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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$87.70 -0.34 (-0.39%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$87.69 -0.01 (-0.01%)
As of 05/23/2025 07:45 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Number of
Institutional Buyers
(last 12 months)
841
Total
Institutional Inflows
(last 12 months)
$4.40B
Number of
Institutional Sellers
(last 12 months)
639
Total
Institutional Outflows
(last 12 months)
$1.37B
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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
5/21/2025 Geneos Wealth Management Inc.30,372$2.58M0.1%-0.7%0.007%
5/20/2025 Fortis Capital Advisors LLC5,448$463K0.1%+3.9%0.001%
5/20/2025 Belpointe Asset Management LLC21,598$1.84M0.1%+131.1%0.005%
5/20/2025 Focus Partners Wealth455,955$38.79M0.1%-0.3%0.100%
5/20/2025 Flaharty Asset Management LLC1,541$131K0.0%N/A0.000%
5/20/2025 Integrity Alliance LLC.2,619$223K0.0%N/A0.001%
5/20/2025 Glenview Trust co1,252,223$106.53M2.1%+2.5%0.274%
5/20/2025 Chokshi & Queen Wealth Advisors Inc30,443$2.59M1.6%-5.8%0.007%
5/19/2025 Advisory Alpha LLC4,326$368K0.0%-3.5%0.001%
5/19/2025 Alaethes Wealth LLC3,818$325K0.1%+41.3%0.001%
5/19/2025 SCS Capital Management LLC40,573$3.45M0.0%N/A0.009%
5/16/2025 AAF Wealth Management LLC5,369$457K0.2%-18.9%0.001%
5/16/2025 Ascent Group LLC13,777$1.17M0.1%+209.4%0.003%
5/16/2025 Coppell Advisory Solutions LLC7,470$635K0.1%+2,163.6%0.002%
5/16/2025 Great Lakes Advisors LLC23,614$2.01M0.0%-83.6%0.005%
5/16/2025 Signature Estate & Investment Advisors LLC8,752$745K0.0%+2.1%0.002%
5/16/2025 Ashton Thomas Private Wealth LLC145,348$12.37M0.5%+8.6%0.032%
5/16/2025 Goldman Sachs Group Inc.2,608,298$221.89M0.0%+7.2%0.570%
5/16/2025 Knightsbridge Asset Management LLC62,269$5.30M1.3%-3.5%0.014%
5/16/2025 Jones Financial Companies Lllp66,129,912$5.60B5.1%+6.3%14.463%
5/16/2025 Tolleson Wealth Management Inc.70,479$6.00M1.2%-3.9%0.015%
5/16/2025 Select Equity Group L.P.11,749$999K0.0%+16.2%0.003%
5/16/2025 NewEdge Advisors LLC182,529$15.53M0.1%+3.6%0.040%
5/16/2025 Integrated Wealth Concepts LLC42,381$3.61M0.0%+0.5%0.009%
5/16/2025 Clark Capital Management Group Inc.11,297$961K0.0%+198.5%0.002%
5/16/2025 Curi RMB Capital LLC29,290$2.49M0.1%-45.0%0.006%
5/16/2025 Brandywine Trust Co.2,667$227K0.0%N/A0.001%
5/16/2025 Banque Transatlantique SA850$67K0.0%N/A0.000%
5/16/2025 Ancora Advisors LLC20,841$1.77M0.0%-3.5%0.005%
5/15/2025 Paragon Private Wealth Management LLC79,226$6.74M3.1%+22.3%0.017%
5/15/2025 EP Wealth Advisors LLC38,202$3.25M0.0%+9.4%0.008%
5/15/2025 First Manhattan CO. LLC.4,588$390K0.0%+9.5%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC11,568$984K0.0%+41.4%0.003%
5/15/2025 First Financial Bankshares Inc8,488$722K0.0%-23.2%0.002%
5/15/2025 Flputnam Investment Management Co.18,123$1.54M0.0%-3.8%0.004%
5/15/2025 Royal Bank of Canada2,035,499$173.16M0.0%-11.0%0.445%
5/15/2025 Betterment LLC4,858$413K0.0%+19.5%0.001%
