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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
SC
351
SouthState Corp
Florida
$2.98M +$24.8K +287 +0.9%
EWM
352
Evercore Wealth Management
New York
$2.96M -$173 -2 -0%
LLWM
353
Life Line Wealth Management
California
$2.94M -$393K -4,545 -12%
BRWA
354
B. Riley Wealth Advisors
Florida
$2.92M +$2.74M +31,766 New
SFS
355
Summit Financial Strategies
Ohio
$2.89M +$263K +3,043 +11%
WIA
356
World Investment Advisors
California
$2.87M +$925K +10,713 +52%
BIG
357
Builder Investment Group
Georgia
$2.87M -$864 -10 -0%
FWP
358
FAS Wealth Partners
Kansas
$2.87M +$65.1K +754 +2%
AIM
359
Allen Investment Management
New York
$2.85M
ACA
360
Anchor Capital Advisors
Massachusetts
$2.83M -$380K -4,395 -12%
SPC
361
Sigma Planning Corp
Michigan
$2.79M +$319K +3,690 +14%
PTC
362
Private Trust Company
Ohio
$2.79M -$36.5K -422 -1%
MI
363
Motiv8 Investments
Florida
$2.78M -$74.7K -865 -3%
KF
364
KKM Financial
Illinois
$2.77M -$57.9K -670 -2%
CQWA
365
Chokshi & Queen Wealth Advisors
California
$2.76M -$40.3K -466 -2%
LNWTC
366
Laird Norton Wetherby Trust Company
Washington
$2.75M
CAM
367
Cozad Asset Management
Illinois
$2.74M +$3.8K +44 +0.1%
GHAM
368
Gilman Hill Asset Management
Connecticut
$2.73M -$147K -1,700 -5%
ASN
369
Advisory Services Network
Georgia
$2.73M +$38.3K +443 +2%
HIP
370
HUB Investment Partners
Texas
$2.71M -$26.5K -307 -1%
FUBT
371
First United Bank & Trust
Maryland
$2.7M -$107K -1,235 -4%
SFS
372
Sowell Financial Services
Arkansas
$2.69M -$78.6K -910 -3%
MFG
373
Merit Financial Group
Georgia
$2.68M -$815K -9,431 -24%
AWP
374
Axis Wealth Partners
Rhode Island
$2.64M +$87.2K +1,009 +4%
DA
375
Dover Advisors
Virginia
$2.62M +$40.9K +473 +2%

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.