iShares Russell Mid-Cap ETF

IWR • ARCA

iShares Russell Mid-Cap ETF is an exchange-traded fund on ARCA. As of Q3 2025, 1,398 institutional investors hold shares in this ETF, with total holdings valued at $37.1B. JONES FINANCIAL COMPANIES LLLP is the largest holder with a position valued at $7.2B.

Overview

Overview of institutional ownership in IWR as of Q3 2025

All Institutions

Institutions: 1,398
Value Held: $37.1B
Shares Held: 384.2M
Avg Position: $26.5M
Median Position: $797.8K

Hedge Funds

Hedge Funds: 13
Value Held: $84.1M
Shares Held: 871.6K
Avg Position: $6.5M
Median Position: $1.3M

Biggest Investors

Institutions with the largest positions in IWR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
J JONES FINANCIAL COMPANIES LLLP Institution	-	$7.2B 4.94% of portfolio	75.3M shares	≤ Q2 2013 Held for 12y 5m+	$146.70B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$6.0B 0.45% of portfolio	62.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$3.9B 0.80% of portfolio	40.2M shares	Q4 2013 Held for 11y 11m	$488.61B
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$1.3B 1.56% of portfolio	13.6M shares	≤ Q2 2013 Held for 12y 5m+	$84.3B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$1.2B 0.75% of portfolio	12.7M shares	≤ Q2 2013 Held for 12y 5m+	$164.83B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$998.1M 0.06% of portfolio	10.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Bank of New York Mellon Corp Institution	Robin Vince CEO	$967.7M 0.17% of portfolio	10.0M shares	Q1 2013 Held for 12y 8m	$556.34B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$946.6M 0.12% of portfolio	9.8M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
Baird Financial Group, Inc. Private Equity	Paul Lee Schultz General Counsel	$816.7M 1.32% of portfolio	8.5M shares	Q2 2015 Held for 10y 5m	$62.0B
R ROYAL BANK OF CANADA Institution	-	$676.5M 0.12% of portfolio	7.0M shares	≤ Q2 2013 Held for 12y 5m+	$542.04B

Net Capital Flow

Institutional buying and selling activity for IWR in Q3 2025

Net Flow: +$1.0B
Buyers: 468
Sellers: 518
Total Bought: +$1.5B
Total Sold: −$483.7M
Avg Position: $26.6M

Biggest Buyers

Institution	Net Bought	Current Position
J JONES FINANCIAL COMPANIES LLLP Institution	+$541.8M +5.6M shares	$7.2B 75.3M shares
BANK OF AMERICA CORP /DE/ Institution	+$155.7M +1.6M shares	$6.0B 62.4M shares
WELLS FARGO & COMPANY/MN Institution	+$102.3M +1.1M shares	$3.9B 40.2M shares
Cetera Investment Advisers RIA/Wealth	+$100.3M +1.0M shares	$210.0M 2.2M shares
R ROYAL BANK OF CANADA Institution	+$78.6M +814.0K shares	$676.5M 7.0M shares
UBS Group AG Institution	+$61.0M +632.2K shares	$581.2M 6.0M shares
NorthRock Partners, LLC RIA/Wealth	+$47.8M +495.3K shares	$51.5M 533.5K shares
P Proficio Capital Partners LLC Family Office	+$40.4M +418.5K shares	$41.2M 426.8K shares
Baird Financial Group, Inc. Private Equity	+$23.5M +243.4K shares	$816.7M 8.5M shares
BB&T CORP Institution	+$23.1M +239.5K shares	$405.0M 4.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
GOLDMAN SACHS GROUP INC Institution	−$59.6M −616.8K shares	$192.8M 2.0M shares
Miracle Mile Advisors, LLC RIA/Wealth	−$49.7M −515.1K shares	$48.9M 506.8K shares
AMERIPRISE FINANCIAL INC Institution	−$37.3M −386.3K shares	$304.1M 3.2M shares
MORGAN STANLEY RIA/Wealth	−$28.0M −290.2K shares	$998.1M 10.3M shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$26.9M −278.8K shares	$1.3B 13.6M shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	−$22.4M −231.7K shares	$322.1M 3.3M shares
F FACTORY MUTUAL INSURANCE CO Institution	−$21.2M −220.0K shares	$73.3M 758.7K shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$17.7M −192.6K shares	Sold Off 0 shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	−$14.5M −150.4K shares	$1.2B 12.7M shares
F Fund Evaluation Group, LLC Institution	−$11.7M −120.9K shares	$2.8M 29.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IWR in Q3 2025

