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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
EA
1001
Eclectic Associates
California
$252K – – –
AOWM
1002
Alpha Omega Wealth Management
Virginia
$252K – – –
FIC
1003
Family Investment Center
Missouri
$252K – – –
FAM
1004
Flaharty Asset Management
Florida
$250K -$11.9K -150 -5%
GWM
1005
GSB Wealth Management
Connecticut
$250K – – –
EFN
1006
Equita Financial Network
Pennsylvania
$250K -$131K -1,656 -36%
FWM
1007
Fairhaven Wealth Management
Illinois
$249K – – –
GLA
1008
Good Life Advisors
Pennsylvania
$248K +$4.91K +62 +2%
FBT
1009
First Bank & Trust
South Dakota
$247K – – –
TH
1010
TCTC Holdings
Texas
$247K – – –
RA
1011
RFG Advisory
Alabama
$246K +$396 +5 +0.2%
AF
1012
Apexium Financial
Texas
$246K -$409K -5,167 -64%
FIM
1013
Fernwood Investment Management
Massachusetts
$246K – – –
IAIM
1014
International Assets Investment Management
Florida
$245K -$45.3K -572 -16%
PMG
1015
ProVise Management Group
Florida
$245K -$41K -517 -15%
TC
1016
TAGStone Capital
North Carolina
$245K – – –
TA
1017
TruWealth Advisors
Louisiana
$244K -$8.48K -107 -4%
LNB
1018
Ledyard National Bank
$243K +$20K +253 +10%
HBW
1019
Hazlett, Burt & Watson
West Virginia
$243K +$193K +2,435 +534%
FDDB
1020
Fidelity D&D Bancorp
Pennsylvania
$243K -$77.2K -974 -25%
OW
1021
Olistico Wealth
Oklahoma
$241K +$238 +3 +0.1%
DIP
1022
Davis Investment Partners
North Carolina
$239K – – –
GKIM
1023
GW&K Investment Management
Massachusetts
$238K – – –
FRA
1024
Front Row Advisors
California
$237K +$57.1K +721 +34%
GAA
1025
Global Assets Advisory
Florida
$236K +$1.56M +19,715 New
39 40
41
42 43

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.