 Cassaday & Co. Wealth Management
Filing dated Sep 30, 2026
 $167.9M 3.0% +0.1% 1.04M Sep 30, 2026
19 Zions Bancorporation, National Association $154.9M 9.3% -0.7% 940.9K Jun 30, 2026
20 Envestnet Asset Management $138.0M <0.1% -10.9% 838.3K Jun 30, 2026
Exited in Latest Filing44
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.