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
Q1 2021Sequoia Financial AdvisorsBuy2,00118,478$1,366
Q1 2021Matrix Private Capital GroupBuy1,30018,499$1,368
Q1 2021Hillman Value FundBuy1032,581$191
Q4 2020Matrix Private Capital GroupBuy76817,199$1,179
Q4 2020Hillman Value FundSell-1552,478$170
Q4 2020Sequoia Financial AdvisorsBuy416,477$1,129
Q3 2020Renaissance Technologies LLCSell-23,40014,200$815
Q3 2020Sequoia Financial AdvisorsBuy16,47316,473$945
Q3 2020Hillman Value FundBuy862,633$151
Q3 2020Matrix Private Capital GroupBuy1116,431$943
Q2 2020Renaissance Technologies LLCBuy32,80037,600$2,015
Q2 2020Sequoia Financial AdvisorsSell-20,1230$938
Q2 2020Matrix Private Capital GroupBuy71416,420$880
Q2 2020Hillman Value FundBuy132,547$137
Q1 2020Matrix Private Capital GroupSell-2,71915,706$678
Q1 2020Renaissance Technologies LLCSell-1,0004,800$207
Q1 2020Sequoia Financial AdvisorsBuy19020,123$869
Q4 2019Matrix Private Capital GroupBuy18,42518,425$1,098
Q4 2019Sequoia Financial AdvisorsSell-2,85619,933$1,188
Q4 2019Hillman Value FundBuy2,5342,534$151
Q3 2019Sequoia Financial AdvisorsBuy322,789$1,275
Q2 2019Sequoia Financial AdvisorsBuy8,77122,786$1,273
Q1 2019Sequoia Financial AdvisorsBuy9,23514,015$756
Q1 2019Renaissance Technologies LLCSell-1,6005,800$313
Q1 2019Mairs & Power Growth FundSell-88012,860$694
Q4 2018Mairs & Power Growth FundBuy10,30513,740$639
Q4 2018Renaissance Technologies LLCBuy5,6007,400$344
Q4 2018Sequoia Financial AdvisorsBuy3,5874,780$222
Q3 2018Renaissance Technologies LLCSell-1,2001,800$397
Q3 2018Sequoia Financial AdvisorsBuy11,193$263

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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