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iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$84.63 -1.43 (-1.66%)
Closing price 03/28/2025 04:10 PM Eastern
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$84.63 0.00 (0.00%)
As of 03/28/2025 06:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Number of
Institutional Buyers
(last 12 months)
782
Total
Institutional Inflows
(last 12 months)
$3.61B
Number of
Institutional Sellers
(last 12 months)
551
Total
Institutional Outflows
(last 12 months)
$1.35B
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IWR Institutional Buying and Selling by Quarter

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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
3/25/2025Life Line Wealth Management LLC395,480$34.96M12.5%+0.5%0.088%
3/19/2025M1 Capital Management LLC4,858$429K0.2%N/A0.001%
3/19/2025Chancellor Financial Group WB LP3,045$269K0.2%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC822,824$72.74M0.1%-0.4%0.188%
3/14/2025Tableaux LLC2,960$262K0.2%N/A0.001%
3/12/2025 Centaurus Financial Inc.4,373$387K0.0%+25.2%0.001%
3/6/2025 Copia Wealth Management580$51K0.0%N/A0.000%
2/27/2025Jefferies Financial Group Inc.4,877$431K0.0%+2.9%0.001%
2/27/2025 ABLE Financial Group LLC39,314$3.48M1.0%-61.8%0.009%
2/26/2025 Advisor Resource Council22,276$1.97M1.4%N/A0.005%
2/25/2025 Heck Capital Advisors LLC71,692$6.34M0.4%N/A0.016%
2/25/2025 B. Riley Wealth Advisors Inc.53,586$4.74M0.2%-15.8%0.012%
2/25/2025 Brick & Kyle Associates38,769$3.43M1.5%+1.0%0.009%
2/25/2025 Integrated Advisors Network LLC42,305$3.74M0.2%-1.7%0.010%
2/25/2025 Chokshi & Queen Wealth Advisors Inc32,303$2.86M1.8%N/A0.007%
2/24/2025 Liberty Square Wealth Partners LLC2,782$257K0.1%N/A0.001%
2/24/2025 Ameriflex Group Inc.2,729$251K0.1%N/A0.001%
2/24/2025 Sunbeam Capital Management LLC12,752$1.13M1.0%N/A0.003%
2/20/2025 Sunbeam Capital Management LLC12,752$1.13M2.4%N/A0.003%
2/19/2025 Orin Green Financial LLC69,872$6.18M2.7%-0.4%0.016%
2/19/2025 Three Cord True Wealth Management LLC3,203$283K0.2%N/A0.001%
2/19/2025 Pinney & Scofield Inc.10,600$937K0.7%N/A0.002%
2/18/2025 Sunbelt Securities Inc.12,354$1.09M0.1%-2.1%0.003%
2/18/2025 AAF Wealth Management LLC6,622$585K0.3%-3.1%0.002%
2/18/2025 Connecticut Wealth Management LLC16,432$1.45M0.1%-1.5%0.004%
2/18/2025 MidWestOne Financial Group Inc.18,191$1.61M0.2%-2.9%0.004%
2/18/2025 Focus Partners Advisor Solutions LLC8,183$723K0.0%+33.7%0.002%
2/18/2025 Kolinsky Wealth Management LLC6,571$581K0.4%+8.4%0.002%
2/18/2025 Ames National Corp61,758$5.46M3.5%N/A0.015%
2/18/2025 NCM Capital Management LLC4,752$420K0.2%+4.4%0.001%
2/18/2025 Mpwm Advisory Solutions LLC766$68K0.0%N/A0.000%
2/17/2025 Waverly Advisors LLC164,341$14.53M0.2%+321.7%0.040%
2/17/2025 Vident Advisory LLC5,572$493K0.0%+130.2%0.001%
2/17/2025 Vivaldi Capital Management LP15,298$1.41M0.2%+2.1%0.004%
2/17/2025 St. Clair Advisors LLC34,811$3.08M0.9%N/A0.008%
2/17/2025 Tolleson Wealth Management Inc.73,356$6.49M1.3%-0.4%0.018%
2/17/2025 Strategic Wealth Partners Ltd.2,247$207K0.0%N/A0.001%
2/17/2025 Select Equity Group L.P.10,108$894K0.0%N/A0.002%
2/17/2025 Snowden Capital Advisors LLC11,008$973K0.0%+20.1%0.003%
2/17/2025 Royal Bank of Canada2,287,454$202.21M0.0%+10.5%0.554%
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2/17/2025 Quantinno Capital Management LP9,657$854K0.0%+5.9%0.002%
2/17/2025 Pathstone Holdings LLC1,992,444$176.13M0.8%-0.2%0.482%
2/17/2025 NorthRock Partners LLC30,723$2.72M0.1%+449.7%0.007%
2/17/2025 Obsidian Personal Planning Solutions LLC5,585$514K0.2%N/A0.001%
