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iShares Russell Mid-Cap ETF

1,583 hedge funds and large institutions have $48.1B invested in iShares Russell Mid-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 504 increasing their positions, 504 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,704% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $562K

169% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 52

18% more capital invested

Capital invested by funds: $40.7B → $48.1B (+$7.4B)

4% more funds holding

Funds holding: 1,5201,583 (+63)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 504

6.6% less ownership

Funds ownership: 85.56%78.96% (-6.6%)

Holders
1,583
Holders Change
+63
Holders Change %
+4.14%
% of All Funds
19.12%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
140
Increased
504
Reduced
504
Closed
52
Calls
$10.1M
Puts
$562K
Net Calls
+$9.58M
Net Calls Change
+$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$219M +$1.88M +17,913 +0.9%
Goldman Sachs
27
Goldman Sachs
New York
$218M +$1.09M +10,398 +0.5%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$210M -$78.4K -745 -0%
Mariner
29
Mariner
Kansas
$191M -$2.23M -21,165 -1%
KeyBank National Association
30
KeyBank National Association
Ohio
$172M -$994K -9,448 -0.6%
CB
31
Commerce Bank
Missouri
$159M -$4.05M -38,477 -3%
GT
32
Glenview Trust
Kentucky
$155M +$6.04M +57,387 +4%
PFPG
33
Pinnacle Financial Partners (Georgia)
Georgia
$137M -$840K -7,987 -0.6%
OC
34
Oakworth Capital
Alabama
$137M +$2.44M +23,212 +2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$134M +$1.77M +16,861 +1%
WA
36
Waverly Advisors
Alabama
$131M +$9.3M +88,462 +8%
PLU
37
Performa Ltd (US)
South Carolina
$124M +$97.3M +925,119 +465%
AUB
38
Atlantic Union Bankshares
Virginia
$114M +$17.8M +169,271 +20%
FWTB
39
First Western Trust Bank
Colorado
$113M -$1.81M -17,227 -2%
UB
40
UMB Bank
Missouri
$112M +$4.97M +47,275 +5%
AF
41
Alerus Financial
North Dakota
$109M +$607K +5,775 +0.6%
Cerity Partners
42
Cerity Partners
New York
$107M +$7.42M +70,575 +8%
GAB
43
German American Bancorp
Indiana
$106M +$135K +1,280 +0.1%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$106M +$1.21M +11,475 +1%
Lido Advisors
45
Lido Advisors
California
$104M +$2.43M +23,064 +3%
Creative Planning
46
Creative Planning
Kansas
$103M -$2.18M -20,701 -2%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$101M -$107K -1,021 -0.1%
JFG
48
JMG Financial Group
Illinois
$101M -$288K -2,742 -0.3%
WT
49
Washington Trust
Rhode Island
$99.8M -$748K -7,109 -0.8%
Osaic Holdings
50
Osaic Holdings
Arizona
$98.9M +$15.9M +150,731 +20%

IWR Hedge Fund Activity: Q2 2026 in Review

1,583 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2026, worth a combined $48.1B — up 18% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IWR positions and 52 closed out — a net gain of 88 holders — while 504 added to existing stakes and 504 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $703M. The largest seller was Mesirow Financial Investment Management, cutting an estimated $60.3M.

  • 1,583 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2026, up from 1,520 in Q1 2026.
  • Funds reported $48.1B of iShares Russell Mid-Cap ETF stock for Q2 2026, up 18% quarter-over-quarter.
  • 140 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2026 and 52 closed out, a net change of +88 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $703M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q2 2026 was Mesirow Financial Investment Management, an estimated $60.3M sold.

Based on aggregated 13F filings for Q2 2026.