IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.35B
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$135M
3
PFM
3
Premier Fund Managers
United Kingdom
$97.2M
4
CA
4
Clearstead Advisors
Ohio
$63.3M
5
AssetMark Inc
5
AssetMark Inc
California
$39.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$12M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$597M
3
Wells Fargo
3
Wells Fargo
California
$2.71B
4
HNB
4
Huntington National Bank
Ohio
$42M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$143M -$4.21M -51,966 -3%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$135M +$104M +1,286,639 +337%
CB
28
Commerce Bank
Missouri
$129M -$6.99M -86,246 -5%
Mariner
29
Mariner
Kansas
$119M -$229K -2,830 -0.2%
RJA
30
Raymond James & Associates
Florida
$115M -$1.36M -16,802 -1%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$98.9M +$2.15M +26,578 +2%
PFM
32
Premier Fund Managers
United Kingdom
$97.2M +$97.2M +1,200,000 New
FWTB
33
First Western Trust Bank
Colorado
$94.1M -$2.33M -28,730 -2%
GT
34
Glenview Trust
Kentucky
$93.7M +$7.13M +87,905 +8%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$92.9M +$17.3M +212,858 +23%
OC
36
Oakworth Capital
Alabama
$87.5M -$596K -7,346 -0.7%
SF
37
Synovus Financial
Georgia
$84.1M -$795K -9,811 -0.9%
AAS
38
Avantax Advisory Services
Texas
$83.6M -$964K -11,892 -1%
WT
39
Washington Trust
Rhode Island
$81.9M +$83.1K +1,025 +0.1%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$80.7M +$2.01M +24,781 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$80.3M -$10.6M -131,157 -12%
MMA
42
Miracle Mile Advisors
California
$78.3M -$3.23M -39,845 -4%
AUB
43
Atlantic Union Bankshares
Virginia
$75.7M +$553K +6,821 +0.7%
JFG
44
JMG Financial Group
Illinois
$75.7M -$1.21M -14,975 -2%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$75M -$822K -10,132 -1%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$74.6M -$985K -12,132 -1%
AFG
47
Albion Financial Group
Utah
$73.5M -$140K -1,731 -0.2%
GC
48
Gilbert & Cook
Iowa
$73.4M -$1.64M -20,270 -2%
GAB
49
German American Bancorp
Indiana
$68M +$1.06M +13,061 +2%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$66.5M +$2.52M +31,025 +4%
1
2
3 4 5