IWR icon

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 %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$10.7M 126,707 +11,174 +10%
SAM
152
Sawgrass Asset Management
Florida
$10.4M 124,214 – –
CA
153
Clearstead Advisors
Ohio
$10.2M 124,195 -3,151 -2%
RJT
154
Raymond James Trust
Florida
$9.99M 118,827 -1,606 -1%
FHA
155
First Horizon Advisors
Tennessee
$9.85M 117,126 -11,239 -9%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$9.82M 116,732 +92,913 +390%
WB
157
West Bancorporation
Iowa
$9.74M 115,838 -5,383 -4%
FNT
158
First National Trust
Pennsylvania
$9.61M 114,225 +1,771 +2%
MNBTD
159
Moody National Bank Trust Division
Texas
$9.57M 113,786 -152 -0.1%
CFA
160
Cahill Financial Advisors
Minnesota
$9.55M 113,529 -6,580 -5%
CAM
161
Campion Asset Management
Virginia
$9.49M 112,894 -1,408 -1%
FTWA
162
Fifth Third Wealth Advisors
Ohio
$9.39M 111,670 +58,884 +112%
MGIA
163
Moneta Group Investment Advisors
Missouri
$9.32M 110,852 +5,850 +6%
HTC
164
Haverford Trust Company
Pennsylvania
$9.27M 110,279 -198,975 -64%
SIG
165
Stonegate Investment Group
Alabama
$9.11M 108,315 – –
9WM
166
9258 Wealth Management
Ohio
$9.09M 108,155 +2,419 +2%
SWP
167
Summit Wealth Partners
Florida
$9.08M 107,942 -2,847 -3%
UWPG
168
Ullmann Wealth Partners Group
Florida
$9.03M 107,411 -8,118 -7%
FNFDCM
169
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.95M 106,383 -2,097 -2%
TMWM
170
Taylor & Morgan Wealth Management
Michigan
$8.94M 106,318 +12,030 +13%
FCP
171
Fidelis Capital Partners
Florida
$8.93M 106,155 +14,141 +15%
GT
172
Glenmede Trust
Pennsylvania
$8.89M 105,684 +12,076 +13%
TPI
173
Trust Point Inc
Wisconsin
$8.76M 104,130 -1,154 -1%
BJL
174
Brighton Jones LLC
Washington
$8.7M 103,479 +3,221 +3%
NW
175
NewEdge Wealth
Pennsylvania
$8.58M 106,988 +4,089 +4%
5 6
7
8 9