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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
DL
326
DOHJ LLC
Washington
$3.44M +$3.4M +39,380 +1,450%
Financial Engines Advisors
327
Financial Engines Advisors
California
$3.43M -$196K -2,266 -6%
SI
328
Saxon Interests
Texas
$3.35M
HWM
329
HB Wealth Management
Georgia
$3.33M -$650K -7,520 -17%
JWCA
330
J.W. Cole Advisors
Florida
$3.28M +$510K +5,907 +20%
CC
331
Courier Capital
New York
$3.28M +$39.6K +459 +1%
ECM
332
Elgethun Capital Management
South Dakota
$3.27M
CD
333
Chapin Davis
Maryland
$3.26M -$33.3K -385 -1%
BFC
334
Bedel Financial Consulting
Indiana
$3.24M +$49.7K +575 +2%
TA
335
TFB Advisors
Kansas
$3.24M +$37.6K +435 +1%
CWM
336
Congress Wealth Management
Massachusetts
$3.24M +$167K +1,935 +6%
MG
337
Mather Group
Illinois
$3.22M +$3.63K +42 +0.1%
AFC
338
AFT Forsyth & Company
Florida
$3.22M +$432 +5 +0%
MCWS
339
McKinley Carter Wealth Services
West Virginia
$3.21M +$625K +7,236 +26%
HCMT
340
Highland Capital Management (Tennessee)
Tennessee
$3.2M -$22.7K -263 -0.7%
FC
341
FCA Corp
Texas
$3.18M +$98K +1,135 +3%
ECM
342
Evergreen Capital Management
Washington
$3.16M +$130K +1,500 +5%
GIA
343
Gladstone Institutional Advisory
Florida
$3.15M +$113K +1,309 +4%
FF
344
Finley Financial
Nevada
$3.13M -$43.2K -500 -1%
NSCM
345
New South Capital Management
Tennessee
$3.1M +$2.09M +24,200 +254%
BMCM
346
Bryn Mawr Capital Management
Pennsylvania
$3.09M +$1.26M +14,529 +76%
PFA
347
Pathway Financial Advisors
Vermont
$3.07M +$318K +3,686 +12%
PGFC
348
Peapack-Gladstone Financial Corp
New Jersey
$3.06M -$35.7K -413 -1%
EB
349
Eastern Bank
Massachusetts
$3M +$1.1M +12,735 +64%
OFG
350
Oxford Financial Group
Indiana
$3M

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.