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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
LW
526
Linscomb Wealth
Texas
$1.46M -$146K -1,688 -10%
CWAG
527
Compton Wealth Advisory Group
Virginia
$1.46M +$4.84K +56 +0.4%
OWM
528
Orgel Wealth Management
Wisconsin
$1.45M -$25.5K -295 -2%
PWMAG
529
Pinnacle Wealth Management Advisory Group
New Jersey
$1.45M
AB
530
Atlas Brown
Kentucky
$1.42M -$19.2K -222 -1%
FLPIM
531
F.L. Putnam Investment Management
Massachusetts
$1.41M -$238K -2,753 -15%
PIA
532
Perennial Investment Advisors
California
$1.4M -$100K -1,159 -7%
RFW
533
Rainier Family Wealth
Washington
$1.4M -$255K -2,950 -16%
WPA
534
West Paces Advisors
Georgia
$1.4M
WB
535
Webster Bank
Connecticut
$1.4M +$41.5K +480 +3%
HAFS
536
Hapanowicz & Associates Financial Services
Pennsylvania
$1.39M -$719K -8,320 -35%
SW
537
SlateStone Wealth
Florida
$1.39M -$8.64K -100 -0.7%
PCM
538
Parsons Capital Management
Rhode Island
$1.39M
BCA
539
Bay Colony Advisors
Massachusetts
$1.39M +$5.53K +64 +0.4%
LWM
540
Luminvest Wealth Management
Arizona
$1.38M
IA
541
IFG Advisors
Missouri
$1.38M -$86.4K -1,000 -6%
GVAG
542
Great Valley Advisor Group
Delaware
$1.38M -$8.55K -99 -0.7%
MA
543
MBA Advisors
Pennsylvania
$1.37M -$74.7K -865 -5%
SMA
544
Sage Mountain Advisors
Georgia
$1.36M +$1.24M +14,353 +3,562%
WDL
545
Well Done LLC
Michigan
$1.35M +$128K +1,482 +11%
AF
546
Atala Financial
California
$1.34M -$9.59K -111 -0.8%
EAM
547
Empirical Asset Management
Massachusetts
$1.34M +$518 +6 +0%
AFG
548
Atomi Financial Group
New York
$1.34M -$43.8K -507 -3%
VCM
549
Vivaldi Capital Management
Illinois
$1.33M -$5.1K -59 -0.4%
CWA
550
Centennial Wealth Advisory
Michigan
$1.33M +$43.8K +507 +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.