IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow +0.9% ·
net new positions -14.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 79 | +3 | 355.13M | $39.10B | +5 | −2 |
| 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 | — | −1 |
| Q4 2024 | 6 | +2 | 117.42K | $10.38M | +2 | — |
| Q3 2024 | 4 | -1 | 101.12K | $8.91M | +1 | −2 |
| Q2 2024 | 5 | — | 412.32K | $33.43M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 4.06M | — | $373.74M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 4.06M | — | $373.74M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 296.32K | — | $27.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 296.32K | — | $27.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 296.32K | — | $27.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 296.32K | — | $27.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 296.32K | — | $27.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passive) | 61.32K | — | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | The Vanguard Group ✦ (passive) | 61.32K | — | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 55.69K | +329.7% | $5.12M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 22.70K | +170.2% | $2.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 5.54K | New | $509,254 | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 5.54K | New | $509,254 | 0.0% | New | 1 | SEC ↗ |
| 14 | Harris Associates (Oakmark) ✦ | 1.00K | New | $91,942 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $509,254 | 0.0% |
| AQR Capital Management | $509,254 | 0.0% |
| Harris Associates (Oakmark) | $91,942 | 0.0% |
Exited
| D. E. Shaw & Co. | $1.21M | was 0.0% |
| Fisher Asset Management | $362,064 | was 0.0% |
| Wellington Management | $357,294 | 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.