IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,284 hedge funds and large institutions have $29.7B invested in iShares Russell Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 401 increasing their positions, 417 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.57%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.98%
New
111
Increased
401
Reduced
417
Closed
46
Calls
$7.9M
Puts
$2.34M
Net Calls
+$5.56M
Net Calls Change
-$269K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$3.78B
2
UBS Group
UBS Group
Switzerland
$540M
3
Bank of America
Bank of America
North Carolina
$5.22B
4
LLWM
Life Line Wealth Management
California
$34.7M
5
PCP
Proficio Capital Partners
Massachusetts
$32.9M

Top Sellers

1
PFM
Premier Fund Managers
United Kingdom
$0
2
Goldman Sachs
Goldman Sachs
New York
$222M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$83.2M
4
LPL Financial
LPL Financial
California
$230M
5
AssetMark Inc
AssetMark Inc
California
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
SJIM
276
St. Johns Investment Management
Florida
$4.23M -$53.9K -612 -1%
CPSC
277
Carl P. Sherr & Co
Massachusetts
$4.19M +$193K +2,186 +5%
WIC
278
Whitegate Investment Counselors
New Hampshire
$4.09M -$204K -2,310 -5%
SFA
279
Sequoia Financial Advisors
Ohio
$4.07M -$476K -5,405 -10%
MWP
280
MYCIO Wealth Partners
Pennsylvania
$4.02M +$6.08K +69 +0.2%
Fiera Capital (Canada)
281
Fiera Capital (Canada)
Quebec, Canada
$3.99M -$604K -6,849 -13%
FTUS
282
Flow Traders U.S.
New York
$3.93M +$1.54M +17,479 +65%
IWM
283
IHT Wealth Management
Illinois
$3.85M -$355K -3,997 -8%
TPCW
284
TD Private Client Wealth
New York
$3.84M -$134K -1,520 -3%
PS
285
Principal Securities
Iowa
$3.83M -$142K -1,614 -4%
BHBT
286
Burke & Herbert Bank & Trust
Virginia
$3.82M -$9.26K -105 -0.2%
IAN
287
Integrated Advisors Network
Texas
$3.79M -$16.8K -191 -0.4%
DTC
288
Davidson Trust Company
Washington
$3.79M -$9.7K -110 -0.3%
SHWM
289
Smith & Howard Wealth Management
Georgia
$3.77M +$29.4K +333 +0.8%
FA
290
Flagstar Advisors
New York
$3.74M -$54K -613 -1%
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$3.72M +$590K +6,692 +19%
NS
292
NBC Securities
Alabama
$3.71M -$27.1K -307 -0.7%
DIP
293
DT Investment Partners
Pennsylvania
$3.7M -$1.59K -18 -0%
Kovitz Investment Group Partners
294
Kovitz Investment Group Partners
Illinois
$3.69M +$738K +11,000 +25%
NL
295
NVWM LLC
Pennsylvania
$3.69M +$159K +1,807 +5%
LL
296
LPWM LLC
Minnesota
$3.66M +$75.6K +867 +2%
FPCP
297
Fort Point Capital Partners
California
$3.63M -$119K -1,349 -3%
AMG
298
Asset Management Group
Connecticut
$3.59M -$44.8K -508 -1%
QCG
299
Quadrant Capital Group
Ohio
$3.51M -$23.6K -268 -0.7%
FCI
300
Financial Counselors Inc
Kansas
$3.46M +$141K +1,602 +4%
10 11
12
13 14