ISHARES RUSSELL MID-CAP ETF (IWR) Top Institutional Shareholders
ISHARES RUSSELL MID-CAP ETF (IWR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $14.47M in IWR holdings during the latest filing period.
Matrix Advisors Value Fund is currently the largest disclosed institutional shareholder of IWR tracked by InsiderSet, reporting ownership valued at approximately $5.79M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.47M, representing an estimated gain of +11.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed IWR value among the investors covered in this analysis. Major shareholders include Matrix Advisors Value Fund, Sequoia Financial Advisors, Renaissance Technologies LLC, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL MID-CAP ETF (IWR).
This page ranks the largest institutional IWR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Matrix Advisors Value Fund | David Katz | 0.53% | 59,571 | $5,792,130 | $6,467,028 | +$674,898 | +11.65% |
| Sequoia Financial Advisors | 0.02% | 43,187 | $4,199,052 | $4,688,381 | +$489,329 | +11.65% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 25,200 | $2,450,196 | $2,735,712 | +$285,516 | +11.65% |
| Matrix Private Capital Group | Richard S. Fuld | 0.86% | 18,426 | $1,791,560 | $2,000,327 | +$208,767 | +11.65% |
| Hillman Value Fund | Mark A. Hillman | 0.17% | 2,449 | $238,140 | $265,863 | +$27,723 | +11.64% |
Frequently asked questions about IWR
Who owns the most IWR stock?
The largest holders of IWR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL MID-CAP ETF (IWR).
Is IWR widely held by superinvestors?
Many widely followed stocks like IWR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.