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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
PL
651
Parthenon LLC
Kentucky
$896K -$50.1K -580 -6%
CIA
652
Capital Investment Advisors
Georgia
$889K -$223K -2,577 -21%
HSWS
653
Higgins & Schmidt Wealth Strategies
Colorado
$886K +$832K +9,633 New
JIP
654
Jaffetilchin Investment Partners
Florida
$883K +$3.8K +44 +0.5%
STAS
655
Strong Tower Advisory Services
Minnesota
$883K
VPP
656
Vertex Planning Partners
Illinois
$875K +$8.55K +99 +1%
UF
657
Univest Financial
Pennsylvania
$875K -$69.5K -804 -8%
GWANC
658
Guardian Wealth Advisors (North Carolina)
North Carolina
$874K +$44.6K +516 +6%
NSIM
659
North Star Investment Management
Illinois
$873K
AIA
660
Armor Investment Advisors
North Carolina
$872K -$2.16K -25 -0.3%
CWP
661
Cyndeo Wealth Partners
Florida
$871K +$20K +232 +3%
PMFA
662
Plante Moran Financial Advisors
Michigan
$868K +$53K +614 +7%
BFA
663
Beacon Financial Advisory
Ohio
$867K +$8.9K +103 +1%
SWM
664
Selective Wealth Management
Virginia
$857K
MF
665
Montis Financial
Massachusetts
$853K -$189K -2,187 -19%
KCM
666
Kanawha Capital Management
Virginia
$853K -$10.4K -120 -1%
Qube Research & Technologies (QRT)
667
Qube Research & Technologies (QRT)
United Kingdom
$851K +$682K +7,895 +581%
ANBT
668
American National Bank & Trust
Texas
$848K +$51.8K +600 +7%
WDG
669
Wealth Dimensions Group
Ohio
$844K -$6.22K -72 -0.8%
AWA
670
AmeriServ Wealth Advisors
Pennsylvania
$841K +$5.27K +61 +0.7%
HAP
671
Harbor Asset Planning
Massachusetts
$838K +$787K +9,111 New
MCM
672
MidAtlantic Capital Management
Virginia
$832K -$10.2K -118 -1%
V
673
ViaWealth
Kansas
$829K
CFFP
674
Center for Financial Planning
Michigan
$828K +$8.64K +100 +1%
LP
675
LGL Partners
Pennsylvania
$826K +$2.25K +26 +0.3%

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.