Ishares Russell Mid-cap ETF
$108.50-1%
+$1.9B
Net Activity
+3.95% total shares
Institutions Holding
1601
Popularity Rank
#223
Avg Weight
0.41%
Total Value
$48.1B
1601 institutions currently hold IWR, with 654 net buyers and 565 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
565
Net Buying Institutions
654
Top 5 by Value
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Across its top 20 institutional holders, IWR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 21/100).
IWR ranks #223 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
IWR is a top-conviction position for Performa Ltd — at 20.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in IWR belongs to Jones Financial Companies Lllp, but the position matters far more to Performa Ltd, who has 20.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Robertson Stephens Wealth Management, LLC has added to its IWR position for two straight quarters, increasing it by $33.1M to reach $63.8M today.
Triumph Capital Management has trimmed its IWR position for two straight quarters, cutting it by $2.4M while still holding $3.4M.
IWR is down 1% today, but institutions show net buying of $1.9B this quarter — a divergence between today's price move and the underlying institutional flow.
+$2.4B
Total Buy Value
$532.5M
Total Sell Value
654
Net Buyers
565
Net Sellers
IWR
Q2 2026
Top 5 Institutional Movers
+$1.2B
+$840.9M
+$303.9M
+$248.2M
IWR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
464287499
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,086
Total reported value
$377.7B
Held by 4086 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,841
Total reported value
$1.8T
Held by 5841 institutions — one of the most-tracked stocks on AlphaSMO
Access IWR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/IWRCLI
npx alphasmo stocks get IWR