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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
CAL
926
Capital Analysts LLC
Pennsylvania
$303K +$158 +2 +0.1%
GWMR
927
GC Wealth Management RIA
Massachusetts
$303K – – –
PCM
928
Poehling Capital Management
Wisconsin
$302K +$40.6K +512 +17%
AEPWM
929
Atlantic Edge Private Wealth Management
Florida
$302K – – –
DSN
930
D. Scott Neal
Kentucky
$299K – – –
ATC
931
Adirondack Trust Company
New York
$299K – – –
PIFP
932
Partners in Financial Planning
Virginia
$298K +$555 +7 +0.2%
VFG
933
Victory Financial Group
Texas
$298K – – –
FDCDDQ
934
Federation des caisses Desjardins du Quebec
Quebec, Canada
$298K +$32.1K +405 +13%
MGWM
935
Marks Group Wealth Management
Minnesota
$296K +$713 +9 +0.3%
TDWM
936
Topel & Distasi Wealth Management
California
$295K -$18.9K -238 -6%
PBF
937
Petix & Botte Financial
California
$295K +$278K +3,514 New
CFS
938
CRA Financial Services
New Jersey
$293K -$6.74K -85 -2%
WIA
939
World Investment Advisors
California
$293K -$381K -4,807 -58%
BCAM
940
Boston Common Asset Management
Massachusetts
$290K – – –
BGAI
941
Bruce G. Allen Investments
Colorado
$289K +$713 +9 +0.3%
TRIA
942
Trail Ridge Investment Advisors
Colorado
$289K – – –
VAS
943
Vestmark Advisory Solutions
Massachusetts
$288K -$77.9K -983 -22%
APW
944
Acima Private Wealth
Virginia
$286K – – –
VFPW
945
Vantage Financial Partners (Wisconsin)
Wisconsin
$286K -$9.59K -121 -3%
TIM
946
Tortoise Investment Management
New York
$286K – – –
RTC
947
Riverview Trust Company
Washington
$285K – – –
WW
948
Waterfront Wealth
Kansas
$284K – – –
W
949
WealthCollab
Washington
$283K – – –
EW
950
Enzi Wealth
Texas
$283K -$2.85K -36 -1%
36 37
38
39 40

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.