5/15/2025 MAI Capital Management379,580$32.29M0.2%+0.6%0.083%
5/15/2025 Brasada Capital Management LP11,148$948K0.2%-2.1%0.002%
5/15/2025 Baird Financial Group Inc.8,218,663$699.16M1.3%+1.8%1.797%
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5/15/2025 Vident Advisory LLC2,465$210K0.0%-55.8%0.001%
5/15/2025 Okabena Investment Services Inc.12,112$1.03M0.3%+1.1%0.003%
5/15/2025 Beck Bode LLC8,936$760K0.1%-18.8%0.002%
5/15/2025 Earnest Partners LLC36,251$3.08M0.0%-55.4%0.008%
5/14/2025 Truvestments Capital LLC1,938$165K0.0%+57.9%0.000%
5/14/2025 CreativeOne Wealth LLC10,793$918K0.0%+5.4%0.002%
5/14/2025 Ieq Capital LLC84,448$7.18M0.1%+10.2%0.018%
5/14/2025 Samalin Investment Counsel LLC36,773$3.13M1.3%+13.8%0.008%
5/14/2025 Full Sail Capital LLC80,855$6.88M0.4%-2.5%0.018%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC352,385$29.97M0.1%-16.0%0.077%
5/14/2025 Comerica Bank544,935$46.36M0.2%+4.0%0.119%
5/14/2025 Synovus Financial Corp1,111,779$94.58M1.2%+7.2%0.243%
5/14/2025 Oliver Luxxe Assets LLC24,458$2.08M0.4%-1.0%0.005%
5/14/2025 Northwestern Mutual Wealth Management Co.1,052,487$89.54M0.1%+3.5%0.230%
5/14/2025 Haverford Trust Co95,708$8.14M0.1%-3.7%0.021%
5/14/2025 Leslie Global Wealth LLC10,449$889K0.4%+5.7%0.002%
5/14/2025 Kestra Advisory Services LLC231,754$19.72M0.1%+19.9%0.051%
5/14/2025 Compound Planning Inc.15,028$1.28M0.1%+49.8%0.003%
5/14/2025 Monetary Management Group Inc.13,055$1.11M0.3%-6.8%0.003%
5/14/2025 Hobbs Group Advisors LLC2,410$205K0.1%N/A0.001%
5/14/2025 Ameriprise Financial Inc.3,392,419$296.96M0.1%-18.3%0.742%
5/14/2025 Guidance Point Advisors LLC3,887$331K0.1%-11.1%0.001%
5/14/2025 CW Advisors LLC33,243$2.83M0.0%+237.4%0.007%
5/14/2025 Summit Financial LLC3,334$284K0.0%N/A0.001%
5/14/2025 Partners Capital Investment Group LLP31,682$2.70M0.0%N/A0.007%
5/14/2025 PGIM Custom Harvest LLC4,298$366K0.0%-13.6%0.001%
5/14/2025 TFB Advisors LLC34,773$2.96M0.9%+6.9%0.008%
5/14/2025 Dorsey & Whitney Trust CO LLC51,526$4.38M0.3%-2.0%0.011%
5/14/2025 GM Advisory Group LLC14,006$1.19M0.1%+2.2%0.003%
5/14/2025 Capital Analysts LLC6,926$589K0.0%+76.6%0.002%
5/14/2025 Level Four Advisory Services LLC57,332$4.88M0.2%-1.1%0.013%
5/14/2025 Vertex Planning Partners LLC9,412$801K0.2%+35.3%0.002%
5/14/2025 Heritage Financial Services LLC3,015$256K0.0%+25.8%0.001%
5/14/2025 Venture Visionary Partners LLC22,752$1.94M0.1%-51.4%0.005%
5/14/2025 Texas Capital Bancshares Inc TX82,962$7.06M3.0%-5.2%0.018%
5/14/2025 Texas Capital Bank Wealth Management Services Inc289,884$24.66M2.5%-18.3%0.063%
5/14/2025 Colonial Trust Advisors4,731$402K0.0%-10.7%0.001%
5/14/2025 M Holdings Securities Inc.11,994$1.02M0.2%+19.2%0.003%
5/14/2025 RWA Wealth Partners LLC83,262$7.08M0.1%-1.6%0.018%
5/13/2025 Northern Trust Corp9,371,071$797.20M0.1%+0.8%2.049%
5/13/2025 Brooklyn Investment Group1,580$134K0.0%N/A0.000%
5/13/2025 Freestone Capital Holdings LLC5,114$435K0.0%+2.8%0.001%
5/13/2025 Steward Partners Investment Advisory LLC480,495$40.88M0.4%+4.9%0.105%
