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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$95.33 -0.19 (-0.20%)
(As of 11/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Number of
Institutional Buyers
(last 12 months)
679
Total
Institutional Inflows
(last 12 months)
$1.70B
Number of
Institutional Sellers
(last 12 months)
536
Total
Institutional Outflows
(last 12 months)
$1.19B
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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
11/26/2024Peapack Gladstone Financial Corp33,793$2.98M0.0%-2.3%0.008%
11/25/2024 Synovus Financial Corp1,041,917$91.84M1.1%+0.5%0.252%
11/25/2024 World Investment Advisors LLC10,989$969K0.0%+11.6%0.003%
11/25/2024Sanctuary Advisors LLC223,190$21.10M0.1%+4.5%0.054%
11/22/2024 Stock Yards Bank & Trust Co.471,542$41.56M1.3%-0.6%0.114%
11/21/2024 Anchor Investment Management LLC1,168$103K0.0%+20.4%0.000%
11/21/2024 Wealthquest Corp9,666$846K0.1%-9.7%0.002%
11/20/2024 SOA Wealth Advisors LLC.26,929$2.37M0.5%-0.8%0.007%
11/19/2024 M&T Bank Corp509,633$44.92M0.1%-7.6%0.123%
11/18/2024 TD Private Client Wealth LLC43,521$3.84M0.1%-3.4%0.011%
11/18/2024 Asset Allocation Strategies LLC37,871$3.34M1.0%-27.9%0.009%
11/18/2024 Sunbelt Securities Inc.12,618$1.11M0.1%+1.0%0.003%
11/18/2024 Coldstream Capital Management Inc.309,573$27.34M0.6%+3.1%0.075%
11/15/2024 MidWestOne Financial Group Inc.18,727$1.65M0.2%+3.9%0.005%
11/15/2024 Valued Retirements Inc.4,990$440K0.6%N/A0.001%
11/15/2024 Frisch Financial Group Inc.2,412$213K0.1%N/A0.001%
11/15/2024 M&T Bank Corp509,633$44.92M0.1%-7.6%0.123%
11/15/2024 Continuum Advisory LLC12,850$1.18M0.1%+2.7%0.003%
11/15/2024 Y Intercept Hong Kong Ltd14,656$1.29M0.1%N/A0.004%
11/15/2024 MML Investors Services LLC308,520$27.19M0.1%+1.3%0.075%
11/15/2024 Legacy Investment Solutions LLC284$26K0.0%N/A0.000%
11/15/2024 Headinvest LLC3,749$330K0.1%N/A0.001%
11/15/2024 Dunhill Financial LLC2,323$205K0.1%+117.9%0.001%
11/15/2024 Orion Portfolio Solutions LLC27,677$2.44M0.1%+723.7%0.007%
11/15/2024 Zacks Investment Management12,393$1.09M0.0%+8.7%0.003%
11/15/2024 EP Wealth Advisors LLC33,025$2.91M0.0%+27.8%0.008%
11/15/2024 Insigneo Advisory Services LLC7,239$638K0.1%-4.3%0.002%
11/15/2024 Kovitz Investment Group Partners LLC55,021$4.85M0.0%+25.0%0.013%
11/15/2024 Texas Capital Bank Wealth Management Services Inc386,611$34.08M3.4%-6.1%0.094%
11/15/2024 State Street Corp12,200$1.08M0.0%-36.5%0.003%
11/15/2024 Stifel Financial Corp236,202$20.82M0.0%+2.5%0.057%
11/15/2024 SageView Advisory Group LLC16,022$1.41M0.1%-8.4%0.004%
11/15/2024 Miller Investment Management LP231,808$20.43M2.1%-3.5%0.056%
11/15/2024 Morse Asset Management Inc874$77K0.0%N/A0.000%
11/15/2024 IHT Wealth Management LLC43,275$3.85M0.1%-8.5%0.010%
11/15/2024 Integrated Wealth Concepts LLC39,171$3.45M0.0%+5.8%0.009%
11/15/2024 HighTower Advisors LLC502,252$44.27M0.1%-2.5%0.122%
