Free Trial

iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$93.15 +0.14 (+0.15%)
As of 04:10 PM Eastern

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)
844
Total
Institutional Inflows
(last 12 months)
$4.77B
Number of
Institutional Sellers
(last 12 months)
640
Total
Institutional Outflows
(last 12 months)
$1.37B
Get IWR Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell Mid-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IWR Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2025St. Clair Advisors LLC22,284$2.05M0.5%-4.8%0.005%
7/7/2025Accelerate Investment Advisors LLC3,003$276K0.2%N/A0.001%
7/7/2025Wesbanco Bank Inc.63,168$5.81M0.2%+5.2%0.014%
7/7/2025Salem Investment Counselors Inc.76,027$6.99M0.2%-0.4%0.017%
7/7/2025Life Line Wealth Management LLC31,980$2.94M1.0%-12.4%0.007%
7/7/2025Taylor & Morgan Wealth Management LLC115,764$10.65M7.2%+0.3%0.025%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC9,633$886K0.5%N/A0.002%
7/2/2025 Crumly & Associates Inc.21,836$2.01M0.5%N/A0.005%
7/2/2025 First Financial Bank Trust Division14,251$1.31M0.1%+34.1%0.003%
7/1/2025 Legacy Wealth Management LLC MS4,281$394K0.1%-60.5%0.001%
6/24/2025Rainier Family Wealth Inc.18,216$1.55M1.8%+24.2%0.004%
6/18/2025Voya Investment Management LLC178,051$15.15M0.0%-6.0%0.039%
5/29/2025Rhumbline Advisers16,418$1.40M0.0%+39.8%0.004%
5/28/2025Jones Financial Companies Lllp66,497,354$5.63B5.0%+6.9%14.620%
5/28/2025Intrua Financial LLC5,292$450K0.1%-19.9%0.001%
5/27/2025Advisors Capital Management LLC10,175$866K0.0%-7.8%0.002%
5/21/2025Geneos Wealth Management Inc.30,372$2.58M0.1%-0.7%0.007%
5/20/2025Fortis Capital Advisors LLC5,448$463K0.1%+3.9%0.001%
5/20/2025Belpointe Asset Management LLC21,598$1.84M0.1%+131.1%0.005%
5/20/2025Focus Partners Wealth455,955$38.79M0.1%-0.3%0.100%
5/20/2025Flaharty Asset Management LLC1,541$131K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.2,619$223K0.0%N/A0.001%
5/20/2025Glenview Trust co1,252,223$106.53M2.1%+2.5%0.274%
5/20/2025Chokshi & Queen Wealth Advisors Inc30,443$2.59M1.6%-5.8%0.007%
5/19/2025Advisory Alpha LLC4,326$368K0.0%-3.5%0.001%
5/19/2025Alaethes Wealth LLC3,818$325K0.1%+41.3%0.001%
5/19/2025SCS Capital Management LLC40,573$3.45M0.0%N/A0.009%
5/16/2025AAF Wealth Management LLC5,369$457K0.2%-18.9%0.001%
5/16/2025Ascent Group LLC13,777$1.17M0.1%+209.4%0.003%
5/16/2025Coppell Advisory Solutions LLC7,470$635K0.1%+2,163.6%0.002%
5/16/2025Great Lakes Advisors LLC23,614$2.01M0.0%-83.6%0.005%
5/16/2025Signature Estate & Investment Advisors LLC8,752$745K0.0%+2.1%0.002%
5/16/2025Ashton Thomas Private Wealth LLC145,348$12.37M0.5%+8.6%0.032%
5/16/2025Goldman Sachs Group Inc.2,608,298$221.89M0.0%+7.2%0.553%
5/16/2025Knightsbridge Asset Management LLC62,269$5.30M1.3%-3.5%0.014%
5/16/2025Jones Financial Companies Lllp66,129,912$5.60B5.1%+6.3%14.463%
5/16/2025Tolleson Wealth Management Inc.70,479$6.00M1.2%-3.9%0.015%
5/16/2025Select Equity Group L.P.11,749$999K0.0%+16.2%0.003%
5/16/2025NewEdge Advisors LLC182,529$15.53M0.1%+3.6%0.040%
5/16/2025Integrated Wealth Concepts LLC42,381$3.61M0.0%+0.5%0.009%
Treasury Secretary Bessent Is Betting Big on Gold (Ad)