2/17/2025 Millennium Management LLC4,693$415K0.0%N/A0.001%
2/17/2025 London Co. of Virginia10,031$887K0.0%N/A0.002%
2/17/2025Jefferies Financial Group Inc.4,877$431K0.0%+2.9%0.001%
2/17/2025 KKM Financial LLC30,374$2.79M1.2%N/A0.007%
2/17/2025 Ground Swell Capital LLC5,921$523K0.8%N/A0.001%
2/17/2025 Focus Partners Wealth457,498$40.45M0.1%+12.1%0.111%
2/17/2025 Full Sail Capital LLC82,894$7.33M0.5%-5.8%0.020%
2/17/2025 Elyxium Wealth LLC25,470$2.25M1.4%+14.6%0.006%
2/17/2025 First Manhattan CO. LLC.4,189$370K0.0%+20.2%0.001%
2/17/2025 Fiduciary Trust Co21,885$1.94M0.0%-3.7%0.005%
2/17/2025 Clark Capital Management Group Inc.3,785$335K0.0%N/A0.001%
2/17/2025 Citizens Business Bank626,515$55.38M10.5%-1.0%0.152%
2/17/2025 Deutsche Bank AG4,765$421K0.0%-20.5%0.001%
2/17/2025 D. E. Shaw & Co. Inc.17,846$1.58M0.0%-51.0%0.004%
2/17/2025 EP Wealth Advisors LLC34,906$3.09M0.0%+5.7%0.008%
2/17/2025 CoreCap Advisors LLC4,861$430K0.0%-3.7%0.001%
2/17/2025 Covenant Partners LLC1,758$155K0.0%-17.9%0.000%
2/17/2025 Cresset Asset Management LLC160,500$14.19M0.1%-14.9%0.039%
2/17/2025 Cambridge Investment Research Advisors Inc.474,190$41.92M0.1%+2.2%0.115%
2/17/2025 Cetera Investment Advisers1,052,246$93.02M0.2%-11.9%0.255%
2/17/2025 BOKF NA191,209$16.76M0.3%+9.4%0.046%
2/17/2025 Cahill Financial Advisors Inc.26,888$2.38M0.3%+1.2%0.007%
2/17/2025 Captrust Financial Advisors351,295$31.05M0.1%-0.5%0.085%
2/17/2025 Cary Street Partners Financial LLC14,925$1.32M0.0%N/A0.004%
2/17/2025 Brown Advisory Inc.317,993$28.11M0.0%+3.9%0.077%
2/17/2025 Baird Financial Group Inc.8,076,087$713.93M1.4%+0.8%1.955%
2/17/2025 Baker Avenue Asset Management LP4,031$356K0.0%-8.7%0.001%
2/17/2025 Baldwin Investment Management LLC8,532$754K0.1%N/A0.002%
2/17/2025 Beck Bode LLC11,009$973K0.2%-28.1%0.003%
2/17/2025 Bearing Point Capital LLC6,409$567K0.1%N/A0.002%
2/17/2025 BNP Paribas Financial Markets228,038$20.16M0.0%+15.9%0.055%
2/17/2025 Ameriprise Financial Inc.4,152,355$366.34M0.1%+4.7%1.005%
2/17/2025 Aptus Capital Advisors LLC71,322$6.31M0.1%-1.1%0.017%
2/17/2025 Aristotle Capital Boston LLC1,731$153K0.0%-88.7%0.000%
2/17/2025 Arrowroot Family Office LLC10,073$890K0.5%+19.4%0.002%
2/17/2025 Asset Management Group Inc.40,256$3.56M0.6%-1.3%0.010%
2/14/2025 Gallagher Fiduciary Advisors LLC2,711$240K0.0%N/A0.001%
2/14/2025 Mercer Global Advisors Inc. ADV198,410$17.54M0.0%+4.5%0.048%
2/14/2025 FAS Wealth Partners Inc.29,834$2.64M0.2%-1.9%0.007%
2/14/2025 Wise Wealth Partners3,511$310K0.8%N/A0.001%
2/14/2025 Rehmann Capital Advisory Group5,398$477K0.0%+23.2%0.001%
2/14/2025 Triumph Capital Management59,120$5.23M1.8%-0.7%0.014%
2/14/2025 WealthCollab LLC1,954$173K0.1%-41.9%0.000%
2/14/2025 Comerica Bank523,747$46.30M0.2%-1.3%0.127%
2/14/2025 Lido Advisors LLC906,836$80.16M0.4%+561.9%0.220%
2/14/2025 Northern Trust Corp9,295,433$821.72M0.1%+1.1%2.250%
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2/14/2025 Beacon Pointe Advisors LLC221,322$19.57M0.2%-9.3%0.054%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.3,033$268K0.2%N/A0.001%
2/14/2025 Earnest Partners LLC81,227$7.18M0.0%+523.5%0.020%
2/14/2025 Leslie Global Wealth LLC9,881$874K0.4%-4.5%0.002%
2/14/2025 Bolthouse Investments LLC5,919$523K0.5%N/A0.001%
2/14/2025 Johnson Financial Group Inc.52,152$4.80M0.2%-16.2%0.013%
2/14/2025 Coldstream Capital Management Inc.305,824$27.04M0.6%-1.2%0.074%
2/14/2025 Capital Analysts LLC3,922$346K0.0%+11.8%0.001%
2/14/2025 Knightsbridge Asset Management LLC64,500$5.70M1.3%+3.3%0.016%
2/14/2025 Two Sigma Securities LLC15,266$1.35M0.2%+1.3%0.004%
(Data available from 1/1/2016 forward)

