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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
GAG
551
GM Advisory Group
New York
$1.33M +$36.5K +422 +3%
SCM
552
Sterling Capital Management
North Carolina
$1.33M +$103K +1,187 +9%
RWM
553
RKL Wealth Management
Pennsylvania
$1.32M -$474K -5,490 -28%
DWP
554
Daymark Wealth Partners
Ohio
$1.31M -$3.37K -39 -0.3%
BFA
555
Bill Few Associates
Pennsylvania
$1.31M
FFBTD
556
First Financial Bank - Trust Division
Ohio
$1.31M +$313K +3,622 +34%
KBFS
557
Kohmann Bosshard Financial Services
Ohio
$1.3M -$112K -1,295 -8%
SIA
558
SeaBridge Investment Advisors
New Jersey
$1.29M
PTC
559
Philadelphia Trust Company
Pennsylvania
$1.28M
WCWM
560
Wooster Corthell Wealth Management
Connecticut
$1.28M -$18.3K -212 -2%
KA
561
Klingman & Associates
New York
$1.28M +$121K +1,400 +11%
CWM
562
Calamos Wealth Management
Illinois
$1.28M +$49.9K +578 +4%
MWM
563
Moulton Wealth Management
Washington
$1.28M +$1.18M +13,617 New
RWB
564
RMR Wealth Builders
New Jersey
$1.27M +$72K +833 +6%
SW
565
Simplicity Wealth
New Jersey
$1.27M +$108K +1,249 +10%
DWMS
566
Dominguez Wealth Management Solutions
Virginia
$1.26M -$7.69K -89 -0.6%
SFA
567
Seneca Financial Advisors
New York
$1.26M -$45.4K -526 -4%
LWM
568
Lyell Wealth Management
California
$1.25M -$4.49K -52 -0.4%
PIMG
569
Patriot Investment Management Group
Tennessee
$1.24M
KC
570
Knuff & Co
California
$1.24M -$276K -3,196 -19%
NL
571
NWAM LLC
Washington
$1.23M +$25.4K +294 +2%
NBWM
572
North Berkeley Wealth Management
California
$1.23M +$1.16M +13,410 New
MA
573
MONECO Advisors
Connecticut
$1.23M -$51.8K -600 -4%
TFGT
574
TS Financial Group (TSFG)
Illinois
$1.22M
CTC
575
Central Trust Company
Missouri
$1.21M +$66.3K +767 +6%

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.