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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$108.09 -1.50 (-1.37%)
As of 12:47 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
827
Total
Institutional Inflows
(last 12 months)
$3.45B
Number of
Institutional Sellers
(last 12 months)
588
Total
Institutional Outflows
(last 12 months)
$917.31M
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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
10/14/2026First Citizens Bank & Trust Co.152,617$16.29M0.2%N/A0.030%
10/14/2026Focus Financial Network Inc.215,963$23.05M0.7%-0.6%0.042%
10/14/2026My Personal CFO LLC4,760$508K0.2%-12.0%0.001%
10/14/2026Virginia Estate & Retirement Planning Advisors Inc.1,276$136K0.2%+1,624.3%0.000%
10/14/2026Salem Investment Counselors Inc.76,587$8.17M0.2%+3.0%0.015%
10/14/2026Forte Asset Management LLC71,668$7.65M3.1%-1.2%0.014%
10/14/2026Signal Advisors Wealth LLC8,012$855K0.0%N/A0.002%
10/14/2026Copeland Capital Management LLC2,139$228K0.0%-98.9%0.000%
10/14/2026B. Riley Wealth Advisors Inc.19,596$2.09M0.1%N/A0.004%
10/14/2026Affinity Capital Advisors LLC3,556$391K0.0%-4.9%0.001%
10/13/2026Forvis Mazars Wealth Advisors LLC17,331$1.85M0.0%N/A0.003%
10/13/2026First Financial Corp IN5,891$629K0.2%-31.2%0.001%
10/13/2026Courier Capital LLC5,102$544K0.1%N/A0.001%
10/13/2026St. Clair Advisors LLC22,777$2.43M0.6%-3.6%0.004%
10/13/2026First County Bank CT3,281$350K0.2%+5.5%0.001%
10/13/2026Sage Capital Advisors llc17,915$1.91M0.3%+2.1%0.003%
10/13/2026Madson Wealth Advisors Inc2,874$307K0.2%-8.7%0.001%
10/13/2026Sax Wealth Advisors LLC9,928$1.06M0.0%+139.9%0.002%
10/13/2026Avior Wealth Management LLC14,659$1.56M0.0%N/A0.003%
10/13/2026Woodstock Corp154,330$16.47M1.3%-1.2%0.030%
10/13/2026Paller Financial Services Inc32,095$3.43M2.6%+16.2%0.006%
10/10/2026Baron Financial Group LLC84,361$9.00M4.8%+5.8%0.016%
10/10/2026Taylor & Morgan Wealth Management LLC143,205$15.28M8.4%+5.0%0.028%
10/10/2026Marquette Asset Management LLC22,966$2.45M0.3%N/A0.004%
10/10/2026Atlas Brown Inc.14,182$1.51M0.4%-58.8%0.003%
10/10/2026Davidson Trust Co.42,604$4.55M1.8%-7.3%0.008%
10/9/2026RFG Bristol Wealth Advisors LLC29,756$3.18M0.8%-4.2%0.006%
10/9/2026Balefire LLC4,912$524K0.1%-14.6%0.001%
10/9/2026Lawood & Co.5,275$563K0.3%-3.4%0.001%
10/9/2026Chapin Davis Inc.20,472$2.19M0.4%N/A0.004%
10/9/2026Eclectic Associates Inc. ADV3,000$320K0.0%N/A0.001%
10/9/2026Monument Capital Management3,155$337K0.1%-5.4%0.001%
10/9/2026Lee Kelleher & Klein Wealth Management22,936$2.45M1.3%-4.7%0.004%
10/9/2026Diversified Management Inc.7,465$797K0.1%N/A0.001%
10/9/2026Acropolis Investment Management LLC52,476$5.60M0.2%N/A0.010%
10/9/2026GAMMA Investing LLC35,536$3.79M0.1%+9.4%0.007%
10/9/2026Allen Mooney & Barnes Investment Advisors LLC4,906$524K0.1%-13.3%0.001%
10/8/2026Grove Bank & Trust15,240$1.63M0.2%-34.6%0.003%
10/8/2026Farther Finance Advisors LLC42,971$4.59M0.0%+11.6%0.008%
10/8/2026Sapient Capital LLC12,688$1.35M0.0%+1.9%0.002%
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10/8/2026CoreCap Advisors LLC8,091$863K0.0%+36.9%0.002%
10/8/2026Dickmeyer Boyce Financial Management Inc.69,277$7.39M3.4%+1.3%0.013%
10/8/2026YHB Investment Advisors Inc.3,052$326K0.0%N/A0.001%
10/8/2026Titleist Asset Management LLC4,239$452K0.0%N/A0.001%
10/8/2026Apella Capital LLC13,318$1.45M0.0%+37.5%0.003%
10/8/2026Gradient Investments LLC2,024$216K0.0%N/A0.000%
10/8/2026Avidian Wealth Enterprises LLC176,761$18.86M0.5%N/A0.034%
10/8/2026Valeo Financial Advisors LLC288,923$30.83M0.7%+8.1%0.056%
10/7/2026Steph & Co.111,232$11.87M2.9%N/A0.022%
10/7/2026Dominguez Wealth Management Solutions Inc.13,583$1.45M0.8%-1.0%0.003%
10/7/2026Elevation Wealth Partners LLC814$87K0.0%-15.6%0.000%
10/7/2026Canandaigua National Trust Co of Florida5,026$536K0.3%N/A0.001%
10/7/2026Canandaigua National Bank & Trust Co.54,360$5.80M0.5%-8.2%0.011%
10/7/2026Investors Research Corp7,034$751K0.1%-44.4%0.001%
10/7/2026Wealth Enhancement Trust Services Inc.1,434$153K0.0%+71.9%0.000%
10/7/2026North Point Portfolio Managers Corp OH1,381$147K0.0%N/A0.000%
10/7/2026PFW Advisors LLC177,997$18.99M5.7%-1.0%0.035%
10/7/2026SigFig Wealth Management LLC13,652$1.46M0.0%-21.0%0.003%
10/7/2026American National Bank & Trust13,409$1.43M0.1%+51.8%0.003%
10/7/2026Pathway Financial Advisors LLC33,170$3.54M0.4%-0.6%0.006%
10/6/2026Bangor Savings Bank6,270$669K0.1%N/A0.001%
10/6/2026Moody National Bank Trust Division104,565$11.16M0.8%N/A0.020%
10/6/2026Paladin Partners LLC23,637$2.52M1.7%-3.4%0.005%
10/6/2026Colton Groome Financial Advisors LLC2,596$277K0.1%N/A0.001%
10/5/2026Olistico Wealth LLC1,200$128K0.1%-24.8%0.000%
10/5/2026Park National Corp OH5,399$576K0.0%+11.5%0.001%
10/5/2026Horizons Wealth Management1,888$201K0.1%N/A0.000%
10/5/2026Tompkins Financial Corp185,837$19.83M1.4%N/A0.036%
10/5/2026Ferguson Wellman Capital Management Inc.4,885$521K0.0%N/A0.001%
10/5/2026Eastern Bank15,146$1.62M0.0%N/A0.003%
10/5/2026Rockland Trust Co.6,085$649K0.0%N/A0.001%
10/5/2026MassMutual Private Wealth & Trust FSB14,502$1.55M0.0%-5.4%0.003%
10/2/2026 Silverleafe Capital Partners LLC2,640$282K0.1%N/A0.001%
10/1/2026 First Financial Bank Trust Division14,594$1.56M0.1%N/A0.003%
10/1/2026 Roxbury Financial LLC1,006$107K0.1%+12.7%0.000%
10/1/2026 Hickory Point Bank & Trust2,111$225K0.1%+5.8%0.000%
10/1/2026 Montecito Bank & Trust18,706$2.00M0.3%-30.4%0.004%
10/1/2026 Stonebridge Financial Group LLC2,517$269K0.0%-4.0%0.000%
10/1/2026 Coastline Trust Co279,139$29.79M2.8%N/A0.054%
9/23/2026QRG Capital Management Inc.13,469$1.49M0.0%+171.4%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.145,294$16.03M0.1%-7.4%0.029%
9/23/2026Envestnet Asset Management Inc.4,500,690$496.51M0.1%+0.7%0.886%
9/18/2026Security National Bank of Sioux City Iowa IA599$66K0.0%N/A0.000%
9/9/2026Sequoia Financial Advisors LLC42,875$4.73M0.0%-0.7%0.008%
9/9/2026Tidal Investments LLC2,566$283K0.0%N/A0.001%
9/9/2026Cahill Financial Advisors Inc.25,901$2.86M0.3%-4.7%0.005%
9/9/2026MCF Advisors LLC318,059$35.09M1.2%+0.2%0.063%
9/9/2026Capital Analysts LLC7,732$853K0.0%-2.5%0.002%
9/9/2026SVB Wealth LLC22,894$2.53M0.1%-0.5%0.005%
9/9/2026NorthRock Partners LLC680,478$75.07M1.1%-3.9%0.134%
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9/9/2026Integrated Wealth Concepts LLC53,956$5.95M0.0%+25.9%0.011%
9/9/2026RFG Advisory LLC4,326$477K0.0%+44.4%0.001%
9/9/2026NewEdge Advisors LLC282,266$31.14M0.1%+8.3%0.056%
9/9/2026Ehrenkranz Partners L.P.13,326$1.47M0.8%-1.3%0.003%
9/9/2026IFP Advisors Inc13,703$1.51M0.0%+30.3%0.003%
9/9/2026Squarepoint Ops LLC2,855$315K0.0%N/A0.001%
9/9/2026Baird Financial Group Inc.10,660,298$1.18B1.6%+18.8%2.102%
9/9/2026Performa Ltd US LLC1,124,020$124.00M18.6%+465.1%0.222%
9/9/2026Sterling Investment Advisors Ltd.1,818$201K0.0%N/A0.000%
9/8/2026Allworth Financial LP24,695$2.72M0.0%+3.5%0.005%


