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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
RTC
976
Riverview Trust Company
Washington
$267K -$8.14K -100 -3%
ORC
977
O'Rourke & Company
Massachusetts
$267K – – –
EFG
978
Everhart Financial Group
Ohio
$267K – – –
VBWMG
979
Von Berge Wealth Management Group
California
$266K – – –
MIC
980
Meridian Investment Counsel
California
$266K – – –
TVAMP
981
Tennessee Valley Asset Management Partners
Tennessee
$264K +$488 +6 +0.2%
OHWP
982
Oak Harbor Wealth Partners
North Carolina
$264K – – –
LI
983
LVZ Inc
Michigan
$263K – – –
OWA
984
Octavia Wealth Advisors
Ohio
$262K +$13.2K +162 +5%
AG
985
AlTi Global
New York
$261K +$3.5K +43 +1%
HHAA
986
Henry H. Armstrong Associates
Pennsylvania
$260K +$261K +3,205 New
RA
987
RFG Advisory
Alabama
$259K +$21.6K +266 +9%
VDI
988
Vaughan David Investments
Illinois
$259K – – –
EBT
989
Enterprise Bank & Trust
Massachusetts
$259K – – –
CCFM
990
Clear Creek Financial Management
Washington
$258K – – –
RBC
991
Romano Brothers & Co
Illinois
$257K – – –
GIA
992
Guyasuta Investment Advisors
Pennsylvania
$257K – – –
FAM
993
Formidable Asset Management
Ohio
$256K – – –
TAM
994
Townsend Asset Management
North Carolina
$255K +$326 +4 +0.1%
SB
995
Strategic Blueprint
Georgia
$255K – – –
SAI
996
Savvy Advisors Inc
New York
$254K +$3.91K +48 +2%
IP
997
Ignite Planners
California
$254K +$256K +3,146 New
EA
998
Emerald Advisors
Washington
$253K – – –
TW
999
TritonPoint Wealth
Maryland
$252K +$253K +3,110 New
MHIC
1000
Marble Harbor Investment Counsel
Massachusetts
$251K – – –
38 39
40
41 42

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.