IWR · iShares Russell Mid-Cap ETF ETF
$111.83
-0.31 (-0.28%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 14
Total Value: $75,406,804
Total Shares: 683,528
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 14 13F filers · Δ vs Mar 31, 2026Top Holder
78.6%
+22.3 pts
Top 5
96.0%
−4.0 pts
Top 10
99.3%
−0.7 pts
HHI
6,273
Highly concentrated+1,224
Quarterly Activity
vs Mar 31, 2026
New
11
Increased
1
Decreased
1
Sold Out
2
Unchanged
1
Holder count:
+9
Institutional value:
+5.1%
Shares held:
-7.4%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | +251 | 358 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Cornerstone Financial Management LLC | −15 | 10 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 537,202 | $59,264,124 | |
| Mega CITADEL ADVISORS LLC | 53,600 | $5,913,152 | |
| Mid ANCHOR CAPITAL ADVISORS LLC | 28,435 | $3,136,949 | |
| Small HORAN Wealth, LLC | 21,020 | $2,318,926 | |
| Mid Parkside Financial Bank & Trust | 15,770 | $1,739,746 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 415,457 | $40,394,881 | |
| Mid Dakota Wealth Management | 320,317 | $31,144,421 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IWR | $59,264,124 | 78.59% | 537,202 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IWR | $5,560,128 | 7.37% | 50,400 | Call | 2026-09-02 | |
| Mid ANCHOR CAPITAL ADVISORS LLC IWR | $3,136,949 | 4.16% | 28,435 | Shares | 2026-09-03 | |
| Small HORAN Wealth, LLC IWR | $2,318,926 | 3.08% | 21,020 | Shares | 2026-08-26 | |
| Mid Parkside Financial Bank & Trust Bank IWR | $1,739,746 | 2.31% | 15,770 | Shares | 2026-09-04 | |
| Small BROWN, LISLE/CUMMINGS, INC. IWR | $959,784 | 1.27% | 8,700 | Shares | 2026-09-02 | |
| Small Kirkwood Financial Services IWR | $511,443 | 0.68% | 4,636 | Shares | 2026-08-25 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. IWR | $410,611 | 0.54% | 3,722 | Shares | 2026-08-25 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IWR | $371,888 | 0.49% | 3,371 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IWR | $353,024 | 0.47% | 3,200 | Put | 2026-09-02 | |
| Small Advus Financial Partners, LLC IWR | $259,913 | 0.34% | 2,356 | Shares | 2026-08-25 | |
| Small Range Advisory, LLC IWR | $247,558 | 0.33% | 2,244 | Shares | 2026-09-02 | |
| Mid Strategic Financial Services, Inc. IWR | $232,113 | 0.31% | 2,104 | Shares | 2026-08-24 | |
| Small TUCKER ASSET MANAGEMENT LLC IWR | $39,494 | 0.05% | 358 | Shares | 2026-08-27 | |
| Small Cornerstone Financial Management LLC IWR | $1,103 | 0.00% | 10 | Shares | 2026-08-28 |