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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
FBC
976
Fairfield, Bush & Co
Connecticut
$261K – – –
MHIC
977
Marble Harbor Investment Counsel
Massachusetts
$260K – – –
HCP
978
Holt Capital Partners
Texas
$259K – – –
SAI
979
Savvy Advisors Inc
New York
$259K +$238 +3 +0.1%
BCM
980
Brookstone Capital Management
Illinois
$259K +$36.6K +462 +18%
OWA
981
Octavia Wealth Advisors
Ohio
$259K -$15.1K -191 -6%
KWA
982
Kingswood Wealth Advisors
California
$258K -$7.13K -90 -3%
SAM
983
SignalPoint Asset Management
Missouri
$258K – – –
TCOV
984
Trust Company of Vermont
Vermont
$257K -$93.2K -1,176 -28%
UIA
985
Ulland Investment Advisors
Minnesota
$257K -$19K -240 -7%
OS
986
Objectivity Squared
South Carolina
$257K +$634 +8 +0.3%
GIA
987
Guyasuta Investment Advisors
Pennsylvania
$257K – – –
GOCP
988
Great Oak Capital Partners
Massachusetts
$256K – – –
MLRA
989
Main Line Retirement Advisors
Montana
$256K +$634 +8 +0.3%
HP
990
Hilltop Partners
Indiana
$255K +$317 +4 +0.1%
1IA
991
1834 Investment Advisors
Wisconsin
$255K – – –
WCG
992
Weaver Consulting Group
California
$254K – – –
PSF
993
Pacific Sun Financial
California
$254K – – –
MAG
994
Members Advisory Group
New York
$254K +$239K +3,016 New
S
995
SignatureFD
Georgia
$254K – – –
GGS
996
Galvin Gaustad & Stein
Arizona
$253K – – –
RHP
997
Royal Harbor Partners
Texas
$253K +$5.23K +66 +2%
TC
998
TownSquare Capital
Utah
$253K -$23.2K -293 -9%
ODIJL
999
One Day In July LLC
Vermont
$253K +$1.03K +13 +0.4%
DFA
1000
DHJJ Financial Advisors
Illinois
$252K – – –
38 39
40
41 42

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.