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

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$222M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$83.2M
4
LPL Financial
4
LPL Financial
California
$230M
5
AssetMark Inc
5
AssetMark Inc
California
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
301
Integrated Wealth Concepts
Massachusetts
$3.45M +$190K +2,161 +6%
SSB
302
Sandy Spring Bank
Maryland
$3.44M -$68K -772 -2%
SWM
303
Spire Wealth Management
Virginia
$3.44M -$127K -1,446 -4%
WA
304
Waverly Advisors
Alabama
$3.44M -$180K -2,046 -5%
NF
305
Nvest Financial
New Hampshire
$3.41M -$71.2K -808 -2%
BKA
306
Brick & Kyle Associates
Pennsylvania
$3.39M -$10K -114 -0.3%
AAS
307
Asset Allocation Strategies
Michigan
$3.34M -$1.29M -14,620 -28%
CST
308
Charles Schwab Trust
Nevada
$3.3M – – –
HS
309
Horan Securities
United States
$3.29M +$3.04M +34,535 +1,231%
GHAM
310
Gilman Hill Asset Management
Connecticut
$3.28M -$13.2K -150 -0.4%
GFP
311
Gryphon Financial Partners
Ohio
$3.26M +$356K +4,036 +12%
CFG
312
Citizens Financial Group
Rhode Island
$3.25M -$76.2K -865 -2%
PFM
313
Phillips Financial Management
Indiana
$3.25M – – –
GWAM
314
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.22M -$564K -6,402 -15%
D.E. Shaw & Co
315
D.E. Shaw & Co
New York
$3.21M -$1.36M -15,440 -30%
AL
316
Aspiriant LLC
California
$3.21M – – –
LSAG
317
Lake Street Advisors Group
New Hampshire
$3.15M – – –
Prudential Financial
318
Prudential Financial
New Jersey
$3.14M -$31.7K -360 -1%
CB
319
Centennial Bank
Arkansas
$3.14M +$538K +6,101 +21%
ECM
320
Elgethun Capital Management
South Dakota
$3.14M +$1.23K +14 +0%
HCMT
321
Highland Capital Management (Tennessee)
Tennessee
$3.14M -$17.9K -203 -0.6%
HWM
322
HB Wealth Management
Georgia
$3.12M +$19.8K +225 +0.6%
ACA
323
Anchor Capital Advisors
Massachusetts
$3.11M +$97K +1,100 +3%
EWM
324
Evercore Wealth Management
New York
$3.1M -$128K -1,450 -4%
AFC
325
AFT Forsyth & Company
Florida
$3.1M +$705 +8 +0%
11 12
13
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