ISHARES RUSSELL MID-CAP ETF (IWR) Institutional Ownership and Insiders Activity
ISHARES RUSSELL MID-CAP ETF (IWR) is widely held by institutional investors, with 5 tracked firms reporting positions valued at approximately $15.73M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Matrix Advisors Value Fund is the largest disclosed holder, reporting approximately $6.52M in IWR holdings in its latest filing.
Institutional Holders
5
Total Reported Value
$15.73M
Largest Holder
Matrix Advisors Value Fund
Largest Position
$6.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Matrix Advisors Value Fund$6.52M
- Sequoia Financial Advisors$4.73M
- Renaissance Technologies LLC$2.45M
- Matrix Private Capital Group$1.79M
- Hillman Value Fund$238,140
iwr News
All news- Citizens Business Bank Q2 Portfolio Shifts: Focus on Tech, New Positions in ASTS & TOST
Aug 6, 2026 · valut.ai
- Washington Trust Co Portfolio Changes Q2 2026: Significant Buys & Sells
Aug 5, 2026 · valut.ai
- Consolidated Investment Group Llc Portfolio Shifts in Q2 2026
Jul 25, 2026 · valut.ai
- West Bancorporation Inc Investment Activity Q2 2026
Jul 25, 2026 · valut.ai
- Albion Financial Group Portfolio Analysis: Q2 2026 Investment Trends
Jul 25, 2026 · valut.ai
- Johnson Investment Counsel Inc Q2 Portfolio Changes: Focus on Technology and Financial Services
Jul 24, 2026 · valut.ai
- Hoxton Planning & Management Llc Portfolio Activity in Q2 2026
Jul 18, 2026 · valut.ai
- Steph & Co Q2 2026 Portfolio Activity
Jul 18, 2026 · valut.ai
Related IWR Institutional Insights:
- IWR Institutional Ownership & Insiders Activity
- IWR Institutional Ownership & 13F Activity
- IWR Top Institutional Shareholders
- IWR Institutional Buying Activity
- IWR Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IWR Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings