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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
BA
1101
Ballast Advisors
Minnesota
$172K -$5.07K -64 -3%
VAMG
1102
Voisard Asset Management Group
Michigan
$171K – – –
LWANC
1103
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K – – –
MCM
1104
Manchester Capital Management
Vermont
$168K – – –
CAL
1105
Capital Advisors Ltd
Ohio
$165K – – –
WC
1106
Westwind Capital
New Mexico
$163K – – –
BL
1107
Balentine LLC
Georgia
$163K -$7.29K -92 -5%
MCM
1108
Mill Capital Management
North Carolina
$157K -$549K -6,924 -79%
FIM
1109
FWL Investment Management
Texas
$156K – – –
VAG
1110
VisionPoint Advisory Group
Texas
$156K – – –
TSWM
1111
Tyler-Stone Wealth Management
Ohio
$152K – – –
LFA
1112
LGT Financial Advisors
Texas
$146K +$396 +5 +0.3%
FWM
1113
FSA Wealth Management
Massachusetts
$144K – – –
BFPW
1114
BOK Financial Private Wealth
Colorado
$141K -$1.58K -20 -1%
HPIA
1115
Hamilton Point Investment Advisors
North Carolina
$141K – – –
PWA
1116
Provenance Wealth Advisors
Florida
$139K – – –
CPG
1117
Cornerstone Planning Group
New Jersey
$134K -$3.25K -41 -2%
MFC
1118
Mechanics Financial Corp
Ohio
$131K -$19.8K -250 -14%
CFO
1119
CVA Family Office
Colorado
$129K +$158 +2 +0.1%
FFL
1120
Financial Freedom LLC
Ohio
$128K +$158 +2 +0.1%
IA
1121
IFP Advisors
Florida
$128K +$14.2K +179 +13%
BWL
1122
Bogart Wealth LLC
Virginia
$126K +$1.19K +15 +1%
MAWCM
1123
Mine & Arao Wealth Creation & Management
California
$124K – – –
LI
1124
LRI Investments
Florida
$123K +$116K +1,460 New
CB
1125
CNB Bank
Pennsylvania
$120K -$15.8K -200 -12%
43 44
45
46 47

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.