11/15/2024 Hilltop Holdings Inc.33,376$2.94M0.2%+1.9%0.008%
11/15/2024 Arrowroot Family Office LLC8,433$743K0.4%-1.9%0.002%
11/15/2024 Ascent Group LLC4,453$392K0.0%-51.4%0.001%
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11/15/2024 Benjamin Edwards Inc.12,413$1.09M0.0%N/A0.003%
11/15/2024 Alerus Financial NA399,888$35.25M2.6%-4.5%0.097%
11/15/2024 FSA Wealth Management LLC1,711$151K0.1%N/A0.000%
11/14/2024 Acropolis Investment Management LLC60,792$5.36M0.3%+0.8%0.015%
11/14/2024 Kolinsky Wealth Management LLC6,063$534K0.3%+26.5%0.001%
11/14/2024 Flow Traders U.S. LLC44,567$3.93M0.2%+64.5%0.011%
11/14/2024 Captrust Financial Advisors353,047$31.12M0.1%-2.0%0.085%
11/14/2024 Atlantic Union Bankshares Corp741,344$65.34M3.8%-20.6%0.179%
11/14/2024 Rockefeller Capital Management L.P.551,969$48.64M0.1%+1.4%0.134%
11/14/2024 Carl P. Sherr & Co. LLC47,575$4.19M2.2%+4.8%0.012%
11/14/2024 Hantz Financial Services Inc.255,637$22.53M0.4%-5.3%0.062%
11/14/2024 Teachers Insurance & Annuity Association of America2,062$182K0.3%N/A0.000%
11/14/2024 Financial Counselors Inc.39,304$3.46M0.1%+4.2%0.010%
11/14/2024 First Commonwealth Financial Corp PA 8,360$737K0.2%+7.0%0.002%
11/14/2024 CreativeOne Wealth LLC9,396$828K0.0%+163.6%0.002%
11/13/2024 Glenmede Trust Co. NA100,079$8.82M0.0%-7.9%0.024%
11/13/2024 Cynosure Group LLC9,993$881K0.1%-34.7%0.002%
11/13/2024 Townsquare Capital LLC3,823$337K0.0%+27.7%0.001%
11/13/2024 Cadence Bank4,711$415K0.0%N/A0.001%
11/13/2024 Transamerica Financial Advisors Inc.691$61K0.0%-73.0%0.000%
11/13/2024 BNP Paribas Financial Markets196,778$17.34M0.0%-0.1%0.048%
11/13/2024 FMR LLC2,872,877$253.22M0.0%+2.2%0.695%
11/13/2024 D.A. Davidson & CO.302,835$26.69M0.2%-6.0%0.073%
11/13/2024 Bank of Montreal Can934,511$82.25M0.0%+1.7%0.226%
11/13/2024 Associated Banc Corp3,427$302K0.0%+3.8%0.001%
11/13/2024 Private Trust Co. NA26,977$2.38M0.2%+39.6%0.007%
11/13/2024 Hancock Whitney Corp2,371$209K0.0%-46.6%0.001%
11/13/2024 Truvestments Capital LLC1,227$108K0.0%N/A0.000%
11/13/2024 Brown Brothers Harriman & Co.10,949$965K0.0%-3.0%0.003%
11/13/2024 Pacific Financial Group Inc.10,905$961K0.7%-4.9%0.003%
11/13/2024 Davis R M Inc.17,898$1.58M0.0%+11.1%0.004%
11/12/2024 Cahill Financial Advisors Inc.26,565$2.34M0.3%-75.2%0.006%
11/12/2024 Centaurus Financial Inc.3,492$308K0.0%N/A0.001%
11/12/2024 Crewe Advisors LLC3,160$279K0.0%N/A0.001%
11/12/2024 Baltimore Washington Financial Advisors Inc.85,116$7.50M0.4%-0.6%0.021%
11/12/2024 StoneX Group Inc.365,933$32.25M2.8%-12.2%0.089%
11/12/2024 Pitcairn Co.6,312$556K0.0%N/A0.002%
11/12/2024 Canopy Partners LLC77,897$6.87M3.0%-3.6%0.019%
11/12/2024 Kingsview Wealth Management LLC26,767$2.36M0.0%+8.6%0.006%
11/12/2024 Cerity Partners LLC691,132$60.92M0.1%+9.4%0.167%
11/12/2024 Optivise Advisory Services LLC9,940$876K0.5%N/A0.002%
11/12/2024 Great Valley Advisor Group Inc.15,827$1.40M0.0%+3.5%0.004%
