Free Trial
→ China just unlocked Nvidia’s AI chips—what that means for you (From Timothy Sykes) (Ad) Free IWR Stock Alerts

iShares Russell Mid-Cap ETF (IWR) Institutional Ownership

iShares Russell Mid-Cap ETF logo
$92.39 -1.32 (-1.41%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$92.40 +0.00 (+0.01%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
875
Total
Institutional Inflows
(last 12 months)
$4.70B
Number of
Institutional Sellers
(last 12 months)
669
Total
Institutional Outflows
(last 12 months)
$2.12B
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Pettee Investors Inc.2,184$201K0.1%N/A0.000%
8/1/2025 GGM Financials LLC131,832$12.13M2.4%+6.8%0.029%
8/1/2025Integral Investment Advisors Inc.2,706$249K0.1%-28.9%0.001%
8/1/2025First National Trust Co131,059$12.05M0.5%+9.1%0.029%
8/1/2025GWN Securities Inc.8,667$799K0.1%-59.7%0.002%
8/1/2025Rossby Financial LCC872$80K0.0%+137.6%0.000%
8/1/2025Facet Wealth Inc.4,996$468K0.0%+74.7%0.001%
8/1/2025Transcend Capital Advisors LLC8,150$750K0.1%-5.0%0.002%
8/1/2025Bessemer Group Inc.76,065$7.00M0.0%-1.8%0.017%
8/1/2025Koss Olinger Consulting LLC176,176$16.20M1.3%-8.1%0.038%
8/1/2025First Command Advisory Services Inc.366$34K0.0%-40.9%0.000%
8/1/2025Ashton Thomas Private Wealth LLC98,810$9.09M0.3%-32.0%0.021%
8/1/2025American Financial & Tax Strategies Inc.3,653$336K0.2%-3.5%0.001%
8/1/2025Envestnet Asset Management Inc.4,053,740$372.82M0.1%-1.9%0.882%
7/31/2025 Resonant Capital Advisors LLC26,391$2.43M0.2%+1.4%0.006%
7/31/2025 Wealthfront Advisers LLC18,134$1.67M0.0%-17.8%0.004%
7/31/2025 Jordan Park Group LLC19,353$1.78M0.1%-2.1%0.004%
7/31/2025 Guardian Wealth Advisors LLC22,601$2.08M1.2%-17.5%0.005%
7/31/2025 Optimum Investment Advisors10,025$922K0.4%+3.6%0.002%
7/31/2025 Forte Asset Management LLC69,455$6.39M3.3%-4.3%0.015%
7/31/2025 Conservest Capital Advisors Inc.56,013$5.15M0.5%-0.7%0.012%
7/31/2025 Schneider Downs Wealth Management Advisors LP75,142$6.91M1.0%-0.3%0.016%
7/31/2025 Brighton Jones LLC108,225$9.95M0.3%+2.1%0.024%
7/31/2025 Focus Partners Advisor Solutions LLC10,698$984K0.0%-7.5%0.002%
7/31/2025 Curio Wealth LLC8,952$823K0.4%+89,420.0%0.002%
7/31/2025 Mycio Wealth Partners LLC47,015$4.32M1.0%+2.8%0.010%
7/31/2025 Carlton Hofferkamp & Jenks Wealth Management LLC2,136$201K0.1%N/A0.000%
7/31/2025 Glass Jacobson Investment Advisors llc720$66K0.0%+205.1%0.000%
7/31/2025 Sage Mountain Advisors LLC14,756$1.36M0.1%+3,561.5%0.003%
7/31/2025 Washington Trust Advisors Inc.931$86K0.0%-22.1%0.000%
7/31/2025 Lee Danner & Bass Inc.7,924$729K0.1%+2.3%0.002%
7/31/2025 LJI Wealth Management LLC164,069$15.09M2.6%+1.9%0.036%
7/31/2025 Carnegie Investment Counsel6,704$617K0.0%-6.5%0.001%
7/31/2025 Moser Wealth Advisors LLC80,704$7.42M3.6%-4.9%0.018%
7/31/2025 Warburton Capital Management LLC2,272$215K0.1%N/A0.000%
7/31/2025 SoundView Advisors Inc.2,642$242K0.1%N/A0.001%
7/30/2025 First Citizens Bank & Trust Co.164,390$15.12M0.2%+10.0%0.036%
7/30/2025 Bleakley Financial Group LLC78,688$7.24M0.2%+3.7%0.017%
7/30/2025 Strategic Blueprint LLC2,917$268K0.0%+15.8%0.001%
7/30/2025 Principle Wealth Partners LLC2,860$263K0.0%N/A0.001%
One stock to replace Nvidia (Ad)

