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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
ECG
826
Edge Capital Group
Georgia
$417K – – –
HCC
827
Hirtle Callaghan & Co
Pennsylvania
$417K – – –
GC
828
Gratus Capital
Georgia
$414K – – –
NRI
829
NFP Retirement Inc
California
$408K +$1.06K +13 +0.3%
WC
830
Weil Company
California
$408K – – –
FPW
831
Flagship Private Wealth
Massachusetts
$408K +$1.06K +13 +0.3%
WPW
832
Waldron Private Wealth
Pennsylvania
$406K -$176K -2,160 -30%
EGA
833
E&G Advisors
Texas
$405K – – –
HA
834
Herold Advisors
New York
$405K – – –
GIA
835
GHP Investment Advisors
Colorado
$405K +$12.9K +158 +3%
VR
836
Valued Retirements
Texas
$405K – – –
AMCA
837
Arthur M. Cohen & Associates
Illinois
$405K +$488 +6 +0.1%
SWM
838
SilverOak Wealth Management
Minnesota
$404K – – –
CWM
839
Castle Wealth Management
Florida
$402K – – –
HPC
840
HM Payson & Co
Maine
$402K – – –
CKAIS
841
Christensen King & Associates Investment Services
Washington
$400K +$6.59K +81 +2%
DWM
842
Dechtman Wealth Management
Colorado
$399K -$185K -2,271 -32%
FFM
843
Flagstone Financial Management
Nebraska
$399K – – –
DPI
844
Diversified Portfolios Inc
Michigan
$399K -$8.14K -100 -2%
PCG
845
Prosperity Consulting Group
Maryland
$397K -$21.1K -259 -5%
TGAM
846
TBH Global Asset Management
Tennessee
$395K -$158K -1,945 -29%
TC
847
Trust Company
Kansas
$394K +$40.8K +501 +12%
BFM
848
Broadview Financial Management
Wisconsin
$393K +$1.06K +13 +0.3%
FFC
849
First Financial Corp
Indiana
$392K – – –
IWP
850
Invenio Wealth Partners
Florida
$392K -$25.8K -317 -6%
32 33
34
35 36

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.