iShares Russell Mid-Cap ETFIWRETF
13F holders, Q1 2025 (March 31)1,376holders −39
77new positions
103sold out
4famous investors
$84.95avg. 13F price*
At the end of Q1 2025, 1,376 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, down 39 from Q4 2024. 77 opened new positions and 103 sold out. The largest holders were Jones Financial Companies LLLP ($5.6B), Bank of America Corp. ($5.3B) and Wells Fargo & Company ($3.3B). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell Mid-Cap ETF
- CUSIP
- 464287499
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $44.8M |
| Exits | 103 | $67.1M |
All 13F filers, Q4 2024 → Q1 2025: 20,157,648 shares bought and 5,325,676 shares sold, net +14,831,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,376 holders
| Jones Financial Companies LLLP | 5.04% | Add +6.9% | 66,497,354 | $5.6B |
| Bank of America Corp. | 0.47% | Add +1.3% | 62,458,385 | $5.3B |
| Wells Fargo & Company | 0.79% | Add +12.0% | 38,267,484 | $3.3B |
| US Bancorp \de | 2.20% | Add +2.2% | 19,325,451 | $1.6B |
| PNC Financial Services Group, Inc. | 0.59% | Reduce -2.1% | 13,157,154 | $1.1B |
| Morgan Stanley | 0.06% | Add +26.1% | 10,061,330 | $855.9M |
| Northern Trust Corp. | 0.12% | Add +0.8% | 9,371,071 | $797.2M |
| Baird Financial Group, Inc. | 1.35% | Add +1.8% | 8,218,663 | $699.2M |
| Bank of New York Mellon Corp | 0.14% | Add +11.7% | 8,018,338 | $682.1M |
| JPMorgan Chase & Co. | 0.04% | Reduce -1.1% | 6,807,746 | $579.1M |
| UBS Group AG | 0.10% | Reduce -0.5% | 5,350,815 | $455.2M |
| Tiaa Trust, National Association | 1.11% | Reduce -1.1% | 4,169,062 | $354.7M |
| Envestnet Portfolio Solutions, Inc. | 1.35% | Add +1.8% | 4,144,232 | $352.5M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -1.4% | 4,132,328 | $351.5M |
| Truist Financial Corp. | 0.56% | Add +10.9% | 4,075,565 | $346.7M |
| AMG National Trust Bank | 9.04% | Reduce -0.3% | 3,788,245 | $322.3M |
| Ameriprise Financial Inc. | 0.08% | Reduce -18.3% | 3,392,419 | $297.0M |
| FMR LLC | 0.02% | Add +4.9% | 3,083,836 | $262.3M |
| LPL Financial LLC | 0.10% | Add +13.3% | 2,992,592 | $254.6M |
| Raymond James Financial Inc. | 0.09% | Reduce -0.3% | 2,681,003 | $228.1M |
| Goldman Sachs Group Inc. | 0.04% | Add +7.2% | 2,608,298 | $221.9M |
| Johnson Investment Counsel Inc. | 2.12% | Add +2.6% | 2,585,438 | $219.9M |
| CIBC Private Wealth Group LLC | 0.43% | Add +15.8% | 2,723,748 | $204.0M |
| Fifth Third Bancorp | 0.69% | Reduce -1.2% | 2,126,770 | $180.9M |
| Royal Bank of Canada | 0.04% | Reduce -11.0% | 2,035,499 | $173.2M |
| Pathstone Holdings, LLC | 0.73% | Reduce -0.8% | 1,977,218 | $168.2M |
| Natixis Advisors, LLC | 0.29% | Add +122.0% | 1,872,952 | $159.3M |
| Mariner, LLC | 0.24% | Add +3.7% | 1,700,229 | $144.6M |
| Keybank National Association | 0.58% | Reduce -1.1% | 1,698,074 | $144.5M |
| Commerce Bank | 0.83% | Reduce -1.4% | 1,523,372 | $129.6M |
| Bank of Montreal | 0.06% | Add +6.9% | 1,328,797 | $113.0M |
| Glenview Trust Co | 2.07% | Add +2.5% | 1,252,223 | $106.5M |
| First Western Trust Bank | 4.79% | Add +6.8% | 1,175,788 | $100.0M |
| Cetera Investment Advisers | 0.19% | Add +7.8% | 1,134,722 | $96.5M |
| Oakworth Capital, Inc. | 6.64% | Add +0.7% | 1,120,519 | $95.3M |
| Mesirow Financial Investment Management, Inc. | 1.85% | Add +103.7% | 1,119,648 | $95.2M |
| Synovus Financial Corp. | 1.22% | Add +7.2% | 1,111,779 | $94.6M |
| Commonwealth Equity Services, LLC | 0.13% | Add +10.6% | 1,104,498 | $94.0M |
| Janney Montgomery Scott LLC | 0.26% | Add +14.6% | 1,058,044 | $90.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.5% | 1,052,487 | $89.5M |
| Avantax Advisory Services, Inc. | 0.52% | Add +0.3% | 1,016,849 | $86.5M |
| Factory Mutual Insurance Co. | 0.97% | No change | 978,700 | $83.3M |
| Lido Advisors, LLC | 0.48% | Add +4.4% | 946,496 | $80.5M |
| German American Bancorp, Inc. | 8.61% | Add +1.3% | 941,973 | $80.1M |
| WASHINGTON TRUST Co | 3.06% | Reduce -3.0% | 938,529 | $79.8M |
| Composition Wealth, LLC | 1.58% | Reduce -0.4% | 927,696 | $78.9M |
