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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
SWA
801
SFMG Wealth Advisors
Texas
$497K – – –
NB
802
Nicolet Bankshares
Wisconsin
$494K +$3.37K +40 +0.7%
CCP
803
Clarity Capital Partners
California
$491K +$12.6K +150 +3%
RFA
804
Register Financial Advisors
Georgia
$483K +$1.09K +13 +0.2%
BWA
805
Blodgett Wealth Advisors
California
$482K – – –
FCM
806
Fourpath Capital Management
Oklahoma
$482K – – –
M1FG
807
Mach-1 Financial Group
Arkansas
$481K +$23.8K +282 +5%
IWMA
808
Ironwood Wealth Management (Arizona)
Arizona
$481K – – –
JIP
809
Jaffetilchin Investment Partners
Florida
$481K +$2.78K +33 +0.6%
SFC
810
Strategic Financial Concepts
Texas
$481K -$39.1M -464,582 -99%
JPWM
811
Jamison Private Wealth Management
Georgia
$480K – – –
VC
812
Veracity Capital
Georgia
$480K -$14.7K -174 -3%
HCA
813
Harbour Capital Advisors
Virginia
$479K – – –
HCM
814
Howland Capital Management
Massachusetts
$477K +$115K +1,367 +34%
Russell Investments Group
815
Russell Investments Group
United Kingdom
$476K +$67.6K +802 +17%
OMC
816
Old Mission Capital
Illinois
$474K -$448K -5,316 -50%
FNBTCON
817
First National Bank & Trust Co of Newtown
Pennsylvania
$471K – – –
TWA
818
TCI Wealth Advisors
Arizona
$468K – – –
CTA
819
Colonial Trust Advisors
South Carolina
$467K – – –
HFS
820
HBC Financial Services
Washington
$467K – – –
CC
821
Callan Capital
California
$467K +$758 +9 +0.2%
LNB
822
Ledyard National Bank
$466K +$211K +2,500 +90%
CNTOF
823
Canandaigua National Trust of Florida
New York
$464K +$444K +5,264 New
ZF
824
Zhang Financial
Michigan
$464K +$758 +9 +0.2%
EWA
825
Encompass Wealth Advisors
Oregon
$463K – – –
31 32
33
34 35

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.