11/12/2024 Certified Advisory Corp10,044$885K0.1%-4.3%0.002%
11/12/2024 Flagstar Advisors Inc.42,432$3.74M0.9%-1.4%0.010%
11/12/2024 Meridian Wealth Management LLC20,788$1.83M0.1%N/A0.005%
11/12/2024 Nwam LLC101,777$8.97M0.5%N/A0.025%
11/12/2024 GM Advisory Group LLC13,118$1.16M0.1%+22.6%0.003%
11/12/2024 Asset Management Group Inc.40,782$3.60M0.6%-1.2%0.010%
11/12/2024 Biltmore Family Office LLC7,957$701K0.1%+98.9%0.002%
11/12/2024 Citigroup Inc.61,373$5.41M0.0%-58.6%0.015%
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11/12/2024 Raymond James Trust N.A.114,870$10.13M0.2%+2.3%0.028%
11/12/2024 First County Bank CT4,120$363K0.2%N/A0.001%
11/12/2024 49 Wealth Management LLC4,738$418K0.1%-11.9%0.001%
11/12/2024 Smithfield Trust Co7,603$669K0.0%-1.5%0.002%
11/12/2024 Thompson Siegel & Walmsley LLC7,167$632K0.0%+2.5%0.002%
11/9/2024 LPL Financial LLC2,613,866$230.39M0.1%-16.5%0.633%
11/9/2024 German American Bancorp Inc.916,584$80.79M8.6%+9.2%0.222%
11/9/2024 Cypress Capital Group22,084$1.95M0.2%-12.0%0.005%
11/8/2024 King Luther Capital Management Corp6,936$611K0.0%-12.7%0.002%
11/8/2024 Citizens Financial Group Inc. RI36,882$3.25M0.1%-2.3%0.009%
(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, 1,282 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 ($1.86B), Jones Financial Companies Lllp ($1.59B), PNC Financial Services Group Inc. ($1.19B), Advisor Resource Council ($912.80M), and Northern Trust Corp ($706.85M).Learn more on IWR's institutional investors.

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

Of the 1,050 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: TIAA Trust National Association ($5.70M), Envestnet Portfolio Solutions Inc. ($4.00M), CIBC Private Wealth Group LLC ($2.89M), US Bancorp DE ($2.47M), Pathstone Family Office LLC ($2.04M), Pathstone Holdings LLC ($2.03M), and Factory Mutual Insurance Co. ($1.98M).

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

Institutional investors have bought a total of 59,001,422 shares in the last 24 months. This purchase volume represents approximately $4.33B in transactions.

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

Of the 792 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. ($4.24M), Bank of America Corp DE ($2.68M), Factory Mutual Insurance Co. ($2.38M), PNC Financial Services Group Inc. ($1.42M), Baird Financial Group Inc. ($1.40M), TIAA Trust National Association ($1.20M), and Bank of New York Mellon Corp ($1.07M).

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

Institutional investors have sold a total of 39,138,407 shares in the last 24 months. This volume of shares sold represents approximately $2.93B in transactions.


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This page (NYSEARCA:IWR) was last updated on 11/26/2024 by MarketBeat.com Staff
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