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
DI
401
DAGCO Inc
Ohio
$2.4M -$41.6K -482 -2%
GI
402
GAMMA Investing
California
$2.39M +$6.48K +75 +0.3%
SWA
403
SOA Wealth Advisors
New York
$2.39M -$200K -2,313 -8%
HWA
404
Hilltop Wealth Advisors
North Carolina
$2.38M +$329K +3,804 +17%
LGWM
405
Litman Gregory Wealth Management
California
$2.36M +$15.3K +177 +0.7%
EK
406
Evensky & Katz
Florida
$2.36M -$1.04K -12 -0%
GBT
407
Grove Bank & Trust
Florida
$2.35M
GIM
408
Goelzer Investment Management
Indiana
$2.35M
ITIM
409
Indiana Trust & Investment Management
Indiana
$2.34M
MC
410
Middleton & Co
Massachusetts
$2.34M -$163K -1,892 -7%
BB
411
Busey Bank
Illinois
$2.31M -$11.7K -136 -0.5%
AWM
412
Apollon Wealth Management
South Carolina
$2.31M +$605 +7 +0%
WTFG
413
Wells Trecaso Financial Group
Ohio
$2.3M +$232K +2,687 +12%
RIS
414
Retirement Income Solutions
Michigan
$2.25M -$60K -695 -3%
PA
415
Pinnacle Associates
New York
$2.25M -$8.64K -100 -0.4%
NFG
416
Nations Financial Group
Iowa
$2.24M +$69.9K +809 +3%
1WM
417
1900 Wealth Management
Texas
$2.21M +$25.4K +294 +1%
AIMC
418
Alley Investment Management Company
Illinois
$2.2M
AAS
419
Asset Allocation Strategies
Michigan
$2.2M -$803K -9,299 -28%
BIS
420
BG Investment Services
Guam
$2.2M -$1.07M -12,413 -34%
WAP
421
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$36.8K +426 +2%
OLA
422
Oliver Luxxe Assets
New Jersey
$2.17M -$70.2K -813 -3%
EFA
423
Evernest Financial Advisors
Indiana
$2.16M +$656K +7,595 +48%
MFP
424
Meridian Financial Partners
Virginia
$2.16M
FMTC
425
Farmers & Merchants Trust Company
California
$2.14M +$110K +1,274 +6%

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.