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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
VVP
426
Venture Visionary Partners
Ohio
$2.14M +$41.2K +477 +2%
EIG
427
Ellenbecker Investment Group
Wisconsin
$2.1M -$76.4K -884 -4%
AP
428
Appleton Partners
Massachusetts
$2.1M -$22.5K -260 -1%
WF
429
Welch & Forbes
Massachusetts
$2.09M +$9.5K +110 +0.5%
Renaissance Technologies
430
Renaissance Technologies
New York
$2.09M +$1.24M +14,300 +170%
GWAM
431
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.08M -$413K -4,784 -17%
HWA
432
Heritage Wealth Advisors
Virginia
$2.05M
SCA
433
St. Clair Advisors
Ohio
$2.05M -$97.3K -1,126 -5%
VWM
434
Venturi Wealth Management
Texas
$2.05M +$143K +1,650 +8%
WAM
435
Weatherly Asset Management
California
$2.04M
LC
436
LCNB Corp
Ohio
$2.04M -$28.7K -332 -1%
MCM
437
Manchester Capital Management
Vermont
$2.03M
CTA
438
Chesley Taft & Associates
Illinois
$2.02M -$282K -3,270 -13%
CC
439
Climber Capital
Switzerland
$2.02M
CA
440
Crumly & Associates
Illinois
$2.01M +$1.89M +21,836 New
LT
441
Legacy Trust
Michigan
$2.01M +$38.9K +450 +2%
OCM
442
One Capital Management
California
$1.98M -$939K -10,875 -34%
PA
443
Parallel Advisors
California
$1.97M -$83.8K -970 -4%
FT
444
Fiduciary Trust
Massachusetts
$1.96M -$59.6K -690 -3%
HF
445
HRT Financial
New York
$1.96M +$1.6M +18,566 +671%
USCWA
446
U.S. Capital Wealth Advisors
Texas
$1.95M +$9.42K +109 +0.5%
CWM
447
Cornerstone Wealth Management
Missouri
$1.94M +$262K +3,037 +17%
EARNEST Partners
448
EARNEST Partners
Georgia
$1.93M -$1.32M -15,224 -42%
MWM
449
Meridian Wealth Management
Kentucky
$1.93M +$9.68K +112 +0.5%
FMWA
450
Forvis Mazars Wealth Advisors
Missouri
$1.91M -$6.91K -80 -0.4%

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.