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 %
PAS
676
Park Avenue Securities
New York
$716K -$723K -8,213 -50%
GAA
677
Guardian Asset Advisors
Pennsylvania
$710K -$421K -4,793 -37%
AWG
678
Altus Wealth Group
Colorado
$707K +$60.6K +688 +9%
NEPPG
679
New England Professional Planning Group
Rhode Island
$706K +$64.3K +730 +10%
BFA
680
Bragg Financial Advisors
North Carolina
$706K -$15.2K -172 -2%
FA
681
Fermata Advisors
California
$704K +$121K +1,372 +21%
BFO
682
Biltmore Family Office
North Carolina
$701K +$349K +3,957 +99%
MC
683
Moors & Cabot
Massachusetts
$699K +$163K +1,850 +30%
GFS
684
GYL Financial Synergies
Connecticut
$698K +$161K +1,824 +30%
MLL
685
Moody Lynn & Lieberson
Massachusetts
$696K – – –
DIA
686
Dana Investment Advisors
Wisconsin
$696K -$7.93K -90 -1%
WLPWM
687
Walled Lake Planning & Wealth Management
Illinois
$692K +$35.9K +407 +5%
FFM
688
Flagstone Financial Management
Nebraska
$690K +$256K +2,901 +59%
BFIM
689
Beese Fulmer Investment Management
Ohio
$688K – – –
OSNBOA
690
Old Second National Bank of Aurora
Illinois
$686K – – –
RIG
691
RiverFront Investment Group
Virginia
$681K +$218K +2,478 +47%
SC
692
Sapient Capital
Indiana
$680K – – –
BCM
693
Buckhead Capital Management
Georgia
$679K – – –
BFW
694
Brady Family Wealth
Missouri
$677K – – –
WCM
695
Windsor Capital Management
Arizona
$674K -$4.67K -53 -0.7%
ST
696
Smithfield Trust
Pennsylvania
$669K -$9.86K -112 -1%
SIAS
697
Summit Investment Advisory Services
Minnesota
$663K -$488K -5,538 -42%
FAT
698
First American Trust
California
$661K +$61.4K +697 +10%
GL
699
Graypoint LLC
New York
$660K +$30.9K +350 +5%
BWA
700
BlueSky Wealth Advisors
North Carolina
$659K – – –
26 27
28
29 30