IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,249 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 86 funds opening new positions, 380 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
18.11%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
86
Increased
380
Reduced
473
Closed
61
Calls
$12.4M
Puts
$976K
Net Calls
+$11.4M
Net Calls Change
-$2.65M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.07B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$100M
3
Mariner
3
Mariner
Kansas
$124M
4
Citigroup
4
Citigroup
New York
$62.8M
5
SNB
5
Security National Bank
Nebraska
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$631M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$88.2M
3
Bank of America
3
Bank of America
North Carolina
$4.92B
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$420M
5
Wells Fargo
5
Wells Fargo
California
$2.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
526
Birch Hill Investment Advisors
Massachusetts
$1.18M +$260K +3,092 +28%
FW
527
Fairway Wealth
Ohio
$1.17M +$2.69K +32 +0.2%
RC
528
Roundview Capital
New Jersey
$1.17M – – –
SFA
529
Seneca Financial Advisors
New York
$1.16M +$2.86K +34 +0.2%
1SB
530
1ST Source Bank
Indiana
$1.16M -$11.4K -135 -1%
RDFA
531
Ritter Daniher Financial Advisory
Ohio
$1.16M -$52K -618 -4%
WI
532
Wintrust Investments
Illinois
$1.16M +$736K +8,756 +176%
FA
533
Fiducient Advisors
Illinois
$1.15M +$124K +1,470 +12%
SFC
534
Strategic Financial Concepts
Texas
$1.15M +$322K +3,834 +39%
SCM
535
Saxony Capital Management
Missouri
$1.15M +$182K +2,163 +19%
PPP
536
Private Portfolio Partners
New Jersey
$1.14M -$1.68K -20 -0.1%
BFA
537
Bill Few Associates
Pennsylvania
$1.14M -$14.5K -172 -1%
CBT
538
Central Bank & Trust
Kentucky
$1.14M -$46.3K -551 -4%
PIMG
539
Patriot Investment Management Group
Tennessee
$1.13M – – –
MMG
540
Monetary Management Group
Missouri
$1.12M +$82K +975 +8%
CSPIA
541
Cary Street Partners Investment Advisory
Virginia
$1.12M +$47.3K +562 +4%
FNBOO
542
First National Bank of Omaha
Nebraska
$1.12M -$267K -3,140 -19%
USCWA
543
U.S. Capital Wealth Advisors
Texas
$1.12M +$222K +2,635 +25%
TFGT
544
TS Financial Group (TSFG)
Illinois
$1.11M +$84 +1 +0%
BTI
545
Blue Trust Inc
Georgia
$1.09M -$38.8K -461 -3%
CNAM
546
Campbell Newman Asset Management
Wisconsin
$1.08M – – –
OAM
547
Occidental Asset Management
California
$1.07M -$9.75K -116 -0.9%
VPIM
548
Vanguard Personalized Indexing Management
California
$1.07M -$141K -1,679 -12%
SS
549
Sunbelt Securities
Texas
$1.07M -$191K -2,271 -15%
DAS
550
Dynamic Advisor Solutions
Arizona
$1.07M -$114K -1,352 -10%
20 21
22
23 24