Ishares Russell Mid-cap Etf (IWR) Held by Superinvestors
ISHARES RUSSELL MID-CAP ETF (IWR) is currently held by 6 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $15.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Matrix Advisors Value Fund is currently the largest disclosed institutional shareholder of IWR tracked by InsiderSet, reporting ownership valued at approximately $6.33M in its September 30, 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 $6.53M, representing an estimated gain of +3.11% 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, Matrix Private Capital Group, 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 | 0.52% | 59,303 | $6,328,251 | $6,525,109 | +$196,858 | +3.11% |
| Sequoia Financial Advisors | 0.02% | 42,875 | $4,729,919 | $4,717,536 | -$12,383 | -0.26% | |
| Matrix Private Capital Group | Richard S. Fuld | 0.92% | 19,226 | $2,121,012 | $2,115,437 | -$5,575 | -0.26% |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 14,800 | $1,632,736 | $1,628,444 | -$4,292 | -0.26% |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.01% | 6,506 | $717,742 | $715,855 | -$1,887 | -0.26% |
| Hillman Value Fund | Mark A. Hillman | 0.16% | 2,007 | $221,456 | $220,830 | -$626 | -0.28% |
Frequently asked questions about IWR
Who are the largest superinvestors holding IWR?
The largest superinvestors holding IWR in the latest SEC Form 13F filings include Matrix Advisors Value Fund, Sequoia Financial Advisors, Matrix Private Capital Group, Renaissance Technologies LLC, and Mairs & Power Growth Fund. InsiderSet ranks these superinvestors by their latest reported IWR position.
What does the IWR superinvestors page include?
This page tracks IWR positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. ISHARES RUSSELL MID-CAP ETF (IWR) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold IWR?
InsiderSet currently tracks 6 superinvestors reporting IWR holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own IWR.
How much IWR stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $15.75M in IWR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were IWR superinvestor holdings last updated?
The latest IWR superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor IWR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its IWR position after the reporting date.
Are superinvestors buying or selling IWR?
Buying and selling can be analyzed by comparing IWR positions across consecutive 13F reporting periods. InsiderSet's IWR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWR ownership changes.
How have superinvestor IWR holdings changed over time?
InsiderSet tracks IWR holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.