IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,397 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 470 increasing their positions, 398 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,397
Holders Change
+113
Holders Change %
+8.8%
% of All Funds
18.6%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.84%
New
194
Increased
470
Reduced
398
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$5.5B
2
Bank of America
Bank of America
North Carolina
$5.45B
3
Wells Fargo
Wells Fargo
California
$3.02B
4
Lido Advisors
Lido Advisors
California
$80.2M
5
Morgan Stanley
Morgan Stanley
New York
$705M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$1.67B
2
UBS Group
UBS Group
Switzerland
$475M
3
HNB
Huntington National Bank
Ohio
$47.7M
4
GC
Gilbert & Cook
Iowa
$40.7M
5
IAIM
International Assets Investment Management
Florida
$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
126
Avidian Wealth Enterprises
Texas
$15.7M +$70.4K +796 +0.5%
NA
127
NewEdge Advisors
Louisiana
$15.6M -$669K -7,573 -4%
WC
128
Woodstock Corp
Massachusetts
$15.3M -$39.1K -442 -0.3%
CANC
129
Culbertson A N & Co
Virginia
$15.2M -$2.83K -32 -0%
FCP
130
Fidelis Capital Partners
Florida
$14.8M +$1.15M +12,607 +8%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$14.6M -$4.16M -47,048 -22%
WA
132
Waverly Advisors
Alabama
$14.5M +$11.1M +125,369 +322%
P
133
&Partners
Tennessee
$14.5M +$8.05M +90,336 +125%
PFM
134
Patton Fund Management
Texas
$14.3M -$398K -4,497 -3%
CFO
135
Callan Family Office
Pennsylvania
$14.3M -$84.9K -960 -0.6%
CAM
136
Cresset Asset Management
Illinois
$14.2M -$2.49M -28,187 -15%
NSCM
137
New South Capital Management
Tennessee
$13.9M +$9.09M +102,860 +189%
CWM
138
CCG Wealth Management
California
$13.7M -$207K -2,346 -1%
FCBT
139
First Citizens Bank & Trust
North Carolina
$13.7M +$141K +1,591 +1%
FF
140
Fox Financial
Pennsylvania
$13.6M +$1.65M +18,690 +14%
BC
141
Bricktown Capital
Michigan
$13.5M +$12.3M +139,200 +990%
BFS
142
Bradley Foster & Sargent
Connecticut
$13.5M -$168K -1,899 -1%
BIM
143
Bridges Investment Management
Nebraska
$13.2M -$13.3K -150 -0.1%
LWM
144
LJI Wealth Management
Indiana
$13.1M -$601K -6,802 -4%
PWP
145
PrairieView Wealth Partners
Illinois
$12.9M -$141K -1,595 -1%
WTB
146
Washington Trust Bank
Washington
$12.9M +$6.54K +74 +0.1%
GLA
147
Great Lakes Advisors
Illinois
$12.8M +$782K +8,845 +7%
William Blair & Company
148
William Blair & Company
Illinois
$12.7M +$340K +3,851 +3%
CI
149
Conning Inc
Connecticut
$12.6M – – –
RSWM
150
Robertson Stephens Wealth Management
California
$12.6M +$2.79M +31,608 +29%
4 5
6
7 8