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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$92.98 -0.18 (-0.19%)
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Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Current
Institutional Ownership
Percentage
80.16%
Number of
Institutional Buyers
(last 12 months)
885
Total
Institutional Inflows
(last 12 months)
$4.80B
Number of
Institutional Sellers
(last 12 months)
679
Total
Institutional Outflows
(last 12 months)
$2.29B
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IWR Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Bailard Inc.131,412$12.09M0.3%-5.1%0.029%
8/8/2025PNC Financial Services Group Inc.12,897,853$1.19B0.8%-2.0%2.806%
8/8/2025Beck Bode LLC8,210$755K0.1%-8.1%0.002%
8/7/2025Fund Evaluation Group LLC150,016$13.80M0.5%-0.8%0.033%
8/7/2025Cvfg LLC6,279$577K0.5%+3.5%0.001%
8/7/2025New England Private Wealth Advisors LLC58,581$5.53M0.8%+3.0%0.013%
8/7/2025CENTRAL TRUST Co13,152$1.21M0.0%+6.2%0.003%
8/7/2025Nwam LLC12,640$1.19M0.1%-1.8%0.003%
8/7/2025Legacy Advisors LLC20,593$1.89M1.7%-91.0%0.004%
8/7/2025Montag A & Associates Inc.4,810$442K0.0%-29.0%0.001%
8/7/2025Midland Wealth Advisors LLC9,838$905K0.1%+12.8%0.002%
8/7/2025Samalin Investment Counsel LLC43,669$4.02M1.5%+18.8%0.010%
8/7/2025Vise Technologies Inc.2,711$249K0.0%N/A0.001%
8/7/2025Allworth Financial LP19,081$1.76M0.0%+4.3%0.004%
8/7/2025Tillman Hartley LLC3,000$276K0.1%N/A0.001%
8/7/2025Americana Partners LLC7,050$648K0.0%N/A0.002%
8/7/2025Davis R M Inc.17,781$1.64M0.0%-5.1%0.004%
8/7/2025Fidelis Capital Partners LLC161,228$15.03M1.4%-0.2%0.035%
8/7/2025King Luther Capital Management Corp3,004$276K0.0%+13.0%0.001%
8/7/2025Future Fund LLC3,286$302K0.1%N/A0.001%
8/7/2025Midwest Trust Co74,976$6.90M0.1%N/A0.016%
8/7/2025FDx Advisors Inc.53,896$4.96M1.5%-0.8%0.012%
8/7/2025Sound View Wealth Advisors Group LLC59,761$5.50M0.4%-4.1%0.013%
8/7/2025Parkside Financial Bank & Trust15,942$1.47M0.2%+51.4%0.003%
8/6/2025 Prospera Financial Services Inc50,053$4.61M0.1%+36.6%0.011%
8/6/2025 RWA Wealth Partners LLC83,083$7.64M0.1%-0.2%0.018%
8/6/2025 AE Wealth Management LLC250,817$23.07M0.2%+14.7%0.055%
8/6/2025 Stokes Family Office LLC2,208$203K0.0%N/A0.000%
8/6/2025 Legacy Investment Solutions LLC410$38K0.0%N/A0.000%
8/6/2025 Miller Investment Management LP226,917$20.87M2.2%-1.1%0.049%
8/6/2025 Wedbush Securities Inc.8,460$778K0.0%-1.7%0.002%
8/6/2025 Nvwm LLC38,319$3.52M0.9%-10.8%0.008%
8/6/2025 Bryn Mawr Trust Advisors LLC33,610$3.09M0.2%+76.1%0.007%
8/6/2025 North Capital Inc.659$61K0.1%-43.1%0.000%
8/6/2025 Atlas Legacy Advisors LLC136,082$12.51M2.8%-11.7%0.030%
8/6/2025 Savant Capital LLC83,196$7.65M0.0%-0.4%0.018%
8/6/2025 Horizon Investment Services LLC2,198$202K0.1%N/A0.000%
8/6/2025 Modera Wealth Management LLC68,386$6.29M0.1%+7.5%0.015%
8/6/2025 Middleton & Co. Inc. MA25,406$2.34M0.3%-6.9%0.006%
8/6/2025 Cetera Trust Company N.A1,425$131K0.1%+90.0%0.000%
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8/6/2025 Golden State Wealth Management LLC4,831$444K0.1%+5.2%0.001%
8/6/2025 Commonwealth Equity Services LLC963,696$88.63M0.1%-12.7%0.210%
8/6/2025 SouthState Corp32,427$2.98M0.1%+0.9%0.007%
8/6/2025 Strategic Financial Partners Ltd.98,161$9.03M4.2%-17.0%0.021%
8/6/2025 Anchor Capital Advisors LLC30,806$2.83M0.1%-12.5%0.007%
8/6/2025 Centerpoint Advisory Group3,190$293K0.3%N/A0.001%
8/6/2025 Atlantic Union Bankshares Corp805,274$74.06M1.7%+6.6%0.175%
