Who Owns IWR?
iShares Russell Mid-Cap ETF — Institutional Ownership & 13F Holdings
$102.75
-1.01 (-0.98%)
Market Cap
$49.9B
Shares Outstanding
464,195,874
Institutional Holders
1,345
Total Inst. Value
$28.1B
% of Float Held
—
QoQ Holder Change
+561
Institutional data as of Q1 2025
New Positions
358
Closed Positions
106
Increased
351
Decreased
392
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $5.6B | 66,129,912 |
| 2 | BANK OF AMERICA CORP /DE/ | $5.3B | 62,458,385 |
| 3 | WELLS FARGO & COMPANY/MN | $3.3B | 38,267,484 |
| 4 | US BANCORP \DE\ | $1.6B | 19,325,451 |
| 5 | MORGAN STANLEY | $855.9M | 10,061,330 |
| 6 | NORTHERN TRUST CORP | $797.2M | 9,371,071 |
| 7 | Baird Financial Group, Inc. | $699.2M | 8,218,663 |
| 8 | Bank of New York Mellon Corp | $682.1M | 8,018,338 |
| 9 | JPMORGAN CHASE & CO | $579.1M | 6,807,746 |
| 10 | UBS Group AG | $455.2M | 5,350,815 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +3.9M | $5.6B |
| BANK OF AMERICA CORP /DE/ | +828K | $5.3B |
| WELLS FARGO & COMPANY/MN | +4.1M | $3.3B |
| US BANCORP \DE\ | +418K | $1.6B |
| MORGAN STANLEY | +2.1M | $855.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | -760K | $297.0M |
| Strategic Financial Concepts, LLC | -529K | $1.3M |
| LIFE LINE WEALTH MANAGEMENT LLC | -359K | $3.1M |
| PNC FINANCIAL SERVICES GROUP, INC. | -279K | $3.1M |
| ROYAL BANK OF CANADA | -252K | $173.2M |
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Frequently Asked Questions
How many institutional investors hold IWR?
As of Q1 2025, 1345 institutional investors report holding IWR (iShares Russell Mid-Cap ETF) in their 13F filings.
Which hedge fund owns the most IWR?
The largest institutional holder of IWR is JONES FINANCIAL COMPANIES LLLP with $5.6B in shares.
Are institutions buying or selling IWR?
This quarter, 358 institutions opened new positions in IWR and 106 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.