IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$3.35B
2
Natixis Advisors
Natixis Advisors
Massachusetts
$135M
3
PFM
Premier Fund Managers
United Kingdom
$97.2M
4
CA
Clearstead Advisors
Ohio
$63.3M
5
AssetMark Inc
AssetMark Inc
California
$39.4M

Top Sellers

1
Citigroup
Citigroup
New York
$12M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$597M
3
Wells Fargo
Wells Fargo
California
$2.71B
4
HNB
Huntington National Bank
Ohio
$42M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
176
9258 Wealth Management
Ohio
$8.19M -$574K -7,084 -7%
SWP
177
Summit Wealth Partners
Florida
$8.19M -$560K -6,908 -6%
BJL
178
Brighton Jones LLC
Washington
$8.15M -$241K -2,974 -3%
TCB
179
Texas Capital Bancshares
Texas
$7.9M -$22.3K -275 -0.3%
AFG
180
ABLE Financial Group
Arizona
$7.81M +$446K +5,496 +6%
ATC
181
Argent Trust Co
Tennessee
$7.8M +$105K +1,295 +1%
SW
182
Simplicity Wealth
New Jersey
$7.78M +$1.12M +13,792 +17%
MWA
183
Moser Wealth Advisors
Washington
$7.7M -$455K -5,609 -6%
SAM
184
Sawgrass Asset Management
Florida
$7.69M -$2.38M -29,328 -24%
LPAM
185
Lodestar Private Asset Management
California
$7.59M -$57.6K -710 -0.8%
TBWA
186
Three Bridge Wealth Advisors
California
$7.36M +$1.12M +13,860 +18%
DT
187
Diversified Trust
Tennessee
$7.31M -$173K -2,134 -2%
SQA
188
Simon Quick Advisors
New Jersey
$7.25M -$136K -1,677 -2%
FSC
189
Full Sail Capital
Oklahoma
$7.21M -$409K -5,039 -5%
FWM
190
FFT Wealth Management
Pennsylvania
$7.16M – – –
PGF
191
Plan Group Financial
Oklahoma
$7.08M +$419K +5,165 +6%
PCIA
192
Prime Capital Investment Advisors
Kansas
$6.99M -$7.5M -92,450 -52%
BWFA
193
Baltimore-Washington Financial Advisors
Maryland
$6.94M +$154K +1,900 +2%
RWP
194
RWA Wealth Partners
Massachusetts
$6.93M -$5.43K -67 -0.1%
RPC
195
Rossmore Private Capital
Connecticut
$6.9M -$89K -1,098 -1%
BFG
196
Bleakley Financial Group
New Jersey
$6.82M +$1.05M +12,991 +18%
FTS
197
Fifth Third Securities
Ohio
$6.81M -$67.5K -833 -1%
FMC
198
First Merchants Corp
Indiana
$6.79M -$423K -5,220 -6%
SDWMA
199
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.67M -$1.02M -12,592 -13%
UW
200
Unique Wealth
Florida
$6.61M +$767K +9,454 +13%
6 7
8
9 10