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iShares Russell Mid-Cap ETF
IWR

1,292 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, 403 increasing their positions, 421 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $7.9M | Put options by funds: $2.34M

141% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $27.5B → $29.7B (+$2.27B)

7.15% more ownership

Funds ownership: 74.1% → 81.25% (+7.1%)

5% more funds holding in top 10

Funds holding in top 10: 66 → 69 (+3)

4% more funds holding

Funds holding: 1,242 → 1,292 (+50)

4% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 421

Holders
1,292
Holders Change
+50
Holders Change %
+4.03%
% of All Funds
18.55%
Holding in Top 10
69
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.55%
% of All Funds
0.99%
New
111
Increased
403
Reduced
421
Closed
46
Calls
$7.9M
Puts
$2.34M
Net Calls
+$5.56M
Net Calls Change
-$269K

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$145M
2
UBS Group
UBS Group
Switzerland
+$80.7M
3
Bank of America
Bank of America
North Carolina
+$62.6M
4
IAIM
International Assets Investment Management
Florida
+$40.1M
5
LLWM
Life Line Wealth Management
California
+$33.1M

Top Sellers

Rank Fund Capital Flow
1
PFM
Premier Fund Managers
United Kingdom
-$97.2M
2
Goldman Sachs
Goldman Sachs
New York
-$73.1M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$61M
4
LPL Financial
LPL Financial
California
-$43.6M
5
AssetMark Inc
AssetMark Inc
California
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
751
JNBA Financial Advisors
Minnesota
$572K -$8.09K -96 -1%
BHWM
752
Bar Harbor Wealth Management
New Hampshire
$568K – – –
QCM
753
QRG Capital Management
Illinois
$566K -$159K -1,890 -23%
FMTCOCP
754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$564K – – –
SAS
755
SMI Advisory Services
Indiana
$562K -$4.13K -49 -0.8%
FWIA
756
Fort Washington Investment Advisors
Ohio
$561K – – –
DWP
757
Destiny Wealth Partners
Florida
$561K +$1.69K +20 +0.3%
WWM
758
Western Wealth Management
Colorado
$561K +$4.3K +51 +0.8%
RWM
759
Reston Wealth Management
Virginia
$560K +$2.11K +25 +0.4%
Empower Advisory Group
760
Empower Advisory Group
Colorado
$558K -$73K -867 -12%
CWM
761
Cordatus Wealth Management
Pennsylvania
$557K +$2.44K +29 +0.5%
P
762
Pitcairn
Pennsylvania
$556K +$532K +6,312 New
MC
763
Mathes Company
New York
$555K – – –
BSB
764
Bangor Savings Bank
Maine
$553K – – –
SWM
765
Segment Wealth Management
Texas
$551K – – –
NFC
766
Northeast Financial Consultants
Connecticut
$547K – – –
AA
767
Alesco Advisors
New York
$546K – – –
RW
768
REDW Wealth
New Mexico
$546K – – –
VFIC
769
Valley Forge Investment Consultants
Pennsylvania
$546K – – –
ARG
770
Advisory Resource Group
Oklahoma
$544K – – –
WP
771
Westmount Partners
California
$543K – – –
HCM
772
Hollencrest Capital Management
California
$539K – – –
FPAS
773
Focus Partners Advisor Solutions
Missouri
$539K +$8.43K +100 +2%
DFC
774
DBK Financial Counsel
Ohio
$538K – – –
FHA
775
Flagship Harbor Advisors
Massachusetts
$538K -$54.9K -651 -10%
29 30
31
32 33

IWR Hedge Fund Activity: Q3 2024 in Review

1,292 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2024, worth a combined $29.7B — up 8.3% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new IWR positions and 46 closed out — a net gain of 65 holders — while 403 added to existing stakes and 421 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $145M. The largest seller was Premier Fund Managers, exiting entirely with an estimated $97.2M sold.

  • 1,292 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2024, up from 1,242 in Q2 2024.
  • Funds reported $29.7B of iShares Russell Mid-Cap ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 111 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2024 and 46 closed out, a net change of +65 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q3 2024 was Jones Financial Companies, an estimated $145M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q3 2024 was Premier Fund Managers, an estimated $97.2M sold.

Based on aggregated 13F filings for Q3 2024.