iShares Russell Mid-Cap ETF
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0.46% more ownership
Funds ownership: 82.62% [Q4 2024] → 83.08% (+0.46%) [Q1 2025]
0% less capital invested
Capital invested by funds: $31.8B [Q4 2024] → $31.8B (-$3.01M) [Q1 2025]
6% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 98
2% less funds holding in top 10
Funds holding in top 10: 63 [Q4 2024] → 62 (-1) [Q1 2025]
3% less funds holding
Funds holding: 1,392 [Q4 2024] → 1,349 (-43) [Q1 2025]
12% less repeat investments, than reductions
Existing positions increased: 426 | Existing positions reduced: 483
26% less call options, than puts
Call options by funds: $9.38M | Put options by funds: $12.6M
Research analyst outlook
We haven’t received any recent analyst ratings for IWR.
Financial journalist opinion
Neutral
Barrons
1 day ago
Mid-Cap Index Funds Aren't All Alike. Look Under the Hood.
CFRA found big discrepancies among the returns of the market's three largest mid-cap ETFs.
Negative
Seeking Alpha
1 month ago
IWR: The Case And Risks Of Mid-Cap Stocks
IWR offers diversified mid-cap exposure, reducing idiosyncratic and sector risk, with attractive valuations compared to large-cap peers. Mid-caps are positioned to benefit from domestic revenue reliance, especially as trade policy shifts and tariffs impact large-cap margins. Short-term economic headwinds—slower growth, inflation, and labor market uncertainty—may limit IWR's absolute returns in 2024.
Neutral
Zacks Investment Research
1 month ago
Should iShares Russell Mid-Cap ETF (IWR) Be on Your Investing Radar?
The iShares Russell Mid-Cap ETF (IWR) was launched on 07/17/2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Blend segment of the US equity market.
Neutral
Zacks Investment Research
3 months ago
Should iShares Russell Mid-Cap ETF (IWR) Be on Your Investing Radar?
The iShares Russell Mid-Cap ETF (IWR) was launched on 07/17/2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Blend segment of the US equity market.
Neutral
Zacks Investment Research
5 months ago
Should iShares Russell Mid-Cap ETF (IWR) Be on Your Investing Radar?
Designed to provide broad exposure to the Mid Cap Blend segment of the US equity market, the iShares Russell Mid-Cap ETF (IWR) is a passively managed exchange traded fund launched on 07/17/2001.
Neutral
Zacks Investment Research
7 months ago
Should iShares Russell Mid-Cap ETF (IWR) Be on Your Investing Radar?
Launched on 07/17/2001, the iShares Russell Mid-Cap ETF (IWR) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.
Positive
Seeking Alpha
9 months ago
IWR: Outperformance Likely In A Lower Rate Environment
IWR's portfolio, heavily weighted in cyclical sectors, is poised to benefit from an improving macroeconomic environment as inflation recedes and interest rates decline. Despite underperforming in a high-rate environment, IWR's earnings growth is expected to outpace the S&P 500 in 2025 and 2026. IWR's valuation is reasonable at a forward P/E ratio of 16.1x, especially compared to the more expensive S&P 500 index.
Neutral
Zacks Investment Research
9 months ago
Should iShares Russell Mid-Cap ETF (IWR) Be on Your Investing Radar?
Designed to provide broad exposure to the Mid Cap Blend segment of the US equity market, the iShares Russell Mid-Cap ETF (IWR) is a passively managed exchange traded fund launched on 07/17/2001.
Negative
Seeking Alpha
11 months ago
IWR: Current Jobs Data Possibly A Blip, But Big Deltas Are Needed For Inflation
iShares Russell Mid-Cap ETF is a diversified US mid-cap ETF with significant exposure to the financial and industrial sectors, as well as other sectors with cyclical characteristics. The recent jobs data alarmed some market participants, triggering the Sahm rule that indicates the possibility of an incoming recession. It's possible certain data points of the jobs report overstated the recession danger, including weather effects and seasonal unemployment.
Neutral
Zacks Investment Research
11 months ago
Should iShares Russell Mid-Cap ETF (IWR) Be on Your Investing Radar?
The iShares Russell Mid-Cap ETF (IWR) was launched on 07/17/2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Blend segment of the US equity market.
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