When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gold analyst believes Warren Buffett is preparing to follow suit… and he’s identified one gold miner big enough to absorb a portion of Buffett’s $330B cash pile. A key filing could confirm it by August 15th — and early investors may want to act now.

Get the name and ticker in this private gold briefing
5/16/2025Clark Capital Management Group Inc.11,297$961K0.0%+198.5%0.002%
5/16/2025Curi RMB Capital LLC29,290$2.49M0.1%-45.0%0.006%
5/16/2025Brandywine Trust Co.2,667$227K0.0%N/A0.001%
5/16/2025Banque Transatlantique SA850$67K0.0%N/A0.000%
5/16/2025Ancora Advisors LLC20,841$1.77M0.0%-3.5%0.005%
5/15/2025Paragon Private Wealth Management LLC79,226$6.74M3.1%+22.3%0.017%
5/15/2025EP Wealth Advisors LLC38,202$3.25M0.0%+9.4%0.008%
5/15/2025First Manhattan CO. LLC.4,588$390K0.0%+9.5%0.001%
5/15/2025Focus Partners Advisor Solutions LLC11,568$984K0.0%+41.4%0.003%
5/15/2025First Financial Bankshares Inc8,488$722K0.0%-23.2%0.002%
5/15/2025Flputnam Investment Management Co.18,123$1.54M0.0%-3.8%0.004%
5/15/2025Royal Bank of Canada2,035,499$173.16M0.0%-11.0%0.445%
5/15/2025Betterment LLC4,858$413K0.0%+19.5%0.001%
5/15/2025MAI Capital Management379,580$32.29M0.2%+0.6%0.083%
5/15/2025Brasada Capital Management LP11,148$948K0.2%-2.1%0.002%
5/15/2025Baird Financial Group Inc.8,218,663$699.16M1.3%+1.8%1.797%
5/15/2025Vident Advisory LLC2,465$210K0.0%-55.8%0.001%
5/15/2025Okabena Investment Services Inc.12,112$1.03M0.3%+1.1%0.003%
5/15/2025Beck Bode LLC8,936$760K0.1%-18.8%0.002%
5/15/2025Earnest Partners LLC36,251$3.08M0.0%-55.4%0.008%
5/14/2025Truvestments Capital LLC1,938$165K0.0%+57.9%0.000%
5/14/2025CreativeOne Wealth LLC10,793$918K0.0%+5.4%0.002%
5/14/2025Ieq Capital LLC84,448$7.18M0.1%+10.2%0.018%
5/14/2025Samalin Investment Counsel LLC36,773$3.13M1.3%+13.8%0.008%
5/14/2025Full Sail Capital LLC80,855$6.88M0.4%-2.5%0.018%
5/14/2025Kayne Anderson Rudnick Investment Management LLC352,385$29.97M0.1%-16.0%0.077%
5/14/2025Comerica Bank544,935$46.36M0.2%+4.0%0.119%
5/14/2025Synovus Financial Corp1,111,779$94.58M1.2%+7.2%0.243%
5/14/2025Oliver Luxxe Assets LLC24,458$2.08M0.4%-1.0%0.005%
5/14/2025Northwestern Mutual Wealth Management Co.1,052,487$89.54M0.1%+3.5%0.230%
5/14/2025Haverford Trust Co95,708$8.14M0.1%-3.7%0.021%
5/14/2025Leslie Global Wealth LLC10,449$889K0.4%+5.7%0.002%
5/14/2025Kestra Advisory Services LLC231,754$19.72M0.1%+19.9%0.051%
5/14/2025Compound Planning Inc.15,028$1.28M0.1%+49.8%0.003%
5/14/2025Monetary Management Group Inc.13,055$1.11M0.3%-6.8%0.003%
5/14/2025Hobbs Group Advisors LLC2,410$205K0.1%N/A0.001%
5/14/2025Ameriprise Financial Inc.3,392,419$296.96M0.1%-18.3%0.742%
5/14/2025Guidance Point Advisors LLC3,887$331K0.1%-11.1%0.001%
5/14/2025CW Advisors LLC33,243$2.83M0.0%+237.4%0.007%
5/14/2025Summit Financial LLC3,334$284K0.0%N/A0.001%
5/14/2025Partners Capital Investment Group LLP31,682$2.70M0.0%N/A0.007%
5/14/2025PGIM Custom Harvest LLC4,298$366K0.0%-13.6%0.001%
5/14/2025TFB Advisors LLC34,773$2.96M0.9%+6.9%0.008%
5/14/2025Dorsey & Whitney Trust CO LLC51,526$4.38M0.3%-2.0%0.011%
5/14/2025GM Advisory Group LLC14,006$1.19M0.1%+2.2%0.003%
5/14/2025Capital Analysts LLC6,926$589K0.0%+76.6%0.002%
5/14/2025Level Four Advisory Services LLC57,332$4.88M0.2%-1.1%0.013%
5/14/2025Vertex Planning Partners LLC9,412$801K0.2%+35.3%0.002%
5/14/2025Heritage Financial Services LLC3,015$256K0.0%+25.8%0.001%
5/14/2025Venture Visionary Partners LLC22,752$1.94M0.1%-51.4%0.005%
Nobel Prize Material Finally Goes Commercial (Ad)