| Corient Private Wealth LP | 0.12% | Add +102.9% | 884,422 | $75.2M |
| JMG Financial Group, Ltd. | 2.54% | Reduce -2.5% | 883,878 | $75.2M |
| Albion Financial Group | 5.27% | Reduce -0.0% | 876,117 | $74.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +1.7% | 837,097 | $71.2M |
| UMB Bank, n.a. | 1.15% | Add +16.2% | 816,932 | $69.5M |
| Rockefeller Capital Management L.P. | 0.17% | Add +8.2% | 795,667 | $67.7M |
| Cerity Partners LLC | 0.14% | Add +5.7% | 778,073 | $66.2M |
| Clearstead Advisors, LLC | 1.03% | Reduce -1.0% | 777,189 | $66.1M |
| Millburn Ridgefield LLC | 1.60% | Add +6.8% | 774,720 | $65.9M |
| Catalyst Capital Advisors LLC | 1.35% | Add +6.8% | 774,720 | $65.9M |
| Atlantic Union Bankshares Corp | 3.89% | Reduce -0.6% | 755,115 | $64.2M |
| International City Management Association Retirement Corp | 33.79% | No change | 702,067 | $59.7M |
| Franklin Resources Inc. | 0.02% | Reduce -0.7% | 691,263 | $58.8M |
| Creative Planning | 0.05% | Add +12.8% | 684,541 | $58.2M |
| Badgley Phelps Wealth Managers, LLC | 1.30% | Add +2.4% | 635,070 | $54.0M |
| Citizens Business Bank | 11.56% | Add +18.8% | 626,204 | $53.3M |
| Comerica Bank | 0.19% | Add +4.0% | 544,935 | $46.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -4.2% | 503,853 | $42.9M |
| First Foundation Advisors | 1.74% | Add +0.6% | 500,709 | $42.6M |
| Country Trust Bank | 1.05% | Reduce -13.9% | 491,341 | $41.8M |
| Stock Yards Bank & Trust Co. | 1.48% | Add +2.1% | 488,541 | $41.6M |
| M&T Bank Corp | 0.15% | Reduce -4.3% | 484,698 | $41.2M |
| Steward Partners Investment Advisory, LLC | 0.36% | Add +4.9% | 480,495 | $40.9M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -0.8% | 470,498 | $40.0M |
| Osaic Holdings, Inc. | 0.09% | Add +1.1% | 466,847 | $39.7M |
| Focus Partners Wealth | 0.10% | Reduce -0.4% | 455,955 | $38.8M |
| Dakota Wealth Management | 0.90% | Reduce -2.9% | 451,878 | $38.4M |
| Stephens Inc. | 0.50% | Reduce -12.9% | 401,619 | $34.2M |
| Gilbert & Cook, Inc. | 4.89% | Reduce -14.0% | 396,580 | $33.7M |
| Wealthspire Advisors, LLC | 0.20% | Add +116.4% | 394,998 | $33.6M |
| Alerus Financial NA | 2.67% | Reduce -0.7% | 392,589 | $33.4M |
| River Wealth Advisors LLC | 4.62% | Add +2.0% | 391,021 | $33.3M |
| MAI Capital Management | 0.24% | Add +0.6% | 379,580 | $32.3M |
| Captrust Financial Advisors | 0.08% | Add +6.7% | 374,742 | $31.9M |
| BlackRock, Inc. | 0.00% | Add +26.5% | 374,624 | $31.9M |
| Coastline Trust Co | 3.73% | Add +5.5% | 352,427 | $30.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Reduce -16.0% | 352,385 | $30.0M |
| Stegner Investment Associates Inc. | 19.66% | Add +3.0% | 330,614 | $28.1M |
| Consolidated Investment Group LLC | 4.21% | Reduce -5.8% | 323,140 | $27.5M |
| Brown Advisory Inc. | 0.04% | Add +0.2% | 318,651 | $27.1M |
| MML Investors Services, LLC | 0.09% | Reduce -3.2% | 315,365 | $26.8M |
| D.A. Davidson & Co. | 0.22% | Add +2.9% | 314,807 | $26.8M |
| Thrivent Financial for Lutherans | 0.06% | Add +1.5% | 288,810 | $26.5M |
| Coldstream Capital Management Inc. | 0.55% | Reduce -0.4% | 304,531 | $25.9M |
| Texas Capital Bank Wealth Management Services Inc | 2.49% | Reduce -18.3% | 289,884 | $24.7M |
| Wilmington Savings Fund Society, FSB | 0.45% | Reduce -0.8% | 286,017 | $24.3M |
| Stifel Financial Corp. | 0.03% | Add +5.3% | 276,700 | $23.5M |
| Hantz Financial Services, Inc. | 0.41% | Add +3.1% | 271,420 | $23.1M |
| BNP Paribas Financial Markets | 0.02% | Add +17.1% | 267,037 | $22.7M |
| Sigma Investment Counselors Inc. | 1.38% | Reduce -0.0% | 264,941 | $22.5M |
| XML Financial, LLC | 2.05% | Reduce -5.9% | 257,792 | $21.9M |
| Regions Financial Corp. | 0.16% | Add +3.5% | 252,670 | $21.5M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +11.6% | 246,901 | $21.0M |
| Focus Financial Network, Inc. | 0.84% | Reduce -2.0% | 241,827 | $20.6M |
"% of holder's portfolio" is IWR's weight in each manager's 13F, not the share of iShares Russell Mid-Cap ETF the manager owns.