ISHARES RUSSELL MID-CAP ETF (IWR) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to ISHARES RUSSELL MID-CAP ETF (IWR) during the quarter ended March 31, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of IWR during the latest reporting period was Matrix Private Capital Group, which increased its reported IWR position by approximately $64,171.801 based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in IWR exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward ISHARES RUSSELL MID-CAP ETF (IWR). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $130,191.567 in reported IWR exposure during the latest filing period, reflecting continued institutional interest in ISHARES RUSSELL MID-CAP ETF's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Matrix Private Capital Group | Buy | 660 | 18,426 | $1,791,560 |
| Q1 2026 | Matrix Advisors Value Fund | Buy | 644 | 59,571 | $5,792,130 |
| Q1 2026 | Sequoia Financial Advisors | Buy | 19 | 43,187 | $4,199,052 |
| Q1 2026 | Hillman Value Fund | Buy | 16 | 2,449 | $238,140 |
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.