ISHARES RUSSELL MID-CAP ETF (IWR) Stock Institutional Owners


ISHARES RUSSELL MID-CAP ETF (IWR) is held by 5 institutional investors with a total value of $15.09M. This comprehensive analysis highlights the top institutional holders led by Matrix Advisors Value Fund, Sequoia Financial Advisors, Renaissance Technologies LLC, and others, who collectively account for nearly 100% of the total institutional ownership.Matrix Advisors Value Fund remains the largest institutional holder with a position worth $5.67M. Explore insights into ownership patterns, position sizes, and portfolio allocations to understand institutional investment strategies and market sentiment.

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NameInvestor/ManagerPortfolio %QuantityReported Balance
Matrix Advisors Value FundDavid Katz0.51%58,927$5,672,978
Sequoia Financial Advisors0.03%42,698$4,122,503
Renaissance Technologies LLCJim Simons0.01%34,800$3,350,196
Matrix Private Capital GroupRichard S. Fuld0.87%17,766$1,710,333
Hillman Value FundMark A. Hillman0.14%2,433$234,898

Frequently asked questions about IWR

  • Who owns the most IWR stock?

    The largest holders of IWR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL MID-CAP ETF (IWR).

  • Is IWR widely held by superinvestors?

    Many widely followed stocks like IWR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWR is represented among the institutional managers we track.