Inst. Holders
50 funds
IW
IWR
ISHARES RUSSELL MIDCAP
$108.38 ▲ +0.73%
Prev close $107.5920 New Institutional Positions11 Institutional Exits
Snapshot
The big-picture read on IWR right now — valuation, ownership and activity at a glance.
Inst. Value
$40.5B
Inst. Activity
20 buys / 11 sells
Price chart 30d -2.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: IWR — 64.1% short (0.6M / 1.0M)
Short: 634,220 | Exempt: 5,320 | TRF Vol: 989,194 | Short Ratio: 64.1% | Off-exchange volume (dark p
Jun 30, 2026 Inst.
KAYNE ANDERSON RUDNICK INVESTMENT — TRIM
456,804 shares ($50.4M)
Jun 30, 2026 Inst.
BNP PARIBAS FINANCIAL MARKETS — ADD
361,621 shares ($39.9M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: IWR — 64.1% short (0.6M / 1.0M)
Short: 634,220 | Exempt: 5,320 | TRF Vol: 989,194 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: IWR — 70.3% short (0.5M / 0.7M)
Short: 479,657 | Exempt: 241 | TRF Vol: 682,239 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: IWR — 73.6% short (1.0M / 1.3M)
Short: 974,807 | Exempt: 1,598 | TRF Vol: 1,323,641 | Short Ratio: 73.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: IWR — 74.8% short (0.6M / 0.8M)
Short: 623,418 | Exempt: 224 | TRF Vol: 833,588 | Short Ratio: 74.8% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: IWR — 63.6% short (0.4M / 0.7M)
Short: 421,257 | Exempt: 531 | TRF Vol: 661,997 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own IWR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $40.5B total value (367,568,801 shares) as of 2026-Q2. Top holders: JONES, BANK, WELLS. Net buying activity: 20 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 99,650,083 | $10.9B | 27.0% | — |
| BANK OF AMERICA CORP /DE/ | 68,880,354 | $7.6B | 18.8% | — |
| WELLS FARGO & COMPANY/MN | 45,367,356 | $5.0B | 12.4% | — |
| US BANCORP \DE\ | 12,780,590 | $1.4B | 3.5% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 12,472,614 | $1.4B | 3.4% | — |
| MORGAN STANLEY | 11,932,912 | $1.3B | 3.3% | — |
| Bank of New York Mellon Corp | 10,734,592 | $1.2B | 2.9% | — |
| Baird Financial Group, Inc. | 10,660,298 | $1.2B | 2.9% | — |
| NORTHERN TRUST CORP | 10,120,436 | $1.1B | 2.8% | — |
| ROYAL BANK OF CANADA | 8,115,880 | $895.3M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | TRIM | 725,457 | 456,804 | -37.0% | $50.4M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 205,951 | 361,621 | +75.6% | $39.9M |
| Concurrent Investment Advisors, LLC | ADD | 230,568 | 299,390 | +29.8% | $33.0M |
| BlackRock, Inc. | TRIM | 347,973 | 256,064 | -26.4% | $28.2M |
| Quantinno Capital Management LP | ADD | 74,705 | 117,817 | +57.7% | $13.0M |
| Vestmark Advisory Solutions, Inc. | DOUBLED | 10,750 | 112,678 | +948.2% | $12.4M |
| EP Wealth Advisors, LLC | ADD | 52,979 | 98,544 | +86.0% | $10.9M |
| JANE STREET GROUP, LLC | DOUBLED | 21,974 | 89,684 | +308.1% | $9.9M |
| Arax Advisory Partners | DOUBLED | 27,196 | 83,145 | +205.7% | $9.2M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 203,641 | 75,245 | -63.1% | $8.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IWR.
Shares short
2,640,475
Settlement Sep 15, 2026
Change vs prior
-9.3%
Semi-monthly cycle
Days to cover
2.4
At avg daily volume