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iShares Russell Mid-Cap ETF
IWR

1,242 hedge funds and large institutions have $27.5B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 418 increasing their positions, 416 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more call options, than puts

Call options by funds: $6.96M | Put options by funds: $1.14M

3% more funds holding in top 10

Funds holding in top 10: 64 → 66 (+2)

5% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 79

1% more capital invested

Capital invested by funds: $27.1B → $27.5B (+$374M)

0% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 416

1% less funds holding

Funds holding: 1,253 → 1,242 (-11)

6.89% less ownership

Funds ownership: 80.99% → 74.1% (-6.9%)

Holders
1,242
Holders Change
-11
Holders Change %
-0.88%
% of All Funds
17.94%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
0.95%
New
83
Increased
418
Reduced
416
Closed
79
Calls
$6.96M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.35B
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$105M
3
PFM
Premier Fund Managers
United Kingdom
+$97.7M
4
CA
Clearstead Advisors
Ohio
+$53.4M
5
AssetMark Inc
AssetMark Inc
California
+$39.6M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$48.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$48.3M
3
Wells Fargo
Wells Fargo
California
-$46.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$40.3M
5
FMI
Factory Mutual Insurance
Massachusetts
-$28.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
801
Register Financial Advisors
Georgia
$443K -$814 -10 -0.2%
BWA
802
Blodgett Wealth Advisors
California
$443K – – –
FCM
803
Fourpath Capital Management
Oklahoma
$443K -$5.45K -67 -1%
HFS
804
HBC Financial Services
Washington
$443K – – –
IWMA
805
Ironwood Wealth Management (Arizona)
Arizona
$442K -$13.2K -162 -3%
JPWM
806
Jamison Private Wealth Management
Georgia
$442K – – –
JIP
807
Jaffetilchin Investment Partners
Florida
$440K +$3.66K +45 +0.8%
CCP
808
Clarity Capital Partners
California
$439K -$7.16K -88 -2%
HCA
809
Harbour Capital Advisors
Virginia
$437K -$27.1K -333 -6%
FNBTCON
810
First National Bank & Trust Co of Newtown
Pennsylvania
$433K – – –
4WM
811
49 Wealth Management
Texas
$432K -$2.12K -26 -0.5%
TWA
812
TCI Wealth Advisors
Arizona
$430K – – –
CTA
813
Colonial Trust Advisors
South Carolina
$430K – – –
CC
814
Callan Capital
California
$429K +$407 +5 +0.1%
CIC
815
Carnegie Investment Counsel
Ohio
$428K -$3.17K -39 -0.7%
RIG
816
RiverFront Investment Group
Virginia
$426K +$428K +5,254 New
ZF
817
Zhang Financial
Michigan
$426K +$488 +6 +0.1%
EWA
818
Encompass Wealth Advisors
Oregon
$426K – – –
ST
819
Spinnaker Trust
Maine
$422K – – –
PCM
820
Parsons Capital Management
Rhode Island
$421K +$3.26K +40 +0.8%
M1FG
821
Mach-1 Financial Group
Arkansas
$421K +$31.7K +390 +8%
BWA
822
Bordeaux Wealth Advisors
California
$420K +$5.37K +66 +1%
SCM
823
SOL Capital Management
Maryland
$420K – – –
STA
824
Summit Trail Advisors
New York
$420K +$163 +2 +0%
CFD
825
Creative Financial Designs
Indiana
$418K -$2.85K -35 -0.7%
31 32
33
34 35

IWR Hedge Fund Activity: Q2 2024 in Review

1,242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2024, worth a combined $27.5B — up 1.4% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWR positions and 79 closed out — a net gain of 4 holders — while 418 added to existing stakes and 416 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.35B. The largest seller was Citigroup, cutting an estimated $48.7M.

  • 1,242 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2024, down from 1,253 in Q1 2024.
  • Funds reported $27.5B of iShares Russell Mid-Cap ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 83 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2024 and 79 closed out, a net change of +4 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q2 2024 was Jones Financial Companies, an estimated $1.35B added.
  • The largest iShares Russell Mid-Cap ETF seller in Q2 2024 was Citigroup, an estimated $48.7M sold.

Based on aggregated 13F filings for Q2 2024.