8/6/2025 First Horizon Advisors Inc.116,117$10.68M0.3%-2.7%0.025%
8/6/2025 Moors & Cabot Inc.8,177$752K0.0%-4.7%0.002%
8/6/2025 RFG Bristol Wealth Advisors LLC3,609$332K0.1%-2.9%0.001%
8/6/2025 Simmons Bank20,161$1.85M0.1%+7.7%0.004%
8/5/2025 Arrowroot Family Office LLC10,189$937K0.4%N/A0.002%
8/5/2025 GPS Wealth Strategies Group LLC835$77K0.0%+30.7%0.000%
8/5/2025 Crestwood Advisors Group LLC5,129$472K0.0%+60.0%0.001%
8/5/2025 Elyxium Wealth LLC42,799$3.94M1.5%+50.6%0.009%
8/5/2025 Prosperity Consulting Group LLC12,154$1.12M0.1%+158.4%0.003%
8/5/2025 Huntington National Bank511,307$47.03M0.3%-3.2%0.111%
8/5/2025 Key Financial Inc472$43K0.0%-58.9%0.000%
8/5/2025 Marion Wealth Management2,188$201K0.1%N/A0.000%
8/5/2025 Bank of New York Mellon Corp9,899,322$910.44M0.2%+23.5%2.154%
8/5/2025 Freestone Capital Holdings LLC5,712$525K0.0%+11.7%0.001%
8/5/2025 Bank of Montreal Can1,353,515$124.48M0.1%+1.9%0.294%
8/5/2025 Benchmark Financial Wealth Advisors LLC2,288$210K0.1%N/A0.000%
8/5/2025 Israel Discount Bank of New York5,412$498K1.9%-11.7%0.001%
8/5/2025 Sigma Planning Corp30,382$2.79M0.1%+13.8%0.007%
8/5/2025 AAF Wealth Management LLC5,139$473K0.2%-4.3%0.001%
8/5/2025 Gilbert & Cook Inc.379,735$34.92M4.7%-4.2%0.083%
8/5/2025 TIAA Trust National Association3,567,868$328.14M0.9%-14.4%0.776%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors17,249$1.59M0.1%+1.2%0.004%
8/5/2025 Welch & Forbes LLC22,727$2.09M0.0%+0.5%0.005%
8/5/2025 Strategic Financial Concepts LLC3,139$289K0.0%-79.9%0.001%
8/5/2025 Trail Ridge Investment Advisors LLC2,643$248K0.1%-4.1%0.001%
8/5/2025 GHP Investment Advisors Inc.3,229$297K0.0%+9.0%0.001%
8/5/2025 Beam Wealth Advisors Inc.74,947$6.89M2.1%+18.6%0.016%
8/5/2025 Summit Investment Advisory Services LLC15,900$1.46M1.2%+106.8%0.003%
8/4/2025 AlphaStar Capital Management LLC5,529$508K0.0%N/A0.001%
8/4/2025 Linscomb Wealth Inc.15,868$1.46M0.1%-9.6%0.003%
8/4/2025 AMG National Trust Bank3,796,616$349.18M9.1%+0.2%0.826%
8/4/2025 IFG Advisory LLC4,358$401K0.0%+24.5%0.001%
8/4/2025 Amplius Wealth Advisors LLC2,767$254K0.0%N/A0.001%
8/4/2025 Mesirow Financial Investment Management Inc.547,366$50.34M1.0%-51.1%0.119%
8/4/2025 UNIVEST FINANCIAL Corp9,510$875K0.1%-7.8%0.002%
8/4/2025 Simon Quick Advisors LLC92,073$8.47M0.3%-4.6%0.020%
8/4/2025 Impact Partnership Wealth LLC4,441$408K0.1%-17.6%0.001%
8/4/2025 Heritage Investors Management Corp17,310$1.59M0.1%-1.6%0.004%
8/4/2025 Atria Investments Inc26,399$2.43M0.0%+12.1%0.006%
8/4/2025 Carret Asset Management LLC70,780$6.51M0.7%+0.7%0.015%
8/4/2025 Savvy Advisors Inc.2,702$248K0.0%-11.1%0.001%
8/4/2025 Live Oak Private Wealth LLC13,084$1.20M0.2%+55.8%0.003%
8/4/2025 Assetmark Inc.5,190$477K0.0%+65.4%0.001%
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8/4/2025 Keybank National Association OH1,643,054$151.11M0.6%-3.2%0.357%
8/4/2025 Hantz Financial Services Inc.267,915$24.64M0.4%-1.3%0.058%
8/4/2025 Arkadios Wealth Advisors12,580$1.16M0.0%+242.9%0.003%
8/4/2025 World Investment Advisors31,183$2.87M0.1%+52.3%0.007%
8/4/2025 Bristlecone Advisors LLC163,022$14.99M1.3%-7.8%0.035%
8/4/2025 Quaker Wealth Management LLC686$63K0.0%-200.0%0.000%
8/1/2025 Pettee Investors Inc.2,184$201K0.1%N/A0.000%
8/1/2025 GGM Financials LLC131,832$12.13M2.4%+6.8%0.029%
8/1/2025 Integral Investment Advisors Inc.2,706$249K0.1%-28.9%0.001%
8/1/2025 First National Trust Co131,059$12.05M0.5%+9.1%0.029%
(Data available from 1/1/2016 forward)

