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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
CCG
601
Cypress Capital Group
Florida
$1.05M -$400K -4,625 -29%
IFG
602
Independent Financial Group
California
$1.05M +$34.8K +403 +4%
JWM
603
Jupiter Wealth Management
Colorado
$1.05M
IAS
604
Insigneo Advisory Services
Florida
$1.05M +$114K +1,316 +13%
TFA
605
TPG Financial Advisors
Oregon
$1.04M +$393K +4,551 +67%
MAV
606
Mason & Associates (Virginia)
Virginia
$1.04M -$73.7K -853 -7%
CCWM
607
Cassaday & Co Wealth Management
Virginia
$1.04M
MLA
608
My Legacy Advisors
Oregon
$1.04M +$956K +11,066 New
BEI
609
Benjamin Edwards Inc
Missouri
$1.04M -$220K -2,541 -18%
OSAM
610
O'Shaughnessy Asset Management
Connecticut
$1.04M -$118K -1,366 -11%
BBHC
611
Brown Brothers Harriman & Co
New York
$1.03M +$30.7K +355 +3%
PA
612
Prossimo Advisors
California
$1.02M +$962K +11,142 New
UWM
613
USAdvisors Wealth Management
Minnesota
$1.01M +$2.16K +25 +0.2%
WPW
614
Waldron Private Wealth
Pennsylvania
$1M
CAM
615
Columbia Asset Management
Michigan
$1,000K
LGW
616
Leslie Global Wealth
Illinois
$995K +$31.6K +366 +4%
BHIA
617
Birch Hill Investment Advisors
Massachusetts
$994K -$1.73K -20 -0.2%
CCMG
618
Clark Capital Management Group
Pennsylvania
$992K -$43.7K -506 -4%
BCM
619
Brasada Capital Management
Texas
$985K -$55K -637 -6%
FPAS
620
Focus Partners Advisor Solutions
Missouri
$984K -$75.2K -870 -8%
CCWA
621
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$982K
FIA
622
Foundations Investment Advisors
Arizona
$982K +$128K +1,476 +16%
HIA
623
Harbor Investment Advisory
Maryland
$982K
PS
624
Pinney & Scofield
Massachusetts
$975K
Neuberger Berman Group
625
Neuberger Berman Group
New York
$973K -$1.12M -12,938 -55%

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.