iShares Russell Mid-Cap ETF
1,244 hedge funds and large institutions have $27.5B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 419 increasing their positions, 416 reducing their positions, and 79 closing their positions.
514% more call options, than puts
Call options by funds: $6.96M | Put options by funds: $1.14M
3% more funds holding in top 10
Funds holding in top 10: 65 → 67 (+2)
5% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 79
1% more capital invested
Capital invested by funds: $27.1B → $27.5B (+$375M)
1% more repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 416
1% less funds holding
Funds holding: 1,255 → 1,244 (-11)
6.99% less ownership
Funds ownership: 81.09% → 74.1% (-7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.35B |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$105M |
| 3 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$97.7M |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$53.4M |
| 5 |
AssetMark Inc
Concord,
California
|
+$39.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$48.7M |
| 2 |
Bank of New York Mellon
New York
|
-$48.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$46.4M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$40.3M |
| 5 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$28.5M |
IWR Hedge Fund Activity: Q2 2024 in Review
1,244 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2024, worth a combined $27.5B — up 1.4% from $27.1B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new IWR positions and 79 closed out — a net gain of 4 holders — while 419 added to existing stakes and 416 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $1.35B. The largest seller was Citigroup, cutting an estimated $48.7M.
- 1,244 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2024, down from 1,255 in Q1 2024.
- Funds reported $27.5B of iShares Russell Mid-Cap ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
- 83 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2024 and 79 closed out, a net change of +4 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q2 2024 was Jones Financial Companies, an estimated $1.35B added.
- The largest iShares Russell Mid-Cap ETF seller in Q2 2024 was Citigroup, an estimated $48.7M sold.
Based on aggregated 13F filings for Q2 2024.