ISHARES RUSSELL MID-CAP ETF (IWR) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL MID-CAP ETF (IWR) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Matrix Private Capital Group, Matrix Advisors Value Fund, Sequoia Financial Advisors, and Hillman Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2024Hillman Value FundBuy32,482$218,736
Q2 2024Sequoia Financial AdvisorsBuy6,46051,620$4,185,335
Q2 2024Matrix Advisors Value FundBuy5,00645,042$3,652,000
Q2 2024Matrix Private Capital GroupBuy2,00017,510$1,419,711
Q2 2024Hillman Value FundBuy32,479$200,984
Q1 2024Matrix Advisors Value FundBuy9,30240,036$3,366,632
Q1 2024Mairs & Power Growth FundSell-3,0542,385$200,555
Q1 2024Sequoia Financial AdvisorsBuy1,01045,160$3,797,542
Q1 2024Matrix Private Capital GroupBuy90015,510$1,304,236
Q1 2024Hillman Value FundBuy32,476$208,193
Q4 2023Sequoia Financial AdvisorsBuy8,80844,150$3,431,792
Q4 2023Matrix Advisors Value FundBuy1,61430,734$2,388,957
Q4 2023Hillman Value FundSell-1282,473$192,217
Q3 2023Renaissance Technologies LLCBuy30,90035,300$2,445
Q3 2023Sequoia Financial AdvisorsBuy8,23335,342$2,448,722
Q3 2023Matrix Advisors Value FundBuy6,99729,120$2,016,560
Q3 2023Hillman Value FundSell-732,601$180,125
Q3 2023Matrix Private Capital GroupSell-5014,610$1,016,499
Q2 2023Sequoia Financial AdvisorsBuy5,31527,109$1,979,804
Q2 2023Matrix Advisors Value FundBuy4,86222,123$1,615,643
Q2 2023Matrix Private Capital GroupSell-31414,660$1,070,620
Q2 2023Hillman Value FundSell-392,674$195,296
Q1 2023Matrix Advisors Value FundBuy1,47717,261$1,206,889
Q1 2023Sequoia Financial AdvisorsSell-67121,794$1,523,848
Q1 2023Hillman Value FundBuy382,713$189,698
Q4 2022Matrix Advisors Value FundBuy9,71315,784$1,064,631
Q4 2022Sequoia Financial AdvisorsBuy3,60922,465$1,515,266
Q4 2022Renaissance Technologies LLCSell-2,3004,400$297
Q4 2022Matrix Private Capital GroupSell-36314,974$1,009,996
Q4 2022Hillman Value FundSell-122,675$180,405

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.

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