A Nobel Prize–winning material just got its biggest breakthrough in 30 years. A little-known company has cracked the code to mass-produce it — making this wonder-material cheaper, scalable, and ready for industrial use. Stronger than steel, lighter than aluminum, and more conductive than copper… this could transform everything from energy to aerospace.

See the whole incredible story here >>>
5/14/2025Texas Capital Bancshares Inc TX82,962$7.06M3.0%-5.2%0.018%
5/14/2025Texas Capital Bank Wealth Management Services Inc289,884$24.66M2.5%-18.3%0.063%
5/14/2025Colonial Trust Advisors4,731$402K0.0%-10.7%0.001%
5/14/2025M Holdings Securities Inc.11,994$1.02M0.2%+19.2%0.003%
5/14/2025RWA Wealth Partners LLC83,262$7.08M0.1%-1.6%0.018%
5/13/2025Northern Trust Corp9,371,071$797.20M0.1%+0.8%2.049%
5/13/2025Brooklyn Investment Group1,580$134K0.0%N/A0.000%
5/13/2025Freestone Capital Holdings LLC5,114$435K0.0%+2.8%0.001%
5/13/2025Steward Partners Investment Advisory LLC480,495$40.88M0.4%+4.9%0.105%
5/13/2025Knuff & Co LLC16,633$1.42M0.5%+15.0%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, 1,429 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 ($1.64B), 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 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 1,169 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), 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 55,048,152 shares in the last 24 months. This purchase volume represents approximately $4.78B in transactions.

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

Of the 641 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 ($2.34M), Natixis Advisors LLC ($824.20K), Ameriprise Financial Inc. ($759.94K), Bank of New York Mellon Corp ($702.91K), TIAA Trust National Association ($690.04K), Gilbert & Cook Inc. ($578.68K), and PNC Financial Services Group Inc. ($562.41K).

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

Institutional investors have sold a total of 15,854,223 shares in the last 24 months. This volume of shares sold represents approximately $1.37B in transactions.



This page (NYSEARCA:IWR) was last updated on 7/8/2025 by MarketBeat.com Staff
From Our Partners