New Positions: 46
New Value: $21.0M
Exited Positions: 67
Exited Value: $60.8M

New Positions

Institution	Position Value
T TABR Capital Management, LLC RIA/Wealth	$6.4M 66.4K shares
HORAN Wealth, LLC RIA/Wealth	$2.0M 21.1K shares
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Fund of Funds	$1.2M 12.2K shares
BECKER CAPITAL MANAGEMENT INC RIA/Wealth	$1.2M 12.1K shares
P PATTEN & PATTEN INC/TN Institution	$907.6K 9.4K shares
Circle Wealth Management, LLC RIA/Wealth	$892.1K 9.2K shares
Kelman-Lazarov, Inc. RIA/Wealth	$703.2K 7.3K shares
Traveka Wealth, LLC RIA/Wealth	$532.5K 5.5K shares
T Torrey Growth & Income Advisors RIA/Wealth	$526.3K 5.5K shares
Sonoma Allocations LLC RIA/Wealth	$465.9K 4.9K shares

Exited Positions

Institution	Previous Position
L Laurel Wealth Advisors LLC RIA/Wealth	$17.7M 192.6K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$10.9M 118.3K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$5.4M 58.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.1M 55.7K shares
H HSBC HOLDINGS PLC Institution	$2.6M 28.0K shares
H HRT FINANCIAL LLC Institution	$2.0M 21.3K shares
T TWO SIGMA SECURITIES, LLC Institution	$1.5M 16.4K shares
Knuff & Co LLC Hedge Fund•Event Driven	$1.2M 13.4K shares
Prossimo Advisors, LLC Family Office	$1.0M 11.1K shares
Optivise Advisory Services LLC RIA/Wealth	$914.2K 9.9K shares

Options Activity

Institutions with the largest Call and Put options positions in IWR as of Q3 2025

Call Positions: 4
Call Value: $16.2M
Put Positions: 6
Put Value: $1.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$11.5M 1.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.6M 267.0 contracts
J JANE STREET GROUP, LLC Institution	$1.7M 175.0 contracts
W WOLVERINE TRADING, LLC Institution	$366.6K 38.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$869.0K 90.0 contracts
BANK OF AMERICA CORP /DE/ Institution	$318.6K 33.0 contracts
UBS Group AG Institution	$96.6K 10.0 contracts
Smith & Howard Wealth Management, LLC RIA/Wealth	$27.9K 3.0 contracts
W WOLVERINE TRADING, LLC Institution	- - contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with IWR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
I International City Management Association Retirement Corp Institution	-	34.62% $67.8M	702.1K shares	Q4 2022 Held for 2y 11m	$195.8M
Stegner Investment Associates Inc. RIA/Wealth	Elizabeth Stegner Peabody CEO	21.28% $38.8M	402.0K shares	Q3 2020 Held for 5y 2m	$182.4M
F Fox Financial, Inc Institution	-	12.09% $15.2M	157.4K shares	Q4 2023 Held for 1y 11m	$125.7M
C Citizens Business Bank Pension/Endowment	William Michael Tremko CEO	10.50% $62.9M	651.6K shares	Q1 2014 Held for 11y 8m	$599.2M
CCG WEALTH MANAGEMENT, LLC RIA/Wealth	Christopher Edward Osmond CIO	10.37% $22.0M	227.5K shares	Q3 2023 Held for 2y 2m	$211.9M
P PRAIRIEVIEW WEALTH PARTNERS, LLC Fund of Funds	Timothy Allen Regan CEO	9.47% $10.1M	104.5K shares	Q4 2023 Held for 1y 11m	$106.4M
A AMG National Trust Bank Institution	-	8.94% $366.7M	3.8M shares	≤ Q2 2013 Held for 12y 5m+	$4.1B
GERMAN AMERICAN BANCORP, INC. Institution	D. Neil Dauby CEO	8.23% $93.1M	964.2K shares	Q2 2018 Held for 7y 5m	$1.1B
C Campion Asset Management RIA/Wealth	Terence Edmund Burns President	7.03% $9.9M	102.6K shares	Q1 2021 Held for 4y 8m	$140.9M
SONATA CAPITAL GROUP INC RIA/Wealth	Timothy Ross Cummins Managing Partner	7.00% $17.8M	184.3K shares	Q4 2014 Held for 10y 11m	$254.2M

Hedge Fund Spotlight

Discover hedge funds investing in IWR

GABLES CAPITAL MANAGEMENT INC.

Hedge Fund • Long/Short

Portfolio ManagerJudith Cohen Neiwirth

Portfolio Value: $233.4M
Positions: 457
Last Reported: Q3 2025

Sector Allocation

Position in iShares Russell Mid-Cap ETF

Market Value: $18.3K
Shares Held: 190.0
Portfolio Weight: 0.01%
Owned Since: 2020-Q1

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$20.6M	8.84%
2 Apple AAPL	Consumer Electronics Technology	$14.7M	6.30%
3 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$13.4M	5.74%