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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
FCM
776
Fourpath Capital Management
Oklahoma
$465K – – –
CCP
777
Clarity Capital Partners
California
$463K -$3.17K -40 -0.7%
FPB
778
First PREMIER Bank
South Dakota
$461K – – –
RFA
779
Register Financial Advisors
Georgia
$461K +$792 +10 +0.2%
BWA
780
Blodgett Wealth Advisors
California
$460K – – –
CIA
781
Capital Investment Advisors
Georgia
$459K -$32.2K -406 -7%
JPWM
782
Jamison Private Wealth Management
Georgia
$458K +$432K +5,449 New
AO
783
Advisor OS
Illinois
$457K – – –
JIP
784
Jaffetilchin Investment Partners
Florida
$452K +$1.03K +13 +0.2%
MC
785
Moors & Cabot
Massachusetts
$452K – – –
4WM
786
49 Wealth Management
Texas
$451K +$4.2K +53 +1%
FNBTCON
787
First National Bank & Trust Co of Newtown
Pennsylvania
$449K -$61K -770 -13%
CIC
788
Carnegie Investment Counsel
Ohio
$447K -$63.4K -800 -13%
TWA
789
TCI Wealth Advisors
Arizona
$446K -$1.43K -18 -0.3%
CTA
790
Colonial Trust Advisors
South Carolina
$446K -$751K -9,477 -64%
CC
791
Callan Capital
California
$444K +$475 +6 +0.1%
EWA
792
Encompass Wealth Advisors
Oregon
$441K +$9.51K +120 +2%
ZF
793
Zhang Financial
Michigan
$441K +$396 +5 +0.1%
FAIM
794
Financial Advocates Investment Management
Washington
$441K +$35.7K +451 +9%
CWM
795
Campbell Wealth Management
Virginia
$440K +$415K +5,237 New
ST
796
Spinnaker Trust
Maine
$437K +$12K +152 +3%
CFD
797
Creative Financial Designs
Indiana
$436K -$1.51K -19 -0.4%
SCM
798
SOL Capital Management
Maryland
$436K – – –
STA
799
Summit Trail Advisors
New York
$435K +$158 +2 +0%
PCM
800
Parsons Capital Management
Rhode Island
$434K – – –
30 31
32
33 34

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.