iShares Russell Mid-Cap ETF
IWR
1,296 hedge funds and large institutions have $29.8B invested in iShares Russell Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 404 increasing their positions, 423 reducing their positions, and 45 closing their positions.
238% more call options, than puts
Call options by funds: $7.9M | Put options by funds: $2.34M
149% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 45
8% more capital invested
Capital invested by funds: $27.5B → $29.8B (+$2.27B)
7.13% more ownership
Funds ownership: 74.1% → 81.23% (+7.1%)
4% more funds holding in top 10
Funds holding in top 10: 67 → 70 (+3)
4% more funds holding
Funds holding: 1,244 → 1,296 (+52)
4% less repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 423
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$145M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$80.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$62.6M |
| 4 |
LLWM
Life Line Wealth Management
Beverly Hills,
California
|
+$33.1M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
-$97.2M |
| 2 |
Goldman Sachs
New York
|
-$73.1M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$61M |
| 4 |
LPL Financial
San Diego,
California
|
-$43.6M |
| 5 |
AssetMark Inc
Concord,
California
|
-$40.8M |
IWR Hedge Fund Activity: Q3 2024 in Review
1,296 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2024, worth a combined $29.8B — up 8.3% from $27.5B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new IWR positions and 45 closed out — a net gain of 67 holders — while 404 added to existing stakes and 423 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $145M. The largest seller was Premier Fund Managers, exiting entirely with an estimated $97.2M sold.
- 1,296 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2024, up from 1,244 in Q2 2024.
- Funds reported $29.8B of iShares Russell Mid-Cap ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
- 112 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2024 and 45 closed out, a net change of +67 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q3 2024 was Jones Financial Companies, an estimated $145M added.
- The largest iShares Russell Mid-Cap ETF seller in Q3 2024 was Premier Fund Managers, an estimated $97.2M sold.
Based on aggregated 13F filings for Q3 2024.