As of the latest SEC filings, ISHARES RUSSELL MID-CAP ETF (IWR) is held by 18 institutional funds. The largest fund shareholder is Catalyst/Millburn Hedge Strategy Fund (MBXAX), holding an estimated $74,718,824.25 in market value, representing 0.79% of its portfolio.
Funds holding ISHARES RUSSELL MID-CAP ETF (IWR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IWR
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MBXAX
Catalyst/Millburn Hedge Strategy Fund
|
MF | Independent / Boutique | 0.79% | $74,718,824.25 | 768,475 | Mar 31, 2026 | Jun 1, 2026 |
|
BRMAX
iShares Russell Mid-Cap Index Fund
|
MF | BlackRock / iShares | 1.20% | $28,732,627.50 | 275,375 | Apr 30, 2026 | Jun 25, 2026 |
|
BSMIX
iShares Russell Small/Mid-Cap Index Fund
|
MF | BlackRock / iShares | 0.49% | $6,120,167.04 | 58,656 | Apr 30, 2026 | Jun 25, 2026 |
|
IIRMX
Voya RussellTM Mid Cap Index Portfolio
|
MF | Voya | 0.94% | $5,970,602.61 | 61,407 | Mar 31, 2026 | Jun 1, 2026 |
|
SWMCX
Schwab U.S. Mid-Cap Index Fund
|
MF | Charles Schwab | 0.15% | $3,860,580.00 | 37,000 | Apr 30, 2026 | Jun 25, 2026 |
|
VVIMX
Voya VACS Index Series MC Portfolio
|
MF | Voya | 1.11% | $3,252,829.65 | 33,455 | Mar 31, 2026 | Jun 1, 2026 |
|
PWTAX
UBS U.S. Allocation Fund
|
MF | Independent / Boutique | 1.32% | $2,968,995.72 | 28,828 | Feb 28, 2026 | Apr 24, 2026 |
|
-
PD Mid-Cap Index Portfolio
|
ETF | Independent / Boutique | 0.93% | $2,753,845.29 | 28,323 | Mar 31, 2026 | May 27, 2026 |
|
ODMCX
JPMorgan SMID Cap Equity Fund
|
MF | JPMorgan | 0.86% | $2,460,016.23 | 25,301 | Mar 31, 2026 | May 29, 2026 |
|
GPANX
Grant Park Multi Alternative Strategies Fund
|
MF | Independent / Boutique | 0.48% | $1,540,317.66 | 15,842 | Mar 31, 2026 | May 29, 2026 |
|
-
EQ/Mid Cap Value Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.04% | $595,047.60 | 6,120 | Mar 31, 2026 | May 26, 2026 |
|
VVJEX
Voya VACS Series MCV Fund
|
MF | Voya | 0.29% | $325,036.44 | 3,156 | Feb 28, 2026 | Apr 28, 2026 |
|
IMCVX
VOYA MULTI-MANAGER MID CAP VALUE FUND
|
MF | Voya | 0.19% | $293,315.52 | 2,848 | Feb 28, 2026 | Apr 28, 2026 |
|
-
AVIP AB Mid Cap Core Portfolio
|
ETF | Independent / Boutique | 0.14% | $142,053.03 | 1,461 | Mar 31, 2026 | May 29, 2026 |
|
BRES
Burney U.S. Equity Select ETF
|
ETF | Independent / Boutique | 0.02% | $133,555.20 | 1,280 | Apr 30, 2026 | Jun 29, 2026 |
|
WSGE
Warren Street Global Equity ETF
|
ETF | Independent / Boutique | 0.13% | $75,229.14 | 721 | Apr 30, 2026 | Jun 29, 2026 |
|
NOEQ
Northern Trust US Equity ETF
|
ETF | Independent / Boutique | 0.00% | $31,113.60 | 320 | Mar 31, 2026 | May 28, 2026 |
|
AAUA
Alpha Architect US Equity 3 ETF
|
ETF | Independent / Boutique | 0.01% | $19,446.00 | 200 | Mar 31, 2026 | Jun 1, 2026 |
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