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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
Mariner
26
Mariner
Kansas
$160M +$3.03M +35,050 +2%
KeyBank National Association
27
KeyBank National Association
Ohio
$151M -$4.75M -55,020 -3%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$150M -$20.9M -242,238 -13%
CB
29
Commerce Bank
Missouri
$141M +$636K +7,368 +0.5%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$124M +$2.14M +24,718 +2%
GT
31
Glenview Trust
Kentucky
$118M +$2.88M +33,376 +3%
FWTB
32
First Western Trust Bank
Colorado
$106M -$1.94M -22,456 -2%
OC
33
Oakworth Capital
Alabama
$105M +$2M +23,148 +2%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$105M +$152K +1,764 +0.2%
SF
35
Synovus Financial
Georgia
$102M -$586K -6,784 -0.6%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$98.7M +$1.83M +21,194 +2%
AAS
37
Avantax Advisory Services
Texas
$97M +$3.26M +37,744 +4%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$95.9M -$1.32M -15,230 -1%
MMA
39
Miracle Mile Advisors
California
$94M +$8.14M +94,193 +10%
FMI
40
Factory Mutual Insurance
Massachusetts
$90M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$88.6M -$12.2M -140,802 -13%
GAB
42
German American Bancorp
Indiana
$86.4M -$260K -3,013 -0.3%
Creative Planning
43
Creative Planning
Kansas
$85.6M +$21.2M +245,879 +36%
WT
44
Washington Trust
Rhode Island
$85.3M -$908K -10,514 -1%
Lido Advisors
45
Lido Advisors
California
$85.1M -$1.79M -20,745 -2%
JFG
46
JMG Financial Group
Illinois
$83.5M +$2.11M +24,376 +3%
UB
47
UMB Bank
Missouri
$81.1M +$5.63M +65,148 +8%
AFG
48
Albion Financial Group
Utah
$80.2M -$385K -4,458 -0.5%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$77.6M -$742K -8,590 -1%
Cerity Partners
50
Cerity Partners
New York
$76.3M +$4.47M +51,741 +7%

IWR Hedge Fund Activity: Q2 2025 in Review

1,440 of the 7,595 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.