iShares Russell Mid-cap ETF (IWR): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
3 concentrated managers hold it (−1 vs last quarter) with a median weight of 0.1%.
Quarter flow (concentrated managers)
Change in managers (4 → 3): 0 opened · 1 exited = −1
Net flow in the quarter: −$1.3M (−12 K shares) · bought $0 and sold $1.3MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 3 held it last quarter (the chart point); with today's set, 4 (the base for the change).
Concentrated managers holding it
- Regency Capital Management$441K0.2%
- Westwind Capital$214K0.1%
- NWK Group$14.1K0.0%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of IWR (all 13F filers)
- Jones Financial Companies Lllp99.7 MWealth adviser+6.7 M
- Bank of America68.9 MBank or trading desk+3.0 M
- Wells Fargo45.4 MBank or trading desk+2.5 M
- US Bancorp12.8 MBank or trading desk−140 K
- PNC Financial Services Group12.5 MBank or trading desk+139 K
- Morgan Stanley11.9 MBank or trading desk+946 K
- Bank of New York Mellon10.7 MBank or trading desk+7,311
- Baird Financial Group10.7 MWealth adviser+1.7 M
- Northern Trust10.1 MIndex manager−65 K
- Royal Bank of Canada8.1 MBank or trading desk+241 K
- Shares
- 99.7 M
- Change
- +6.7 M
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- Type
- Wealth adviser
- Value
- $10.9 bn
- Shares
- 68.9 M
- Change
- +3.0 M
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- Type
- Bank or trading desk
- Value
- $7.6 bn
- Shares
- 45.4 M
- Change
- +2.5 M
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- Type
- Bank or trading desk
- Value
- $5.0 bn
- Shares
- 12.8 M
- Change
- −140 K
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- Type
- Bank or trading desk
- Value
- $1.4 bn
- Shares
- 12.5 M
- Change
- +139 K
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- Type
- Bank or trading desk
- Value
- $1.4 bn
- Shares
- 11.9 M
- Change
- +946 K
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- Type
- Bank or trading desk
- Value
- $1.3 bn
- Shares
- 10.7 M
- Change
- +7,311
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- Type
- Bank or trading desk
- Value
- $1.2 bn
- Shares
- 10.7 M
- Change
- +1.7 M
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- Type
- Wealth adviser
- Value
- $1.2 bn
- Shares
- 10.1 M
- Change
- −65 K
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- Type
- Index manager
- Value
- $1.1 bn
- Shares
- 8.1 M
- Change
- +241 K
See more
- Type
- Bank or trading desk
- Value
- $895M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