IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -30.0% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 586.14K | $63.78M | n/a | −1 |
| Q2 2026 | 78 | +3 | 354.65M | $39.05B | +5 | −3 |
| Q1 2026 | 77 | 0 | 339.70M | $32.85B | +3 | −3 |
| Q4 2025 | 77 | 0 | 320.75M | $30.87B | +1 | −1 |
| Q3 2025 | 10 | 0 | 30.11M | $2.91B | +1 | −1 |
| Q2 2025 | 7 | -1 | 4.51M | $414.45M | +2 | −3 |
| Q1 2025 | 5 | -1 | 44.02K | $3.75M | n/a | −1 |
| Q4 2024 | 6 | +2 | 117.42K | $10.38M | +2 | n/a |
| Q3 2024 | 4 | -1 | 101.12K | $8.91M | +1 | −2 |
| Q2 2024 | 5 | n/a | 412.32K | $33.43M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | D. E. Shaw & Co. ✦ | 14.21K | -20.4% | $1.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 12.96K | -21.9% | $1.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 8.40K | -88.0% | $714,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 4.26K | +1.4% | $362,064 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 4.20K | 0.0% | $357,294 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Millennium Management | $414,861 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,501 holders, 412.13M shares, $39.36B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.