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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
Vanguard Group
251
Vanguard Group
Pennsylvania
$5.64M +$544K +6,295 +11%
TTWM
252
TCV Trust & Wealth Management
Virginia
$5.6M -$136K -1,579 -3%
FNBT
253
FineMark National Bank & Trust
Florida
$5.56M +$63K +729 +1%
Principal Financial Group
254
Principal Financial Group
Iowa
$5.55M -$883K -10,221 -14%
NEPWA
255
New England Private Wealth Advisors
Massachusetts
$5.52M +$150K +1,733 +3%
ANC
256
Ames National Corp
Iowa
$5.52M -$136K -1,571 -3%
TFCP
257
Twin Focus Capital Partners
Massachusetts
$5.51M -$55K -637 -1%
SVWAG
258
Sound View Wealth Advisors Group
Georgia
$5.5M -$221K -2,562 -4%
Tudor Investment Corp
259
Tudor Investment Corp
Connecticut
$5.41M +$5.08M +58,832 New
CP
260
Canopy Partners
Ohio
$5.39M -$272K -3,153 -5%
EW
261
Evoke Wealth
California
$5.38M -$1.9M -21,951 -27%
MAA
262
Matrix Asset Advisors
New York
$5.33M +$47.1K +545 +0.9%
CWM
263
Cahaba Wealth Management
Georgia
$5.29M +$9.68K +112 +0.2%
LFAS
264
Level Four Advisory Services
Texas
$5.27M +$1.99K +23 +0%
Twin Tree Management
265
Twin Tree Management
Texas
$5.21M +$3.18M +36,795 +186%
CPSAC
266
Chas P. Smith & Associates (CPS)
Florida
$5.2M +$652K +7,550 +15%
SJIM
267
St. Johns Investment Management
Florida
$5.18M +$137K +1,589 +3%
AIM
268
Acropolis Investment Management
Missouri
$5.16M -$125K -1,444 -3%
CCA
269
Conservest Capital Advisors
Pennsylvania
$5.15M -$31.9K -369 -0.7%
Citadel Advisors
270
Citadel Advisors
Florida
$5.12M +$3.69M +42,727 +330%
UCFA
271
United Capital Financial Advisors
Texas
$5.12M -$158K -1,828 -3%
SAM
272
Silvercrest Asset Management
New York
$5.09M -$13K -151 -0.3%
NAM
273
NTV Asset Management
West Virginia
$5.06M -$74.7K -865 -2%
CNBT
274
Canandaigua National Bank & Trust
New York
$5.06M -$48.9K -566 -1%
HW
275
Hancock Whitney
Mississippi
$4.99M +$4.68M +54,207 New

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.