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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2018 | Renaissance Technologies LLC | Buy | 3,000 | 3,000 | $619 |
| Q1 2018 | Sequoia Financial Advisors | Buy | 87 | 1,192 | $246 |
| Q4 2017 | Sequoia Financial Advisors | Buy | 1,105 | 1,105 | $230 |
| Q4 2017 | Mairs & Power Growth Fund | Sell | -175 | 3,435 | $715 |
| Q3 2017 | Ariel Appreciation Fund | Buy | 3,649 | 3,649 | $719 |
| Q3 2016 | Mairs & Power Growth Fund | Sell | -411 | 3,610 | $629 |
| Q1 2016 | Mairs & Power Growth Fund | Sell | -570 | 4,021 | $655 |
| Q4 2015 | Mairs & Power Growth Fund | Buy | 3,210 | 4,591 | $735 |
| Q2 2015 | Mairs & Power Growth Fund | Sell | -135 | 1,381 | $235 |
| Q3 2014 | Mairs & Power Growth Fund | Sell | -329 | 1,516 | $240 |
| Q2 2014 | Mairs & Power Growth Fund | Sell | -65 | 1,845 | $300 |
| Q1 2014 | Mairs & Power Growth Fund | Sell | -100 | 1,910 | $296 |
| Q3 2013 | Mairs & Power Growth Fund | Buy | 2,010 | 2,010 | $280 |
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.