IWR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,564 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($7.25B), Bank of America Corp DE ($6.41B), Wells Fargo & Company MN ($4.01B), US Bancorp DE ($1.24B), PNC Financial Services Group Inc. ($1.20B), Baird Financial Group Inc. ($1.18B), and Bank of New York Mellon Corp ($1.04B).Learn more on iShares Russell Mid-Cap ETF's 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.

Of the 1,306 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 ($33.06M), Bank of America Corp DE ($4.15M), Bank of New York Mellon Corp ($3.60M), CIBC Bancorp USA Inc. ($2.96M), Raymond James Financial Inc. ($2.93M), Wells Fargo & Company MN ($2.33M), and GAMMA Investing LLC ($2.19M).

Institutional investors have bought a total of 35,212,720 shares in the last 24 months. This purchase volume represents approximately $3.45B in transactions.

Of the 587 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 ($989.52K), Bank of America Corp DE ($693.40K), PNC Financial Services Group Inc. ($564.38K), Miracle Mile Advisors LLC ($515.07K), Northwestern Mutual Wealth Management Co. ($443.90K), Ameriprise Financial Inc. ($386.33K), and BNP Paribas Financial Markets ($384.94K).

Institutional investors have sold a total of 9,440,882 shares in the last 24 months. This volume of shares sold represents approximately $917.31M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IWR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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