Who Owns iShares Russell Mid-Cap ETF (IWR)?Hedge Fund & Institutional Holders
Institutional Holders
1,345
as of QNaN NaN
Total Institutional Value
$28054.0T
% of Float Held
—
QoQ Change in Holders
+1345 / -0
Price History
IWR — Biggest Institutional Buyers This Quarter
| Fund | Shares Added | Value | % of Portfolio |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLPNew | 66.1M | $5598.3T | 100.00% |
| BANK OF AMERICA CORP /DE/New | 62.5M | $5313.3T | 100.00% |
| WELLS FARGO & COMPANY/MNNew | 38.3M | $3255.4T | 100.00% |
| US BANCORP \DE\New | 19.3M | $1644.0T | 100.00% |
| PNC FINANCIAL SERVICES GROUP, INC.New | 13.2M | $1119.3T | 100.00% |
| MORGAN STANLEYNew | 10.1M | $855.9T | 61.20% |
| NORTHERN TRUST CORPNew | 9.4M | $797.2T | 100.00% |
| Baird Financial Group, Inc.New | 8.2M | $699.2T | 100.00% |
| UBS Group AGNew | 5.4M | $455.2T | 83.68% |
| ENVESTNET ASSET MANAGEMENT INCNew | 4.1M | $351.5T | 100.00% |
| TRUIST FINANCIAL CORPNew | 4.1M | $346.7T | 100.00% |
| AMG National Trust BankNew | 3.8M | $322.3T | 9.00% |
| AMERIPRISE FINANCIAL INCNew | 3.4M | $297.0T | 80.16% |
| LPL Financial LLCNew | 3.0M | $254.6T | 99.00% |
| RAYMOND JAMES FINANCIAL INCNew | 2.7M | $228.1T | 85.85% |
Top Institutional Holders(QNaN NaN)
| # | Fund | Shares | Value | % of Portfolio | QoQ Share Change |
|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 66,129,912 | $5598.3T | 100.00% | New |
| 2 | BANK OF AMERICA CORP /DE/ | 62,458,385 | $5313.3T | 100.00% | New |
| 3 | WELLS FARGO & COMPANY/MN | 38,267,484 | $3255.4T | 100.00% | New |
| 4 | US BANCORP \DE\ | 19,325,451 | $1644.0T | 100.00% | New |
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 13,157,154 | $1119.3T | 100.00% | New |
| 6 | MORGAN STANLEY | 10,061,330 | $855.9T | 61.20% | New |
| 7 | NORTHERN TRUST CORP | 9,371,071 | $797.2T | 100.00% | New |
| 8 | Baird Financial Group, Inc. | 8,218,663 | $699.2T | 100.00% | New |
| 9 | UBS Group AG | 5,350,815 | $455.2T | 83.68% | New |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 4,132,328 | $351.5T | 100.00% | New |
| 11 | TRUIST FINANCIAL CORP | 4,075,565 | $346.7T | 100.00% | New |
| 12 | AMG National Trust Bank | 3,788,245 | $322.3T | 9.00% | New |
| 13 | AMERIPRISE FINANCIAL INC | 3,392,419 | $297.0T | 80.16% | New |
| 14 | LPL Financial LLC | 2,992,592 | $254.6T | 99.00% | New |
| 15 | RAYMOND JAMES FINANCIAL INC | 2,681,003 | $228.1T | 85.85% | New |
| 16 | GOLDMAN SACHS GROUP INC | 2,608,298 | $221.9T | 35.91% | New |
| 17 | JOHNSON INVESTMENT COUNSEL INC | 2,585,438 | $219.9T | 100.00% | New |
| 18 | CIBC Private Wealth Group LLC | 2,723,748 | $204.0T | 100.00% | New |
| 19 | FIFTH THIRD BANCORP | 2,126,770 | $180.9T | 100.00% | New |
| 20 | ROYAL BANK OF CANADA | 2,035,499 | $173.2T | 36.18% | New |
| 21 | Mariner, LLC | 1,700,229 | $144.6T | 100.00% | New |
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | 1,698,074 | $144.5T | 100.00% | New |
| 23 | COMMERCE BANK | 1,523,372 | $129.6T | 100.00% | New |
| 24 | BANK OF MONTREAL /CAN/ | 1,328,797 | $113.0T | 54.93% | New |
| 25 | Glenview Trust Co | 1,221,306 | $108.0T | 100.00% | New |
| 26 | Cetera Investment Advisers | 1,134,722 | $96.5T | 100.00% | New |
| 27 | Oakworth Capital, Inc. | 1,120,519 | $95.3T | 6.64% | New |
| 28 | Mesirow Financial Investment Management, Inc. | 1,119,648 | $95.2T | 100.00% | New |
| 29 | SYNOVUS FINANCIAL CORP | 1,111,779 | $94.6T | 100.00% | New |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 1,104,498 | $94.0T | 100.00% | New |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,052,487 | $89.5T | 73.22% | New |
| 32 | AVANTAX ADVISORY SERVICES, INC. | 1,016,849 | $86.5T | 100.00% | New |
| 33 | FACTORY MUTUAL INSURANCE CO | 978,700 | $83.3T | 100.00% | New |
| 34 | Lido Advisors, LLC | 946,496 | $80.5T | 100.00% | New |
| 35 | GERMAN AMERICAN BANCORP, INC. | 941,973 | $80.1T | 8.61% | New |
| 36 | WASHINGTON TRUST Co | 938,529 | $79.8T | 3.06% | New |
| 37 | Composition Wealth, LLC | 927,696 | $78.9T | 1.58% | New |
| 38 | JMG Financial Group, Ltd. | 883,878 | $75.2T | 2.54% | New |
| 39 | ALBION FINANCIAL GROUP /UT | 876,117 | $74.5T | 5.27% | New |
| 40 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 837,097 | $71.2T | 100.00% | New |
| 41 | UMB Bank, n.a. | 816,932 | $69.5T | 100.00% | New |
| 42 | Rockefeller Capital Management L.P. | 795,667 | $67.7T | 100.00% | New |
| 43 | Cerity Partners LLC | 778,073 | $66.2T | 100.00% | New |
| 44 | Clearstead Advisors, LLC | 777,189 | $66.1T | 100.00% | New |
| 45 | Catalyst Capital Advisors LLC | 774,720 | $65.9T | 1.35% | New |
| 46 | Millburn Ridgefield LLC /DE/ | 774,720 | $65.9T | 1.60% | New |
| 47 | Atlantic Union Bankshares Corp | 755,115 | $64.2T | 3.89% | New |
| 48 | International City Management Association Retirement Corp | 702,067 | $59.7T | 33.79% | New |
| 49 | FRANKLIN RESOURCES INC | 691,263 | $58.8T | 16.92% | New |
| 50 | Creative Planning | 684,541 | $58.2T | 54.75% | New |
Similar Stocks by Institutional Ownership
As of QNaN NaN, 1345 institutional investors hold IWR (iShares Russell Mid-Cap ETF). The largest holder is JONES FINANCIAL COMPANIES LLLP with $5598.3T in shares. This quarter, 1345 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own IWR?
As of QNaN NaN, 1345 institutional investors report holding IWR (iShares Russell Mid-Cap ETF) in their 13F filings.
Who is the largest institutional holder of IWR?
The largest institutional holder of IWR is JONES FINANCIAL COMPANIES LLLP with $5598.3T in shares.
Is institutional ownership of IWR increasing or decreasing?
This quarter, 1345 institutions opened new positions in IWR and 0 closed their positions.