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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
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$3.95M -$50.2K -581 -1%
FPCP
302
Fort Point Capital Partners
California
$3.95M -$993K -11,492 -21%
EW
303
Elyxium Wealth
California
$3.94M +$1.24M +14,371 +51%
DTC
304
Davidson Trust Company
Washington
$3.9M -$43.5K -504 -1%
IWC
305
Integrated Wealth Concepts
Massachusetts
$3.88M -$12K -139 -0.3%
BP
306
Ballentine Partners
Massachusetts
$3.87M -$297K -3,435 -8%
LL
307
LPWM LLC
Minnesota
$3.85M -$18.8K -218 -0.5%
IWM
308
IHT Wealth Management
Illinois
$3.76M -$71.5K -828 -2%
QCG
309
Quadrant Capital Group
Ohio
$3.74M +$254K +2,945 +8%
SCM
310
SCS Capital Management
Massachusetts
$3.72M -$8.98K -104 -0.3%
FA
311
Flagstar Advisors
New York
$3.68M -$222K -2,571 -6%
BKA
312
Brick & Kyle Associates
Pennsylvania
$3.67M +$3.54K +41 +0.1%
NS
313
NBC Securities
Alabama
$3.66M -$64.4K -745 -2%
AMG
314
Asset Management Group
Connecticut
$3.61M -$81.8K -947 -2%
OC
315
Oppenheimer & Co
New York
$3.61M +$1.52M +17,638 +82%
EWA
316
EP Wealth Advisors
California
$3.56M +$47.9K +554 +1%
GWM
317
Geneos Wealth Management
Colorado
$3.56M -$2.32M -26,902 -41%
NL
318
NVWM LLC
Pennsylvania
$3.52M -$400K -4,632 -11%
NP
319
NorthRock Partners
Minnesota
$3.51M +$718K +8,316 +28%
AWS
320
Atria Wealth Solutions
New York
$3.51M -$2.18M -25,260 -40%
CST
321
Charles Schwab Trust
Nevada
$3.51M +$49.9K +578 +2%
SWM
322
Spire Wealth Management
Virginia
$3.49M -$6.65K -77 -0.2%
GRP
323
Global Retirement Partners
California
$3.47M +$3.26M +37,688 New
PFM
324
Phillips Financial Management
Indiana
$3.45M +$86.4K +1,000 +3%
DWM
325
Daner Wealth Management
Georgia
$3.45M +$3.17M +36,662 New

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.