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MSFT   411.27 (+2.26%)
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GOOGL   144.23 (+1.18%)
AMZN   172.54 (+2.34%)
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NVDA   777.30 (+15.20%)
NIO   5.74 (-3.85%)
AMD   180.03 (+9.58%)
BABA   75.54 (-0.05%)
T   16.62 (-2.24%)
F   12.21 (+0.58%)
MU   85.42 (+4.82%)
CGC   3.44 (+0.00%)
GE   151.22 (+1.44%)
DIS   108.01 (+0.32%)
AMC   4.54 (-0.66%)
PFE   27.23 (-1.59%)
PYPL   57.59 (+0.19%)
XOM   104.44 (-0.39%)
S&P 500   5,062.56 (+1.62%)
DOW   38,883.30 (+0.70%)
QQQ   435.61 (+2.35%)
AAPL   182.97 (+0.36%)
MSFT   411.27 (+2.26%)
META   485.56 (+3.75%)
GOOGL   144.23 (+1.18%)
AMZN   172.54 (+2.34%)
TSLA   193.06 (-0.88%)
NVDA   777.30 (+15.20%)
NIO   5.74 (-3.85%)
AMD   180.03 (+9.58%)
BABA   75.54 (-0.05%)
T   16.62 (-2.24%)
F   12.21 (+0.58%)
MU   85.42 (+4.82%)
CGC   3.44 (+0.00%)
GE   151.22 (+1.44%)
DIS   108.01 (+0.32%)
AMC   4.54 (-0.66%)
PFE   27.23 (-1.59%)
PYPL   57.59 (+0.19%)
XOM   104.44 (-0.39%)
S&P 500   5,062.56 (+1.62%)
DOW   38,883.30 (+0.70%)
QQQ   435.61 (+2.35%)
AAPL   182.97 (+0.36%)
MSFT   411.27 (+2.26%)
META   485.56 (+3.75%)
GOOGL   144.23 (+1.18%)
AMZN   172.54 (+2.34%)
TSLA   193.06 (-0.88%)
NVDA   777.30 (+15.20%)
NIO   5.74 (-3.85%)
AMD   180.03 (+9.58%)
BABA   75.54 (-0.05%)
T   16.62 (-2.24%)
F   12.21 (+0.58%)
MU   85.42 (+4.82%)
CGC   3.44 (+0.00%)
GE   151.22 (+1.44%)
DIS   108.01 (+0.32%)
AMC   4.54 (-0.66%)
PFE   27.23 (-1.59%)
PYPL   57.59 (+0.19%)
XOM   104.44 (-0.39%)

iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

$79.46
+0.58 (+0.74%)
(As of 10:28 AM ET)

Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Number of
Institutional Buyers
(last 12 months)
742
Total
Institutional Inflows
(last 12 months)
$2.82 B
Number of
Institutional Sellers
(last 12 months)
598
Total
Institutional Outflows
(last 12 months)
$2.17 B
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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
2/20/2024Clarity Capital Partners LLC5,544$0.43M0.3%N/A0.001%
2/20/2024Voisard Asset Management Group Inc.2,038$0.16M0.1%N/A0.001%
2/20/2024Covenant Partners LLC2,469$0.19M0.1%-26.0%0.001%
2/16/2024Hobbs Group Advisors LLC1,585$0.12M0.1%N/A0.000%
2/16/2024SageView Advisory Group LLC17,306$1.35M0.0%-7.9%0.004%
2/16/2024Sanibel Captiva Trust Company Inc.7,570$0.59M0.0%N/A0.002%
2/16/2024Harbour Investments Inc.6,818$0.53M0.0%+6.6%0.002%
2/15/2024Mercer Global Advisors Inc. ADV183,699$14.28M0.0%-4.1%0.047%
2/15/2024Westshore Wealth LLC81,526$6.34M2.9%-9.1%0.021%
2/15/2024Venture Visionary Partners LLC23,185$1.80M0.1%-0.6%0.006%
2/15/2024Townsquare Capital LLC3,302$0.26M0.0%N/A0.001%
2/15/2024Front Row Advisors LLC2,094$0.16M0.1%-19.6%0.001%
2/15/2024Cape Cod Five Cents Savings Bank7,001$0.54M0.1%-50.0%0.002%
2/15/2024Moneta Group Investment Advisors LLC105,002$8.16M0.2%+14.5%0.027%
2/15/2024Brick & Kyle Associates26,634$2.07M1.0%-1.4%0.007%
2/15/2024Voya Investment Management LLC147,705$11.48M0.0%+98.4%0.037%
2/15/2024Modera Wealth Management LLC62,346$4.85M0.1%+2.1%0.016%
2/15/2024Nwam LLC44,742$3.48M0.3%+2.2%0.011%
2/15/2024Okabena Investment Services Inc.11,650$0.91M0.4%+9.4%0.003%
2/15/2024Bradley Foster & Sargent Inc. CT161,146$12.53M0.2%-3.7%0.041%
2/15/2024Buckingham Strategic Partners LLC4,122$0.32M0.0%-12.7%0.001%
2/15/2024Buckingham Strategic Wealth LLC137,800$10.71M0.1%-4.7%0.035%
2/15/2024Baird Financial Group Inc.7,802,114$606.46M1.4%+28.3%1.977%
2/15/2024Bragg Financial Advisors Inc9,424$0.73M0.0%-4.0%0.002%
2/15/2024Comerica Bank561,060$43.61M0.2%+5.2%0.142%
2/15/2024Argent Capital Management LLC72,578$5.64M0.2%N/A0.018%
2/14/2024Royal Bank of Canada2,399,354$186.50M0.0%+8.1%0.608%
2/14/2024Pathstone Holdings LLC2,026,197$157.50M0.9%N/A0.513%
2/14/2024Waverly Advisors LLC31,691$2.46M0.1%-1.8%0.008%
2/14/2024Kestra Advisory Services LLC328,014$25.50M0.2%+4.3%0.083%
2/14/2024Vivaldi Capital Management LP15,116$1.17M0.3%+4.0%0.004%
2/14/2024Creative Planning564,962$43.91M0.1%+13.6%0.143%
2/14/2024RMB Capital Management LLC36,500$2.84M0.1%-0.5%0.009%
2/14/2024BOKF NA244,194$18.98M0.4%+36.5%0.062%
2/14/2024Broadview Financial Management LLC4,894$0.38M0.3%-6.7%0.001%
2/14/2024MGO One Seven LLC3,597$0.28M0.0%+12.9%0.001%
2/14/2024Enzi Wealth3,591$0.28M0.1%-36.1%0.001%
2/14/2024Cresset Asset Management LLC130,471$10.14M0.1%-2.0%0.033%
2/14/2024Regal Investment Advisors LLC11,765$0.92M0.1%+33.3%0.003%
2/14/2024XML Financial LLC278,537$21.65M2.3%-0.5%0.071%
2/14/2024Asset Allocation Strategies LLC46,992$3.65M1.4%+56.0%0.012%
2/14/2024Evercore Wealth Management LLC37,866$2.94M0.0%+41.8%0.010%
2/14/2024Connectus Wealth LLC19,514$1.52M0.0%-72.5%0.005%
2/14/2024Personal CFO Solutions LLC2,934$0.23M0.0%-24.1%0.001%
2/14/2024Vermillion & White Wealth Management Group LLC1,376$0.11M0.1%N/A0.000%
2/14/2024Waterloo Capital L.P.49,347$3.84M0.6%N/A0.013%
2/13/2024Envestnet Asset Management Inc.4,592,627$356.99M0.1%+5.2%1.164%
2/13/2024Stephens Inc. AR411,881$32.02M0.6%+3.4%0.104%
2/13/2024First National Bank of Omaha16,262$1.26M0.1%-5.8%0.004%
2/13/2024Northern Trust Corp9,093,647$706.85M0.1%+2.4%2.304%
2/13/2024Cetera Advisor Networks LLC603,951$46.95M0.3%+2.1%0.153%
2/13/2024Oppenheimer & Co. Inc.10,750$0.84M0.0%+3.3%0.003%
2/13/2024Tower Research Capital LLC TRC 17,878$1.39M0.0%+98.5%0.005%
2/13/2024Lake Street Advisors Group LLC13,481$1.05M0.1%-65.3%0.003%
2/13/2024Edge Capital Group LLC4,405$0.34M0.0%N/A0.001%
2/13/2024Goldman Sachs Group Inc.3,235,219$251.47M0.0%-2.4%0.820%
2/13/2024Hirtle Callaghan & Co LLC2,838$0.22M0.0%N/A0.001%
2/13/2024CIBC Private Wealth Group LLC2,320,692$180.39M0.4%+4.1%0.588%
2/13/2024Belpointe Asset Management LLC2,950$0.23M0.0%-20.2%0.001%
2/13/2024Peapack Gladstone Financial Corp35,216$2.74M0.0%-14.0%0.009%
