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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 %
FMTCOCP
751
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$564K – – –
SAS
752
SMI Advisory Services
Indiana
$562K -$4.31K -49 -0.8%
FWIA
753
Fort Washington Investment Advisors
Ohio
$561K – – –
DWP
754
Destiny Wealth Partners
Florida
$561K +$1.76K +20 +0.3%
WWM
755
Western Wealth Management
Colorado
$561K +$4.5K +51 +0.8%
RWM
756
Reston Wealth Management
Virginia
$560K +$2.2K +25 +0.4%
Empower Advisory Group
757
Empower Advisory Group
Colorado
$558K -$76.4K -867 -12%
CWM
758
Cordatus Wealth Management
Pennsylvania
$557K +$2.55K +29 +0.5%
P
759
Pitcairn
Pennsylvania
$556K +$556K +6,312 New
MC
760
Mathes Company
New York
$555K – – –
BSB
761
Bangor Savings Bank
Maine
$553K – – –
SWM
762
Segment Wealth Management
Texas
$551K – – –
NFC
763
Northeast Financial Consultants
Connecticut
$547K – – –
AA
764
Alesco Advisors
New York
$546K – – –
RW
765
REDW Wealth
New Mexico
$546K – – –
VFIC
766
Valley Forge Investment Consultants
Pennsylvania
$546K – – –
ARG
767
Advisory Resource Group
Oklahoma
$544K – – –
WP
768
Westmount Partners
California
$543K – – –
HCM
769
Hollencrest Capital Management
California
$539K – – –
FPAS
770
Focus Partners Advisor Solutions
Missouri
$539K +$8.81K +100 +2%
DFC
771
DBK Financial Counsel
Ohio
$538K – – –
FHA
772
Flagship Harbor Advisors
Massachusetts
$538K +$538K +6,101 New
FFM
773
Forum Financial Management
Illinois
$537K – – –
KWM
774
Kolinsky Wealth Management
New Jersey
$534K +$112K +1,272 +27%
MIM
775
Macroview Investment Management
Maryland
$533K +$45K +510 +9%
29 30
31
32 33