ISHARES RUSSELL MID-CAP ETF (IWR) Stock Institutional Trading Activity


ISHARES RUSSELL MID-CAP ETF (IWR) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Matrix Advisors Value Fund, Matrix Private Capital Group, Sequoia Financial Advisors, and Hillman Value Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Matrix Private Capital GroupBuy60017,766$1,710,333
Q4 2025Renaissance Technologies LLCBuy12,60034,800$3,350,196
Q4 2025Matrix Advisors Value FundBuy91058,927$5,672,978
Q3 2025Renaissance Technologies LLCSell-50022,200$2,143,410
Q3 2025Sequoia Financial AdvisorsSell-7,25542,698$4,122,503
Q3 2025Matrix Advisors Value FundBuy9058,017$5,601,612
Q2 2025Hillman Value FundBuy42,433$223,742
Q2 2025Matrix Private Capital GroupSell-56917,166$1,578,757
Q2 2025Renaissance Technologies LLCBuy14,30022,700$2,087,719
Q2 2025Sequoia Financial AdvisorsBuy4,46349,953$4,594,200
Q2 2025Matrix Advisors Value FundBuy54557,927$5,327,633
Q1 2025Hillman Value FundBuy32,429$206,667
Q1 2025Renaissance Technologies LLCSell-61,5008,400$714,588
Q1 2025Matrix Private Capital GroupBuy30017,735$1,508,716
Q1 2025Sequoia Financial AdvisorsBuy3,98045,490$3,869,859
Q1 2025Matrix Advisors Value FundBuy2,97657,382$4,881,562
Q4 2024Hillman Value FundSell-562,426$214,446
Q4 2024Sequoia Financial AdvisorsSell-4,70541,510$3,669,511
Q4 2024Matrix Advisors Value FundBuy4,46754,406$4,809,457
Q4 2024Renaissance Technologies LLCBuy60,40069,900$6,179,160
Q3 2024Hillman Value FundBuy32,482$218,736
Q3 2024Renaissance Technologies LLCSell-25,8009,500$837,330
Q3 2024Matrix Private Capital GroupSell-7517,435$1,536,721
Q3 2024Sequoia Financial AdvisorsSell-5,40546,215$4,073,350
Q3 2024Matrix Advisors Value FundBuy4,89749,939$4,401,641
Q2 2024Hillman Value FundBuy32,479$200,984
Q2 2024Matrix Private Capital GroupBuy2,00017,510$1,419,711
Q2 2024Matrix Advisors Value FundBuy5,00645,042$3,652,000
Q2 2024Sequoia Financial AdvisorsBuy6,46051,620$4,185,335
Q1 2024Mairs & Power Growth FundSell-3,0542,385$200,555

Frequently asked questions about IWR activity

  • Which institutional owners are buying IWR?

    Institutional owners buying IWR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWR activity?

    "Buy" means an investor increased their reported position in IWR compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL MID-CAP ETF (IWR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWR increasing?

    Institutional interest in IWR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.