5/13/2025 Knuff & Co LLC16,633$1.42M0.5%+15.0%0.004%
5/13/2025 Raymond James Financial Inc.2,681,003$228.07M0.1%-0.3%0.586%
5/13/2025 Cresset Asset Management LLC159,973$13.61M0.1%-0.3%0.035%
5/13/2025 Forvis Mazars Wealth Advisors LLC20,800$1.77M0.0%-0.8%0.005%
5/13/2025 Boston Family Office LLC16,570$1.41M0.1%-27.2%0.004%
5/13/2025 Nations Financial Group Inc. IA ADV23,574$2.01M0.2%-3.9%0.005%
5/13/2025 American Century Companies Inc.9,520$810K0.0%N/A0.002%
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5/13/2025 FCA Corp TX33,462$2.85M0.9%-4.8%0.007%
5/13/2025 Kovitz Investment Group Partners LLC53,424$4.55M0.0%-5.3%0.012%
5/13/2025 Heck Capital Advisors LLC72,033$6.13M0.7%+0.5%0.016%
5/13/2025 Dagco Inc.26,596$2.26M0.7%-3.6%0.006%
5/13/2025 Russell Investments Group Ltd.12,259$1.04M0.0%+86.1%0.003%
5/13/2025 Rossmore Private Capital80,239$6.83M0.8%-4.2%0.018%
5/13/2025 HighTower Advisors LLC503,853$42.86M0.1%-4.2%0.110%
5/12/2025 Financial Engines Advisors L.L.C.39,593$3.37M0.0%-12.2%0.009%
5/12/2025 Cypress Capital Group16,042$1.37M0.2%-3.7%0.004%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors17,050$1.46M0.1%+95.4%0.004%
(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, 1,425 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($5.60B), Wells Fargo & Company MN ($3.02B), US Bancorp DE ($1.64B), PNC Financial Services Group Inc. ($1.12B), Northern Trust Corp ($797.20M), Baird Financial Group Inc. ($699.16M), and Bank of New York Mellon Corp ($682.12M).Learn more on IWR's institutional investors.

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

Of the 1,163 institutional investors that purchased iShares Russell Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($23.83M), TIAA Trust National Association ($5.70M), Envestnet Portfolio Solutions Inc. ($4.11M), US Bancorp DE ($2.89M), Raymond James Financial Inc. ($2.69M), Natixis Advisors LLC ($2.32M), and GAMMA Investing LLC ($2.21M).

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

Institutional investors have bought a total of 88,932,496 shares in the last 24 months. This purchase volume represents approximately $7.21B in transactions.

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

Of the 870 institutional investors that sold iShares Russell Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($3.90M), US Bancorp DE ($2.53M), Factory Mutual Insurance Co. ($2.08M), PNC Financial Services Group Inc. ($1.49M), Baird Financial Group Inc. ($1.40M), TIAA Trust National Association ($1.39M), and Catalyst Capital Advisors LLC ($943.72K).

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

Institutional investors have sold a total of 39,010,204 shares in the last 24 months. This volume of shares sold represents approximately $3.09B in transactions.


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This page (NYSEARCA:IWR) was last updated on 5/25/2025 by MarketBeat.com Staff
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