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iShares Russell Mid-Cap ETF
IWR

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,253
Holders Change
+7
Holders Change %
+0.56%
% of All Funds
18.05%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.92%
New
87
Increased
381
Reduced
474
Closed
61
Calls
$12.4M
Puts
$976K
Net Calls
+$11.4M
Net Calls Change
-$2.65M

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$335M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$84.6M
3
Mariner
Mariner
Kansas
+$52M
4
Citigroup
Citigroup
New York
+$51.9M
5
SNB
Security National Bank
Nebraska
+$27.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$545M
2
FMI
Factory Mutual Insurance
Massachusetts
-$90.4M
3
Bank of America
Bank of America
North Carolina
-$84.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$52M
5
Wells Fargo
Wells Fargo
California
-$51.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
701
Stevens Capital Partners
Nebraska
$593K -$10.9K -137 -2%
GL
702
Graypoint LLC
New York
$592K – – –
CWM
703
Cranbrook Wealth Management
Michigan
$590K – – –
CCFCSB
704
Cape Cod Five Cents Savings Bank
Massachusetts
$589K – – –
AC
705
Anson Capital
Georgia
$583K – – –
TNB
706
Thomasville National Bank
Georgia
$579K – – –
TF
707
Tompkins Financial
New York
$579K – – –
TGAM
708
TBH Global Asset Management
Tennessee
$573K -$12.8K -162 -2%
TSW
709
Thompson Siegel & Walmsley
Virginia
$573K – – –
MA
710
Montag & Associates
Georgia
$572K +$396 +5 +0.1%
LFG
711
Larson Financial Group
Missouri
$566K +$40.4K +510 +8%
WWM
712
Western Wealth Management
Colorado
$563K -$4.83K -61 -0.9%
KCM
713
Kanawha Capital Management
Virginia
$562K – – –
CT
714
Caldwell Trust
Florida
$558K – – –
RWM
715
Reston Wealth Management
Virginia
$557K +$1.27K +16 +0.2%
FA
716
Fermata Advisors
California
$557K +$79 +1 +0%
BA
717
Ballew Advisors
Mississippi
$555K -$50.2K -634 -9%
OPCM
718
Osborne Partners Capital Management
California
$555K – – –
FPAS
719
Focus Partners Advisor Solutions
Missouri
$555K +$196K +2,476 +60%
JFA
720
JNBA Financial Advisors
Minnesota
$554K -$8.32K -105 -2%
BFA
721
Beacon Financial Advisory
Ohio
$548K -$209K -2,632 -29%
PO
722
Private Ocean
California
$545K – – –
BHWM
723
Bar Harbor Wealth Management
New Hampshire
$541K – – –
HI
724
Harbour Investments
Wisconsin
$541K -$30.6K -386 -6%
SEIA
725
Signature Estate & Investment Advisors
California
$540K – – –
27 28
29
30 31

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.