IWR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWR shares?

During the previous two years, 1,464 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($5.63B), Wells Fargo & Company MN ($3.02B), US Bancorp DE ($1.28B), PNC Financial Services Group Inc. ($1.19B), Bank of New York Mellon Corp ($910.44M), Northern Trust Corp ($797.20M), and Baird Financial Group Inc. ($699.16M).Learn more on iShares Russell Mid-Cap ETF's institutional investors.

What percentage of iShares Russell Mid-Cap ETF's stock is owned by institutional investors?

80.16% of iShares Russell Mid-Cap ETF's stock is owned by institutional investors. Learn more on IWR's institutional investor holdings.

Which institutional investors have been buying iShares Russell Mid-Cap ETF's stock?

Of the 1,206 institutional investors that purchased iShares Russell Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($28.12M), TIAA Trust National Association ($5.70M), Envestnet Portfolio Solutions Inc. ($4.11M), Bank of New York Mellon Corp ($3.05M), US Bancorp DE ($2.89M), Raymond James Financial Inc. ($2.69M), and Natixis Advisors LLC ($2.32M).

How much institutional buying is happening at iShares Russell Mid-Cap ETF?

Institutional investors have bought a total of 54,901,044 shares in the last 24 months. This purchase volume represents approximately $4.80B in transactions.

Which of iShares Russell Mid-Cap ETF's major shareholders have been selling company stock?

Of the 676 institutional investors that sold iShares Russell Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($7.75M), Envestnet Portfolio Solutions Inc. ($3.83M), Natixis Advisors LLC ($824.20K), PNC Financial Services Group Inc. ($821.71K), TIAA Trust National Association ($796.11K), Ameriprise Financial Inc. ($759.94K), and Gilbert & Cook Inc. ($575.26K).

How much institutional selling is happening at iShares Russell Mid-Cap ETF?

Institutional investors have sold a total of 25,631,833 shares in the last 24 months. This volume of shares sold represents approximately $2.29B in transactions.


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This page (NYSEARCA:IWR) was last updated on 8/8/2025 by MarketBeat.com Staff
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