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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
LB
476
Legacy Bridge
Iowa
$1.72M +$22K +255 +1%
TWC
477
TD Waterhouse Canada
Ontario, Canada
$1.71M +$163K +1,890 +11%
MPWT
478
MassMutual Private Wealth & Trust
Connecticut
$1.71M +$822K +9,514 +105%
CIA
479
Choate Investment Advisors
Massachusetts
$1.7M -$77.7K -900 -5%
FC
480
Fulcrum Capital
Washington
$1.7M -$243K -2,812 -13%
PI
481
PFG Investments
New York
$1.7M +$150K +1,739 +10%
VWM
482
Vigilare Wealth Management
Arizona
$1.69M +$1.59M +18,396 New
ZBNA
483
Zions Bancorporation, National Association
Utah
$1.69M
FWM
484
FMB Wealth Management
California
$1.68M
IRC
485
Investors Research Corp
Georgia
$1.67M
Wealthfront Advisers
486
Wealthfront Advisers
California
$1.67M -$340K -3,933 -18%
MFG
487
MidWestOne Financial Group
Iowa
$1.67M -$5.01K -58 -0.3%
NCG
488
Newport Capital Group
New Jersey
$1.66M +$1.3K +15 +0.1%
SA
489
Strategic Advisors
New York
$1.66M -$41.3K -478 -3%
SCA
490
Sage Capital Advisors
South Dakota
$1.66M +$6.48K +75 +0.4%
MW
491
MBL Wealth
North Carolina
$1.65M -$25.9K -300 -2%
CA
492
Continuum Advisory
Idaho
$1.64M +$433K +5,013 +39%
PCIG
493
Partners Capital Investment Group
Massachusetts
$1.64M -$1.2M -13,859 -44%
RMDI
494
R.M. Davis Inc
Maine
$1.64M -$82.4K -954 -5%
CHAM
495
Clear Harbor Asset Management
Connecticut
$1.63M
RC
496
Roundview Capital
New Jersey
$1.62M
PA
497
Procyon Advisors
Connecticut
$1.62M -$112K -1,300 -7%
GLA
498
Great Lakes Advisors
Illinois
$1.62M -$520K -6,018 -25%
TRCT
499
Tower Research Capital (TRC)
New York
$1.61M +$1.52M +17,555 New
LWL
500
Leo Wealth LLC
Texas
$1.61M -$5.1K -59 -0.3%

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.