iShares Russell Mid-Cap ETF
1,253 hedge funds and large institutions have $27.1B invested in iShares Russell Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 381 increasing their positions, 474 reducing their positions, and 61 closing their positions.
1,171% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $976K
43% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 61
6% more capital invested
Capital invested by funds: $25.6B → $27.1B (+$1.49B)
1% more funds holding
Funds holding: 1,246 → 1,253 (+7)
0% more funds holding in top 10
Funds holding in top 10: 64 → 64 (0)
1.38% less ownership
Funds ownership: 82.38% → 80.99% (-1.4%)
20% less repeat investments, than reductions
Existing positions increased: 381 | Existing positions reduced: 474
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$335M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$84.6M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$52M |
| 4 |
Citigroup
New York
|
+$51.9M |
| 5 |
SNB
Security National Bank
Omaha,
Nebraska
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$545M |
| 2 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$90.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$84.4M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$52M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$51.7M |
IWR Hedge Fund Activity: Q1 2024 in Review
1,253 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2024, worth a combined $27.1B — up 5.8% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new IWR positions and 61 closed out — a net gain of 26 holders — while 381 added to existing stakes and 474 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $335M. The largest seller was Morgan Stanley, cutting an estimated $545M.
- 1,253 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2024, up from 1,246 in Q4 2023.
- Funds reported $27.1B of iShares Russell Mid-Cap ETF stock for Q1 2024, up 5.8% quarter-over-quarter.
- 87 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2024 and 61 closed out, a net change of +26 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2024 was Jones Financial Companies, an estimated $335M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $545M sold.
Based on aggregated 13F filings for Q1 2024.