I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce competitors, dethroning the AI Chip King. But there's a critical component that AI data centers need just as badly as chips. The demand is so massive that a single data center uses enough of it to stretch around the earth eight times. While the media hypes up AI chips, the smart money has found the next big thing. Discover Futurist Eric Fry's "Nvidia-killer" stock ideas.

Click here for complete analysis.
7/30/2025 Sonata Capital Group Inc.184,636$16.98M6.8%-0.1%0.040%
7/30/2025 Caliber Wealth Management LLC KS27,592$2.54M0.3%-12.2%0.006%
7/30/2025 Rehmann Capital Advisory Group8,001$736K0.0%+80.5%0.002%
7/30/2025 Covenant Partners LLC1,367$126K0.0%-9.4%0.000%
7/30/2025 TFB Advisors LLC35,208$3.24M0.8%+1.3%0.008%
7/30/2025 Members Trust Co4,449$409K0.0%N/A0.001%
7/30/2025 Brookstone Capital Management5,907$543K0.0%+29.7%0.001%
7/30/2025 Phillips Financial Management LLC37,514$3.45M0.3%+2.7%0.008%
7/30/2025 Chokshi & Queen Wealth Advisors Inc29,977$2.76M1.6%-1.5%0.007%
7/30/2025 Wedgewood Investors Inc. PA3,485$321K0.4%-5.3%0.001%
7/30/2025 D.A. Davidson & CO.312,578$28.75M0.2%-0.7%0.068%
7/30/2025 Cullen Frost Bankers Inc.50,690$4.66M0.1%+3.6%0.011%
7/30/2025 St. Johns Investment Management Company LLC56,275$5.18M2.4%+2.9%0.012%
7/30/2025 Smith Thornton Advisors LLC48,062$4.42M2.5%+2.2%0.010%
7/30/2025 Fingerlakes Wealth Management Inc.2,189$201K0.2%N/A0.000%
7/30/2025 Advantage Trust Co304$28K0.0%N/A0.000%
7/30/2025 Whittier Trust Co. of Nevada Inc.205,120$18.87M0.4%+0.8%0.045%
7/30/2025 Whittier Trust Co.185,101$17.02M0.2%-2.0%0.040%
7/30/2025 BG Investment Services Inc.23,636$2.20M2.8%-34.4%0.005%
7/30/2025 Mason & Associates LLC11,336$1.04M0.3%-7.0%0.002%
7/30/2025 Clune & Associates LTD.3,104$285K0.1%N/A0.001%
7/30/2025 Klingman & Associates LLC13,897$1.28M0.1%+11.2%0.003%
7/30/2025 Atlantic Edge Private Wealth Management LLC3,757$346K0.1%-17.6%0.001%
7/30/2025 Avidian Wealth Enterprises LLC175,456$16.14M0.7%-1.3%0.038%
7/30/2025 Bogart Wealth LLC850$78K0.0%-49.7%0.000%
7/30/2025 Fairway Wealth LLC18,786$1.73M0.4%+10.5%0.004%
7/30/2025 Crewe Advisors LLC3,549$326K0.0%+8.7%0.001%
7/29/2025 Orin Green Financial LLC67,807$6.24M2.6%-1.8%0.015%
7/29/2025 Members Advisory Group LLC161,855$14.89M5.6%-21.2%0.035%
7/29/2025 Stephens Inc. AR413,792$38.06M0.5%+3.0%0.090%
7/29/2025 Altus Wealth Group LLC6,261$576K0.3%-27.6%0.001%
7/29/2025 Northeast Investment Management4,209$387K0.0%-3.8%0.001%
7/29/2025 Calamos Wealth Management LLC13,888$1.28M0.1%+4.3%0.003%
7/29/2025 Parthenon LLC9,743$896K0.1%-5.6%0.002%
7/29/2025 Chicago Partners Investment Group LLC61,845$5.89M0.2%+11.3%0.013%
7/29/2025 Sigma Investment Counselors Inc.273,859$25.19M1.4%+3.4%0.060%
7/29/2025 Catalyst Capital Advisors LLC732,758$67.39M1.4%-5.4%0.159%
7/29/2025 International Assets Investment Management LLC5,243$482K0.0%-14.1%0.001%
7/29/2025 Swmg LLC16,475$1.56M0.5%+3.1%0.004%
7/29/2025 Signature Estate & Investment Advisors LLC7,927$729K0.0%-9.4%0.002%
7/29/2025 Shelter Mutual Insurance Co4,050$372K0.1%N/A0.001%
7/29/2025 Aspiriant LLC78,908$7.26M0.2%+100.0%0.017%
7/29/2025 Citizens Business Bank645,119$59.33M11.7%+3.0%0.140%
7/29/2025 Kanawha Capital Management LLC9,271$853K0.1%-1.3%0.002%
7/29/2025 Stratos Wealth Partners LTD.198,673$18.27M0.2%-2.9%0.043%
7/29/2025 Stratos Wealth Advisors LLC19,801$1.82M0.1%+2.6%0.004%
7/29/2025 Private Trust Co. NA30,354$2.79M0.3%-1.4%0.007%
7/29/2025 Harbor Asset Planning Inc.9,111$838K0.8%N/A0.002%
7/29/2025 Werba Rubin Papier Wealth Management5,408$497K0.1%N/A0.001%
7/29/2025 Sincerus Advisory LLC67,227$6.41M6.0%+1.3%0.015%
Jeff Bezos Launches "ChatGPT Killer"? (Ad)

Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% of his time focused on AI… but Nova is only part of the story. Behind the scenes, Amazon has been quietly investing in a breakthrough called “Helios” tech—a core enabler of the $40 trillion AI revolution. While Nova grabs headlines, this technology could be what truly transforms Amazon’s future. But one tiny startup—not Amazon—may offer the bigger upside.

Get the name of the small company at the center of the $40 trillion AI boom.
7/28/2025 Stegner Investment Associates Inc.356,643$32.80M20.1%+7.9%0.078%
7/28/2025 Evernest Financial Advisors LLC23,507$2.16M0.7%+47.7%0.005%
7/28/2025 Turtle Creek Wealth Advisors LLC61,923$5.70M0.7%-13.7%0.013%
7/28/2025 Nvest Financial LLC20,339$1.87M1.0%-45.5%0.004%
7/28/2025 Bridges Investment Management Inc.147,810$13.59M0.2%+0.7%0.032%
7/28/2025 Uptick Partners LLC6,288$578K0.2%+62.5%0.001%
7/28/2025 Chesapeake Wealth Management67,126$6.17M2.1%+1.2%0.015%
7/28/2025 Fairman Group LLC2,798$257K0.2%+4.9%0.001%
7/28/2025 IFG Advisors LLC15,049$1.38M0.2%-6.2%0.003%
7/28/2025 Mutual Advisors LLC3,450$329K0.0%+21.4%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, 1,455 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 ($1.28B), 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 1,198 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 53,909,039 shares in the last 24 months. This purchase volume represents approximately $4.70B in transactions.

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

Of the 668 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 ($7.75M), Envestnet Portfolio Solutions Inc. ($3.83M), Natixis Advisors LLC ($824.20K), Ameriprise Financial Inc. ($759.94K), PNC Financial Services Group Inc. ($562.41K), Gilbert & Cook Inc. ($558.41K), and LPL Financial LLC ($517.03K).

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

Institutional investors have sold a total of 23,773,570 shares in the last 24 months. This volume of shares sold represents approximately $2.12B in transactions.


Related Companies

This page (NYSEARCA:IWR) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsored
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsored
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late
134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts...
American Alternative | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored