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
FA
276
FDx Advisors
Illinois
$4.96M -$37.8K -438 -0.8%
JFGIW
277
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.89M +$231K +2,674 +5%
TCOT
278
Trust Company of Toledo
Ohio
$4.79M
CPSC
279
Carl P. Sherr & Co
Massachusetts
$4.76M +$132K +1,524 +3%
CFB
280
Cullen/Frost Bankers
Texas
$4.66M +$152K +1,759 +4%
CCB
281
Country Club Bank
Missouri
$4.66M -$67.5K -781 -2%
PFS
282
Prospera Financial Services
Texas
$4.6M +$1.16M +13,405 +37%
SFA
283
Sequoia Financial Advisors
Ohio
$4.59M +$386K +4,463 +10%
SAG
284
SageView Advisory Group
California
$4.57M +$2.12M +24,581 +104%
Kovitz Investment Group Partners
285
Kovitz Investment Group Partners
Illinois
$4.5M -$390K -4,511 -8%
RPSA
286
Richard P. Slaughter Associates
Texas
$4.47M +$4.2M +48,604 New
TPCW
287
TD Private Client Wealth
New York
$4.46M +$151K +1,749 +4%
PS
288
Principal Securities
Iowa
$4.43M +$294K +3,407 +8%
STA
289
Smith Thornton Advisors
Alabama
$4.42M +$87.6K +1,014 +2%
MWP
290
MYCIO Wealth Partners
Pennsylvania
$4.32M +$110K +1,268 +3%
CL
291
Choreo LLC
Illinois
$4.3M -$2.6M -30,068 -39%
SHWM
292
Smith & Howard Wealth Management
Georgia
$4.22M +$84.4K +977 +2%
WIC
293
Whitegate Investment Counselors
New Hampshire
$4.19M +$1.81K +21 +0%
GFP
294
Gryphon Financial Partners
Ohio
$4.16M +$215K +2,484 +6%
BCM
295
BTC Capital Management
Iowa
$4.14M -$4.32K -50 -0.1%
GWS
296
Greykasell Wealth Strategies
California
$4.12M -$341K -3,943 -8%
Fiera Capital (Canada)
297
Fiera Capital (Canada)
Quebec, Canada
$4.1M
CB
298
Centennial Bank
Arkansas
$4.1M +$561K +6,489 +17%
BHBT
299
Burke & Herbert Bank & Trust
Virginia
$4.05M
SIC
300
Samalin Investment Counsel
New York
$4.02M +$596K +6,896 +19%

IWR Hedge Fund Activity: Q2 2025 in Review

1,440 of the 7,596 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.