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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
SCP
1051
Silverleafe Capital Partners
Tennessee
$222K +$209K +2,640 New
TWM
1052
Thrive Wealth Management
Pennsylvania
$221K +$79 +1 +0%
SWP
1053
Strategic Wealth Partners
Ohio
$220K +$207K +2,615 New
BC
1054
Burney Company
Virginia
$219K – – –
SFG
1055
Sather Financial Group
Texas
$218K -$51K -644 -20%
IC
1056
Iconiq Capital
California
$218K – – –
CDH
1057
Charles D. Hyman
$218K – – –
HWM
1058
Horizons Wealth Management
North Carolina
$217K – – –
FWA
1059
FSM Wealth Advisors
Ohio
$216K +$204K +2,570 New
TFA
1060
Transamerica Financial Advisors
Florida
$215K -$18.4M -231,811 -99%
SXL
1061
Summit X LLC
Missouri
$214K -$1.43K -18 -0.7%
SAW
1062
Signal Advisors Wealth
Michigan
$214K +$202K +2,545 New
CIBC World Market
1063
CIBC World Market
Ontario, Canada
$212K +$200K +2,527 New
ACM
1064
AUA Capital Management
Pennsylvania
$212K +$200K +2,519 New
WS
1065
Wedbush Securities
California
$211K +$199K +2,512 New
MFG
1066
Monte Financial Group
Connecticut
$210K -$91K -1,149 -31%
AIP
1067
ARS Investment Partners
New York
$210K +$198K +2,500 New
VF
1068
Vawter Financial
Ohio
$210K +$197K +2,492 New
MSFS
1069
Main Street Financial Solutions
Pennsylvania
$209K +$197K +2,488 New
PCS
1070
Personal CFO Solutions
New Jersey
$209K -$35.5K -448 -15%
IFWM
1071
Institute for Wealth Management
Colorado
$209K +$197K +2,484 New
HCM
1072
Hillman Capital Management
Maryland
$208K +$238 +3 +0.1%
CP
1073
Covenant Partners
Tennessee
$208K – – –
ML
1074
McAdam LLC
Pennsylvania
$208K +$196K +2,469 New
WJA
1075
Willis Johnson & Associates
Texas
$207K +$195K +2,462 New
41 42
43
44 45

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.