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
+$151M
2
UBS Group
UBS Group
Switzerland
+$84.4M
3
Bank of America
Bank of America
North Carolina
+$65.5M
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
-$97.2M
2
Goldman Sachs
Goldman Sachs
New York
-$76.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$63.8M
4
LPL Financial
LPL Financial
California
-$45.6M
5
AssetMark Inc
AssetMark Inc
California
-$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIS
576
Okabena Investment Services
Minnesota
$1.03M – – –
PHIC
577
Pine Haven Investment Counsel
Massachusetts
$1.02M – – –
GS
578
GTS Securities
New York
$1.01M -$1M -11,372 -50%
AFG
579
Argent Financial Group
Louisiana
$1.01M +$1.01M +11,492 New
WPW
580
Waldron Private Wealth
Pennsylvania
$1M +$561K +6,368 +127%
CCWM
581
Cassaday & Co Wealth Management
Virginia
$999K -$19.7K -223 -2%
UBV
582
United Bank (Virginia)
Virginia
$998K – – –
PL
583
Parthenon LLC
Kentucky
$998K – – –
WDL
584
Well Done LLC
Michigan
$990K +$1.23K +14 +0.1%
CTC
585
Central Trust Company
Missouri
$977K -$5.96M -67,590 -86%
CAM
586
Columbia Asset Management
Michigan
$975K – – –
FFB
587
First Financial Bankshares
Texas
$974K – – –
JWM
588
Jupiter Wealth Management
Colorado
$970K – – –
WIA
589
World Investment Advisors
California
$969K +$101K +1,143 +12%
BBHC
590
Brown Brothers Harriman & Co
New York
$965K -$29.4K -333 -3%
UWM
591
USAdvisors Wealth Management
Minnesota
$964K -$24.4K -277 -2%
PFG
592
Pacific Financial Group
Washington
$961K -$49.4K -560 -5%
CIA
593
Capital Investment Advisors
Georgia
$961K +$59.6K +676 +7%
NB
594
NBT Bank
New York
$956K +$441 +5 +0%
CIA
595
Concurrent Investment Advisors
Florida
$953K -$54.1K -614 -5%
FFBTD
596
First Financial Bank - Trust Division
Ohio
$948K -$2.03K -23 -0.2%
PCM
597
Parsons Capital Management
Rhode Island
$942K +$484K +5,496 +106%
HIA
598
Harbor Investment Advisory
Maryland
$941K – – –
ABWM
599
Alpine Bank Wealth Management
Colorado
$939K +$939K +10,649 New
WAG
600
Winthrop Advisory Group
Massachusetts
$927K -$6.96K -79 -0.7%
22 23
24
25 26