2/13/2024Anson Capital Inc.6,933$0.54M0.9%+6.0%0.002%
2/13/2024Jones Financial Companies Lllp20,399,582$1.59B2.4%+3.5%5.169%
2/13/2024Summit Financial Strategies Inc.28,871$2.24M0.3%+8.9%0.007%
2/12/2024Miller Investment Management LP237,117$18.43M2.6%-0.9%0.060%
2/12/2024Eagle Asset Management Inc.4,920$0.38M0.0%N/A0.001%
2/12/2024Madison Asset Management LLC3,162$0.25M0.0%-8.0%0.001%
2/12/2024Condor Capital Management30,815$2.40M0.3%N/A0.008%
2/12/2024Brown Brothers Harriman & Co.22,438$1.74M0.0%+33.0%0.006%
2/12/2024Chesapeake Wealth Management65,986$5.13M2.0%+1.1%0.017%
2/12/2024Scotia Capital Inc.2,768$0.22M0.0%N/A0.001%
2/12/2024Dorsey & Whitney Trust CO LLC17,464$1.36M0.1%+9.9%0.004%
2/12/2024Goldstein Advisors LLC12,393$0.96M0.2%+122.3%0.003%
2/12/2024Evoke Wealth LLC96,926$7.53M0.2%+5.6%0.025%
2/12/2024StoneX Group Inc.368,234$28.62M3.5%+9.3%0.093%
2/12/2024Catalytic Wealth RIA LLC3,600$0.28M0.1%N/A0.001%
2/12/2024Roundview Capital LLC13,958$1.09M0.1%+2.7%0.004%
2/12/2024Oliver Luxxe Assets LLC25,454$1.98M0.5%+12.4%0.006%
2/12/2024New Republic Capital LLC12,045$0.94M0.7%+11.2%0.003%
2/12/2024Fiduciary Trust Co22,633$1.76M0.0%-10.9%0.006%
2/12/2024Boston Family Office LLC23,838$1.85M0.1%-21.4%0.006%
2/12/2024Olistico Wealth LLC2,858$0.22M0.2%N/A0.001%
2/12/2024Legacy Advisors LLC230,489$17.92M2.3%+28.4%0.058%
2/12/2024Focus Financial Network Inc. ADV241,072$18.74M0.7%N/A0.061%
2/12/2024Stifel Financial Corp232,460$18.07M0.0%+1.3%0.059%
2/12/2024Steward Partners Investment Advisory LLC454,373$35.32M0.5%+2.3%0.115%
2/12/2024Peak Asset Management LLC3,975$0.31M0.1%-24.6%0.001%
2/12/2024Madden Advisory Services Inc.2,735$0.21M0.1%N/A0.001%
2/12/2024Mitchell Sinkler & Starr PA984$76K0.0%N/A0.000%
2/12/2024Parallel Advisors LLC17,066$1.33M0.0%-10.4%0.004%
2/12/2024Hilltop Holdings Inc.48,243$3.75M0.4%+12.8%0.012%
2/12/2024Hsbc Holdings PLC32,612$2.54M0.0%-32.1%0.008%
2/9/2024Nations Financial Group Inc. IA ADV23,911$1.86M0.2%-1.5%0.006%
2/9/2024Johnson Financial Group Inc.66,854$5.20M0.3%-8.8%0.017%
2/9/2024Objectivity Squared LLC3,127$0.24M0.2%N/A0.001%
2/9/2024Congress Wealth Management LLC DE 4,506$0.35M0.0%+18.5%0.001%
2/9/2024Advisory Services Network LLC29,372$2.28M0.1%-8.5%0.007%
2/9/2024ProVise Management Group LLC3,431$0.27M0.0%+11.4%0.001%
2/9/2024Orion Portfolio Solutions LLC61,277$4.72M0.1%N/A0.016%
2/9/2024TBH Global Asset Management LLC6,982$0.54M0.1%-1.9%0.002%
2/9/2024Avantax Planning Partners Inc.3,023$0.24M0.0%-21.3%0.001%
(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, 1,302 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.01B), Wells Fargo & Company MN ($2.69B), US Bancorp DE ($1.65B), Jones Financial Companies Lllp ($1.59B), PNC Financial Services Group Inc. ($1.11B), Northern Trust Corp ($706.85M), and Baird Financial Group Inc. ($606.46M).Learn more on IWR's institutional investors.

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

Of the 1,117 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: Moneta Group Investment Advisors LLC ($30.91M), Jones Financial Companies Lllp ($9.81M), TIAA Trust National Association ($5.70M), Envestnet Portfolio Solutions Inc. ($3.80M), US Bancorp DE ($3.25M), CIBC Private Wealth Group LLC ($3.22M), and Factory Mutual Insurance Co. ($3.11M).

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

Institutional investors have bought a total of 112,077,509 shares in the last 24 months. This purchase volume represents approximately $7.81B in transactions.

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

Of the 825 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: JPMorgan Chase & Co. ($5.65M), Envestnet Asset Management Inc. ($4.26M), Bank of America Corp DE ($2.68M), Wells Fargo & Company MN ($2.65M), PNC Financial Services Group Inc. ($2.31M), Aaron Wealth Advisors LLC ($1.77M), and Baird Financial Group Inc. ($1.40M).

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

Institutional investors have sold a total of 50,276,793 shares in the last 24 months. This volume of shares sold represents approximately $3.58B in transactions.


This page (NYSEARCA:IWR) was last updated on 2/22/2024 by MarketBeat.com Staff