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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,249 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 86 funds opening new positions, 380 increasing their positions, 473 reducing their positions, and 61 closing their positions.

Holders
1,249
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
18.11%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
86
Increased
380
Reduced
473
Closed
61
Calls
$12.4M
Puts
$976K
Net Calls
+$11.4M
Net Calls Change
-$2.65M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.07B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$100M
3
Mariner
3
Mariner
Kansas
$124M
4
Citigroup
4
Citigroup
New York
$62.8M
5
SNB
5
Security National Bank
Nebraska
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$631M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$88.2M
3
Bank of America
3
Bank of America
North Carolina
$4.92B
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$420M
5
Wells Fargo
5
Wells Fargo
California
$2.86B
Name Market Value Shares Shares
Change 		Shares
Change %
WIA
1226
Wetzel Investment Advisors
Indiana
$10.8K 137 – –
NG
1227
NWK Group
California
$10.8K 128 – –
EBA
1228
Eagle Bay Advisors
New York
$7.4K 88 -9 -9%
HNB
1229
Hilltop National Bank
Wyoming
$7.32K 87 +87 New
TC
1230
Truvestments Capital
Florida
$7.32K 87 +87 New
Allspring Global Investments
1231
Allspring Global Investments
North Carolina
$6.89K 82 -27,653 -100%
SIS
1232
Sound Income Strategies
Florida
$6.39K 76 -159 -68%
PBK
1233
Peoples Bank (Kansas)
Kansas
$5.97K 71 – –
DJSG
1234
D.J. St. Germain
Massachusetts
$5.89K 70 +70 New
SFC
1235
SYM Financial Corp
Indiana
$5.42K 64 -54 -46%
BEI
1236
Benjamin Edwards Inc
Missouri
$5K 55 -74 -57%
WWP
1237
WR Wealth Planners
Missouri
$4.96K 59 +59 New
SRCM
1238
Signature Resources Capital Management
California
$4.74K 61 – –
CJ
1239
Caitlin John
Michigan
$4.71K 56 – –
SFA
1240
Semmax Financial Advisors
North Carolina
$4.44K 54 +54 New
HFM
1241
Hartford Financial Management
Connecticut
$4.21K 50 – –
CAM
1242
Creekmur Asset Management
Illinois
$3.53K 42 -587 -93%
TAM
1243
Tucker Asset Management
Colorado
$3.53K 42 +40 +2,000%
BFA
1244
BBJS Financial Advisors
Washington
$3.36K 40 – –
AWM
1245
Abound Wealth Management
Tennessee
$3.28K 39 – –
CP
1246
Castleview Partners
Texas
$2.64K 31 – –
MHR
1247
Matthew Hamilton Rosenberg
$2.17K 26 +26 New
AP
1248
Atwood & Palmer
Missouri
$2.1K 25 +25 New
GWSA
1249
Global Wealth Strategies & Associates
Colorado
$1.77K 21 +21 New
KFS
1250
Kelly Financial Services
Massachusetts
$1.26K 15 +2 +15%
48 49
50
51 52