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IWR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWR shares?

During the previous two years, 1,387 institutional investors and hedge funds held shares of iShares Russell Mid-Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($5.50B), Bank of America Corp DE ($4.01B), Wells Fargo & Company MN ($3.02B), US Bancorp DE ($1.67B), PNC Financial Services Group Inc. ($1.19B), Northern Trust Corp ($821.72M), and Baird Financial Group Inc. ($713.93M).Learn more on IWR's institutional investors.

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

Of the 1,144 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 ($19.91M), TIAA Trust National Association ($5.70M), Envestnet Portfolio Solutions Inc. ($4.04M), Raymond James Financial Inc. ($2.69M), US Bancorp DE ($2.47M), Pathstone Family Office LLC ($2.04M), and Pathstone Holdings LLC ($2.03M).

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

Institutional investors have bought a total of 78,943,743 shares in the last 24 months. This purchase volume represents approximately $6.32B in transactions.

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

Of the 817 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. ($4.29M), Bank of America Corp DE ($2.68M), US Bancorp DE ($2.59M), Factory Mutual Insurance Co. ($2.38M), Baird Financial Group Inc. ($1.40M), TIAA Trust National Association ($1.34M), and PNC Financial Services Group Inc. ($1.21M).

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

Institutional investors have sold a total of 41,908,078 shares in the last 24 months. This volume of shares sold represents approximately $3.23B in transactions.


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This page (NYSEARCA:IWR) was last updated on 3/29/2025 by MarketBeat.com Staff
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