iShares Russell Mid-Cap ETF
1,410 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 198 funds opening new positions, 471 increasing their positions, 402 reducing their positions, and 55 closing their positions.
3,384% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $354K
260% more first-time investments, than exits
New positions opened: 198 | Existing positions closed: 55
17% more repeat investments, than reductions
Existing positions increased: 471 | Existing positions reduced: 402
9% more funds holding
Funds holding: 1,292 → 1,410 (+118)
7% more capital invested
Capital invested by funds: $29.7B → $31.8B (+$2.1B)
1.43% more ownership
Funds ownership: 81.25% → 82.68% (+1.4%)
6% less funds holding in top 10
Funds holding in top 10: 69 → 65 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.74B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$213M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$81.2M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$69.9M |
| 5 |
Morgan Stanley
New York
|
+$45.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$200M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$68.5M |
| 3 |
GC
Gilbert & Cook
West Des Moines,
Iowa
|
-$44.8M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$42.7M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$32.9M |
IWR Hedge Fund Activity: Q4 2024 in Review
1,410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q4 2024, worth a combined $31.8B — up 7.1% from $29.7B a quarter earlier.
Buyers outnumbered sellers: 198 funds opened new IWR positions and 55 closed out — a net gain of 143 holders — while 471 added to existing stakes and 402 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $1.74B. The largest seller was US Bancorp, cutting an estimated $200M.
- 1,410 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q4 2024, up from 1,292 in Q3 2024.
- Funds reported $31.8B of iShares Russell Mid-Cap ETF stock for Q4 2024, up 7.1% quarter-over-quarter.
- 198 funds opened new iShares Russell Mid-Cap ETF positions in Q4 2024 and 55 closed out, a net change of +143 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $1.74B added.
- The largest iShares Russell Mid-Cap ETF seller in Q4 2024 was US Bancorp, an estimated $200M sold.
Based on aggregated 13F filings for Q4 2024.