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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
FNBOO
576
First National Bank of Omaha
Nebraska
$1.21M
LOPW
577
Live Oak Private Wealth
North Carolina
$1.2M +$405K +4,687 +56%
MMG
578
Monetary Management Group
Missouri
$1.2M
DAS
579
Diversify Advisory Services
Utah
$1.19M +$797K +9,227 +268%
LSA
580
Lansing Street Advisors
Pennsylvania
$1.19M +$176K +2,043 +19%
FA
581
Fiducient Advisors
Illinois
$1.19M -$276K -3,197 -20%
OAM
582
Occidental Asset Management
California
$1.18M +$8.64K +100 +0.8%
SCM
583
Sunbeam Capital Management
Georgia
$1.18M +$3.2K +37 +0.3%
CPRC
584
Consolidated Portfolio Review Corp
New York
$1.16M
ZIM
585
Zacks Investment Management
Illinois
$1.16M -$761K -8,804 -41%
CW
586
CreativeOne Wealth
Kansas
$1.16M +$159K +1,842 +17%
AWA
587
Arkadios Wealth Advisors
Georgia
$1.16M +$770K +8,911 +243%
RDFA
588
Ritter Daniher Financial Advisory
Ohio
$1.15M -$53.1K -615 -5%
GA
589
Goldstein Advisors
Wisconsin
$1.15M
LNWWM
590
Laird Norton Wetherby Wealth Management
California
$1.12M +$1.05M +12,208 New
PCG
591
Prosperity Consulting Group
Maryland
$1.12M +$644K +7,450 +158%
OIS
592
Okabena Investment Services
Minnesota
$1.11M
PVAMC
593
PPS&V Asset Management Consultants
Michigan
$1.11M
RCM
594
Radnor Capital Management
Pennsylvania
$1.1M -$2.59K -30 -0.2%
SS
595
Sunbelt Securities
Texas
$1.09M +$66.9K +774 +7%
BTI
596
Blue Trust Inc
Georgia
$1.09M -$203K -2,350 -17%
OFP
597
OFC Financial Planning
New Jersey
$1.08M
TFS
598
Thoroughbred Financial Services
Tennessee
$1.07M -$1.73M -19,978 -63%
HT
599
Heritage Trust
Oklahoma
$1.06M +$5.18K +60 +0.5%
PHIC
600
Pine Haven Investment Counsel
Massachusetts
$1.06M

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.