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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include 49 Wealth Management, Llc, Glenview Trust Co, Corient Private Wealth Llc, Stock Yards Bank & Trust Co, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+29,329+0.7%4,500,690$496.50MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-11,546-7.4%145,294$16.03MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+8,506+171.4%13,469$1.49MQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+599—599$66.08KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcBuy+1+0.3%293$32.27KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+11,107+25.9%53,956$5.95MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+281+1.8%15,770$1.74MQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+28+0.1%28,435$3.14MQ2 2026Sep 03, 2026
Cornerstone Financial Management LlcSell-15-60.0%10$1.10KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+48,735+10.0%537,202$59.26MQ2 2026Aug 27, 2026
Horan Wealth, LlcSell-98-0.5%21,020$2.32MQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Sell-244-6.2%3,722$410.61KQ2 2026Aug 25, 2026
Strategic Financial Services, Inc.Buy+23+1.1%2,104$232.11KQ2 2026Aug 24, 2026
Forefront Wealth Partners, LlcBuy+10,582+80.2%23,781$2.62MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+560+6.7%8,948$987.23KQ2 2026Aug 20, 2026
Stock Yards Bank & Trust CoBuy+33,057+6.0%586,685$64.72MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+15,301+5.1%315,126$34.76MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+9,375+20.2%55,749$6.15MQ2 2026Aug 19, 2026
Archer Investment CorpSell-12-15.2%67$7.39KQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+130,830+2283.2%136,560$15.07MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+57,387+4.2%1,408,028$155.33MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+5,086+1.6%323,153$35.65MQ2 2026Aug 18, 2026
Denver Pwm, LlcSell-82-0.5%17,588$2.02MQ2 2026Aug 18, 2026
Empowered Funds, LlcBuy+18,696+854.1%20,885$2.30MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+13,807—13,807$1.52MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+2,879—2,879$317.46KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+2,641+1.2%226,060$24.94MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-996-6.1%15,409$1.70MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-699-1.2%56,528$6.24MQ2 2026Aug 17, 2026
Brasada Capital Management, LpBuy+351+4.4%8,261$911.35KQ2 2026Aug 17, 2026
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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.