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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
HSA
501
HBK Sorce Advisory
Pennsylvania
$1.6M -$5.53K -64 -0.4%
CIA
502
Concurrent Investment Advisors
Florida
$1.59M +$53K +614 +4%
HIMC
503
Heritage Investors Management Corp
Maryland
$1.59M -$23.8K -275 -2%
PCA
504
Pallas Capital Advisors
Massachusetts
$1.59M -$19K -220 -1%
SCA
505
Southern Capital Advisors
Tennessee
$1.59M +$55K +637 +4%
PCA
506
Prosperity Capital Advisors
Ohio
$1.58M +$15.5K +180 +1%
FNB
507
Farmers National Bank
Kentucky
$1.58M
MPCG
508
Matrix Private Capital Group
New York
$1.58M -$49.2K -569 -3%
LBC
509
Lowe Brockenbrough & Co
Virginia
$1.58M -$3.02K -35 -0.2%
FPGK
510
Financial Partners Group (Kansas)
Kansas
$1.58M -$5.96K -69 -0.4%
SL
511
SWMG LLC
Texas
$1.56M +$42.2K +488 +3%
PSA
512
Plum Street Advisors
Louisiana
$1.56M
1SB
513
1ST Source Bank
Indiana
$1.56M -$3.46K -40 -0.2%
CAG
514
Csenge Advisory Group
Florida
$1.56M +$802K +9,281 +113%
SFWC
515
Strategic Family Wealth Counselors
New Jersey
$1.55M
BFO
516
Boston Family Office
Massachusetts
$1.52M
TSS
517
Two Sigma Securities
New York
$1.51M +$1.42M +16,445 New
CWM
518
Connecticut Wealth Management
Connecticut
$1.51M
BEAM
519
Baker Ellis Asset Management
Washington
$1.49M
SIA
520
Summit Investment Advisors
Maryland
$1.48M +$11.6K +134 +0.8%
FHB
521
First Hawaiian Bank
Hawaii
$1.48M
C
522
Certuity
Florida
$1.47M +$177K +2,053 +15%
GF
523
Gries Financial
Ohio
$1.47M -$453K -5,239 -25%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$1.47M +$467K +5,410 +51%
WFA
525
WestHill Financial Advisors
California
$1.46M +$35.9K +416 +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.