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iShares Russell Mid-Cap ETF
IWR

1,292 hedge funds and large institutions have $29.7B invested in iShares Russell Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 403 increasing their positions, 421 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $7.9M | Put options by funds: $2.34M

141% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $27.5B → $29.7B (+$2.27B)

7.15% more ownership

Funds ownership: 74.1% → 81.25% (+7.1%)

5% more funds holding in top 10

Funds holding in top 10: 66 → 69 (+3)

4% more funds holding

Funds holding: 1,242 → 1,292 (+50)

4% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 421

Holders
1,292
Holders Change
+50
Holders Change %
+4.03%
% of All Funds
18.55%
Holding in Top 10
69
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.55%
% of All Funds
0.99%
New
111
Increased
403
Reduced
421
Closed
46
Calls
$7.9M
Puts
$2.34M
Net Calls
+$5.56M
Net Calls Change
-$269K

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$145M
2
UBS Group
UBS Group
Switzerland
+$80.7M
3
Bank of America
Bank of America
North Carolina
+$62.6M
4
IAIM
International Assets Investment Management
Florida
+$40.1M
5
LLWM
Life Line Wealth Management
California
+$33.1M

Top Sellers

Rank Fund Capital Flow
1
PFM
Premier Fund Managers
United Kingdom
-$97.2M
2
Goldman Sachs
Goldman Sachs
New York
-$73.1M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$61M
4
LPL Financial
LPL Financial
California
-$43.6M
5
AssetMark Inc
AssetMark Inc
California
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1001
Strategic Blueprint
Georgia
$277K – – –
SAI
1002
Savvy Advisors Inc
New York
$277K +$590 +7 +0.2%
HHAA
1003
Henry H. Armstrong Associates
Pennsylvania
$276K -$6.32K -75 -2%
OS
1004
Objectivity Squared
South Carolina
$276K +$1.18K +14 +0.4%
MHIC
1005
Marble Harbor Investment Counsel
Massachusetts
$273K – – –
HIS
1006
Horizon Investment Services
Indiana
$273K +$261K +3,093 New
HCP
1007
Holt Capital Partners
Texas
$272K – – –
PAM
1008
Peak Asset Management
Colorado
$271K – – –
AFP
1009
Ausdal Financial Partners
Iowa
$271K +$259K +3,075 New
MLRA
1010
Main Line Retirement Advisors
Montana
$270K +$1.09K +13 +0.4%
SAM
1011
SignalPoint Asset Management
Missouri
$270K – – –
KWA
1012
Kingswood Wealth Advisors
California
$268K -$49.5K -588 -16%
GOCP
1013
Great Oak Capital Partners
Massachusetts
$268K – – –
TW
1014
TritonPoint Wealth
Maryland
$268K -$5.9K -70 -2%
UIA
1015
Ulland Investment Advisors
Minnesota
$267K – – –
1IA
1016
1834 Investment Advisors
Wisconsin
$267K – – –
KJHP
1017
K.J. Harrison & Partners
Ontario, Canada
$267K +$252K +2,988 New
WCG
1018
Weaver Consulting Group
California
$267K – – –
TA
1019
TPG Advisors
Illinois
$266K – – –
DFA
1020
DHJJ Financial Advisors
Illinois
$264K – – –
EA
1021
Eclectic Associates
California
$264K – – –
SC
1022
Scotia Capital
Ontario, Canada
$264K +$20K +237 +9%
AWA
1023
Arete Wealth Advisors
Illinois
$264K -$84 -1 -0%
FAM
1024
Flaharty Asset Management
Florida
$262K – – –
GWM
1025
GSB Wealth Management
Connecticut
$262K – – –
39 40
41
42 43

IWR Hedge Fund Activity: Q3 2024 in Review

1,292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2024, worth a combined $29.7B — up 8.3% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new IWR positions and 46 closed out — a net gain of 65 holders — while 403 added to existing stakes and 421 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $145M. The largest seller was Premier Fund Managers, exiting entirely with an estimated $97.2M sold.

  • 1,292 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2024, up from 1,242 in Q2 2024.
  • Funds reported $29.7B of iShares Russell Mid-Cap ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 111 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2024 and 46 closed out, a net change of +65 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q3 2024 was Jones Financial Companies, an estimated $145M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q3 2024 was Premier Fund Managers, an estimated $97.2M sold.

Based on aggregated 13F filings for Q3 2024.