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 %
MCM
651
Mill Capital Management
North Carolina
$769K – – –
GWANC
652
Guardian Wealth Advisors (North Carolina)
North Carolina
$767K – – –
BLC
653
Brown, Lisle/Cummings
Rhode Island
$767K – – –
Tudor Investment Corp
654
Tudor Investment Corp
Connecticut
$766K -$1.58M -17,944 -67%
ACM
655
Advisors Capital Management
New Jersey
$765K -$257K -2,912 -25%
IAG
656
Investment Advisory Group
Massachusetts
$763K +$12.7K +144 +2%
ATS
657
Ashton Thomas Securities
New York
$761K +$761K +8,638 New
PGIM
658
Pacific Global Investment Management
California
$761K – – –
MPWT
659
MassMutual Private Wealth & Trust
Connecticut
$757K -$6.26K -71 -0.8%
SEIA
660
Signature Estate & Investment Advisors
California
$755K +$793 +9 +0.1%
PWS
661
Precision Wealth Strategies
Missouri
$752K – – –
NRG
662
Nemes Rush Group
Michigan
$745K – – –
ESB
663
Essex Savings Bank
Connecticut
$745K -$5.2K -59 -0.7%
AFO
664
Arrowroot Family Office
California
$743K -$14.5K -165 -2%
GWS
665
Glassman Wealth Services
Virginia
$740K – – –
TCA
666
Transcend Capital Advisors
New Jersey
$737K -$65.7K -745 -8%
FCFC
667
First Commonwealth Financial Corp
Pennsylvania
$737K +$48K +545 +7%
RPGK
668
Retirement Planning Group (Kansas)
Kansas
$737K +$441 +5 +0.1%
SCI
669
S&CO Inc
Massachusetts
$735K – – –
BBA
670
BLB&B Advisors
Pennsylvania
$734K +$793 +9 +0.1%
OIA
671
Optimum Investment Advisors
Illinois
$734K +$152K +1,728 +26%
BW
672
BIP Wealth
Georgia
$733K -$15.5K -176 -2%
BFA
673
Beaumont Financial Advisors
Massachusetts
$728K -$99.3K -1,127 -12%
CFFP
674
Center for Financial Planning
Michigan
$727K +$970 +11 +0.1%
PGAM
675
Princeton Global Asset Management
New Jersey
$726K +$672K +7,625 +1,248%
25 26
27
28 29