We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF

1,440 hedge funds and large institutions have $34.5B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 452 increasing their positions, 470 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

611% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $2.04M

177% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $31.8B → $34.5B (+$2.64B)

5% more funds holding

Funds holding: 1,3711,440 (+69)

4% less repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 470

3% less funds holding in top 10

Funds holding in top 10: 6361 (-2)

3.82% less ownership

Funds ownership: 83.17%79.35% (-3.8%)

Holders
1,440
Holders Change
+69
Holders Change %
+5.03%
% of All Funds
18.96%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
0.8%
New
133
Increased
452
Reduced
470
Closed
48
Calls
$14.5M
Puts
$2.04M
Net Calls
+$12.5M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Tolleson Wealth Management
Texas
$6.48M -$2.85K -33 -0%
IAN
227
Integrated Advisors Network
Texas
$6.48M +$2.39M +27,713 +65%
CWG
228
Cornerstone Wealth Group
North Carolina
$6.46M -$229K -2,650 -4%
CWP
229
CFM Wealth Partners
Texas
$6.41M +$79K +914 +1%
SA
230
Sincerus Advisory
New York
$6.41M +$72K +833 +1%
FAM
231
Forte Asset Management
New York
$6.39M -$268K -3,098 -4%
WW
232
Westshore Wealth
California
$6.38M +$52.9K +612 +0.9%
MWM
233
Modera Wealth Management
New Jersey
$6.29M +$410K +4,745 +7%
OGF
234
Orin Green Financial
California
$6.24M -$110K -1,269 -2%
CWM
235
Chesapeake Wealth Management
Virginia
$6.17M +$67.9K +786 +1%
CRC
236
Curi RMB Capital
Illinois
$6.01M +$3.11M +36,055 +123%
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$6.01M -$19.3M -223,469 -77%
CGPCS
238
Capital Group Private Client Services
California
$5.99M -$19.4K -224 -0.3%
CPIG
239
Chicago Partners Investment Group
Illinois
$5.88M +$541K +6,268 +11%
WB
240
WesBanco Bank
West Virginia
$5.81M +$269K +3,112 +5%
OIA
241
OneDigital Investment Advisors
Kansas
$5.75M +$261K +3,020 +5%
EFS
242
Essex Financial Services
Connecticut
$5.72M -$178K -2,058 -3%
TCWA
243
Turtle Creek Wealth Advisors
Texas
$5.7M -$849K -9,826 -14%
SWM
244
Shelton Wealth Management
Texas
$5.69M -$149K -1,725 -3%
S
245
Sachetta
Massachusetts
$5.68M -$14.9K -173 -0.3%
SFG
246
Sunburst Financial Group
Alabama
$5.67M +$1.3K +15 +0%
KAM
247
Knightsbridge Asset Management
California
$5.66M -$61.7K -714 -1%
TCM
248
Triumph Capital Management
Colorado
$5.66M +$144K +1,671 +3%
DWT
249
Dorsey & Whitney Trust
South Dakota
$5.65M +$859K +9,945 +19%
BFG
250
Baron Financial Group
New Jersey
$5.65M +$287K +3,326 +6%

IWR Hedge Fund Activity: Q2 2025 in Review

1,440 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2025, worth a combined $34.5B — up 8.3% from $31.8B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new IWR positions and 48 closed out — a net gain of 85 holders — while 452 added to existing stakes and 470 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $359M. The largest seller was US Bancorp, cutting an estimated $467M.

  • 1,440 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2025, up from 1,371 in Q1 2025.
  • Funds reported $34.5B of iShares Russell Mid-Cap ETF stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 133 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2025 and 48 closed out, a net change of +85 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $359M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q2 2025 was US Bancorp, an estimated $467M sold.

Based on aggregated 13F filings for Q2 2025.