ISHARES RUSSELL MID-CAP ETF (IWR) Institutional Ownership

IWR is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.47M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Matrix Advisors Value Fund, which reported ownership valued at approximately $5.79M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Matrix Advisors Value Fund's IWR position is now estimated to be worth approximately $6.47M, representing an estimated gain of +11.65% since the filing period.

Major shareholders tracked on this page include Matrix Advisors Value Fund, Sequoia Financial Advisors, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES RUSSELL MID-CAP ETF (IWR).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20265$14,471,078148,833
Q4 20255$15,123,526157,094
Q3 20255$13,759,800142,514
Q2 20255$13,812,051150,179
Q1 20255$11,181,392131,436
Q4 20245$16,413,828185,677
Q3 20245$11,067,778125,571
Q2 20244$9,458,030116,651
Q1 20245$8,877,158105,567
Q4 20234$7,148,60191,967
Q3 20235$5,664,351116,973
Q2 20234$4,861,36366,566