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IWR — ISHARES RUSSELL MID-CAP ETF

Reported value held$20.01B
Funds holding (latest)29
Sector—
Funds holding (Q2 2026)19
Institutional value$20.00B · 181.30M sh
New / Add / Cut / Exit2 / 8 / 6 / 2
Top-5 / Top-10 concentration82.4% / 99.3%
Institutional holdings change Accumulating +8.2% (+13.67M sh)
Institutional value change Up +22.7%

As of Q2 2026, 19 SEC-registered investment managers reported holding IWR (ISHARES RUSSELL MID-CAP ETF) in their latest 13F filings, with a combined reported value of $20.00B across 181.30M shares. That is +8.2% by share count (+13.67M shares) versus the previous quarter, while reported value moved +22.7%. Ownership is concentrated: the five largest holders account for 82.4% of reported value and the top ten for 99.3%.

Compared with the prior quarter, 2 opened new positions, 8 added to existing stakes, 6 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 68.88M $7.60B 0.51% Add
Wells Fargo & Co history Q2 2026 45.37M $5.00B 0.85% Add
PNC Financial Services history Q2 2026 12.47M $1.38B 0.68% Add
Morgan Stanley history Q2 2026 11.93M $1.32B 0.07% Add
BNY Mellon history Q2 2026 10.73M $1.18B 0.20% Hold
Northern Trust Corp history Q2 2026 10.12M $1.12B 0.13% Reduce
JPMorgan Chase & Co history Q2 2026 7.38M $812.95M 0.09% New
UBS Group AG history Q2 2026 7.35M $811.22M 0.11% Add
Fidelity Management & Research (FMR) history Q2 2026 3.87M $427.16M 0.02% Reduce
Goldman Sachs Group history Q2 2026 1.98M $218.09M 0.02% Add
Franklin Resources history Q2 2026 666.99K $73.58M 0.02% Hold
BlackRock Inc history Q2 2026 256.06K $28.25M 0.00% Reduce
AQR Capital Management history Q2 2026 97.28K $10.73M 0.00% Add
Principal Global Investors history Q2 2026 75.25K $8.30M 0.00% Reduce
Vanguard Group history Q4 2025 61.97K $5.97M 0.00% Add
Citadel Advisors history Q2 2026 53.60K $5.91M 0.00% Add
Citigroup Inc history Q2 2026 42.01K $4.63M 0.00% Hold
Charles Schwab Investment Management history Q2 2024 45.25K $3.67M 0.00% Reduce
Renaissance Technologies history Q2 2026 14.80K $1.63M 0.00% Reduce
Lazard Asset Management history Q1 2026 16.26K $1.58M 0.00% Hold

View all 29 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Bank of America Corp 54.37M 57.83M 58.19M 58.97M 59.91M 59.99M 57.29M 57.04M 57.49M 59.58M 58.52M 58.54M 59.28M 61.63M 62.48M 60.82M 62.43M 66.57M 65.88M 68.88M
Wells Fargo & Co 34.44M 35.41M 38.76M 39.82M 37.83M 39.15M 38.12M 35.94M 35.11M 34.63M 33.98M 33.41M 33.27M 34.16M 38.27M 39.19M 40.25M 41.69M 42.83M 45.37M
PNC Financial Services 16.41M 17.46M 16.85M 16.40M 16.14M 15.86M 15.75M 15.33M 14.82M 14.33M 14.02M 13.72M 13.51M 13.44M 13.16M 12.90M 12.75M 12.50M 12.33M 12.47M
Morgan Stanley 6.53M 6.87M 6.81M 6.91M 7.04M 7.08M 6.76M 7.55M 7.05M 7.20M 7.51M 7.46M 7.48M 7.98M 10.06M 10.63M 10.34M 10.80M 10.99M 11.93M
BNY Mellon 8.07M 8.34M 8.39M 8.23M 8.14M 8.26M 7.99M 7.87M 7.96M 7.71M 7.95M 7.36M 7.29M 7.18M 8.02M 9.90M 10.02M 10.78M 10.73M 10.73M
Northern Trust Corp 8.56M 9.08M 9.02M 9.18M 8.98M 9.29M 9.00M 8.81M 8.88M 9.09M 9.03M 9.04M 9.19M 9.30M 9.37M 9.67M 9.80M 10.33M 10.19M 10.12M
JPMorgan Chase & Co 11.79M 11.87M 6.59M 6.45M 6.62M 6.75M 6.52M 6.76M 6.95M 7.02M 6.94M 6.86M 7.06M 6.88M 6.81M 6.58M 6.62M 6.74M — 7.38M
UBS Group AG 5.99M 6.12M 6.08M 5.27M 5.29M 5.42M 5.34M 5.37M 5.45M 5.41M 5.43M 5.17M 6.13M 5.38M 5.35M 5.39M 6.02M 6.01M 7.25M 7.35M
Fidelity Management & Research (FMR) 1.72M 1.84M 2.22M 3.02M 3.22M 3.05M 3.02M 2.90M 2.71M 2.83M 2.79M 2.81M 2.87M 2.94M 3.08M 4.06M 4.05M 4.06M 4.09M 3.87M
Goldman Sachs Group 3.36M 3.34M 3.42M 3.49M 3.47M 3.33M 3.38M 3.31M 3.31M 3.24M 3.38M 3.39M 2.52M 2.43M 2.61M 2.61M 2.00M 1.94M 1.97M 1.98M
Franklin Resources 922.82K 914.79K 909.00K 899.75K 895.17K 887.79K 867.83K 840.20K 747.02K 730.12K 720.79K 710.25K 702.49K 695.93K 691.26K 650.97K 647.19K 666.82K 665.83K 666.99K
BlackRock Inc — — — — — — — — — — — — 274.19K 296.15K 374.62K 296.32K 383.00K 396.24K 347.97K 256.06K
AQR Capital Management — — — — — — — — — — — — — — — 5.54K 15.50K 33.43K 54.33K 97.28K
Principal Global Investors 27.15K 125.12K 196.79K 111.99K 95.46K 193.22K 29.39K 35.42K 44.74K 78.64K 66.56K 69.68K 64.08K 134.01K 70.57K 60.35K 58.72K 459.25K 203.64K 75.25K
Citadel Advisors 26.70K 41.74K 35.47K 43.23K 117.75K 63.55K 42.78K 61.20K 136.69K 153.89K 130.12K 66.43K 75.12K 102.68K 67.16K 96.98K 35.70K 37.30K 34.60K 53.60K
Citigroup Inc 58.60K 1.06M 1.05M 902.86K 902.61K 367.75K 369.16K 72.95K 87.66K 91.55K 746.69K 148.36K 61.37K 67.68K 118.38K 74.93K 63.41K 50.72K 42.07K 42.01K
Renaissance Technologies 26.30K 14.70K — 19.30K 6.70K 4.40K — — 35.30K — — — 9.50K 69.90K 8.40K 22.70K 22.20K 34.80K 25.20K 14.80K
Millennium Management — — 25.36K 43.51K — — 43.13K 3.44K 7.89K 6.93K 17.90K — — 4.69K — — — — — 3.54K
Deutsche Bank AG 19.03K 18.90K 17.37K 19.75K 17.25K 13.94K 13.94K 13.94K 13.94K 13.94K 6.07K 5.99K 5.99K 4.76K 4.76K 4.47K 4.59K 3.50K 1.68K 1.53K
D. E. Shaw & Co — — — — — — — — — — — 51.84K 36.40K 17.85K 14.21K — — 4.56K — —

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