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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
CW
676
Curio Wealth
Maryland
$823K +$772K +8,942 +89,420%
IF
677
Ironwood Financial
Arizona
$820K
EWM
678
Empirical Wealth Management
Washington
$820K -$35.5K -411 -4%
PFWA
679
Paces Ferry Wealth Advisors
Georgia
$817K +$950 +11 +0.1%
BWM
680
Baron Wealth Management
Michigan
$815K -$4.41K -51 -0.6%
RIG
681
RiverFront Investment Group
Virginia
$813K -$173K -2,003 -18%
SSWM
682
Smith Salley Wealth Management
North Carolina
$812K -$19.4K -224 -2%
BFIM
683
Beese Fulmer Investment Management
Ohio
$804K +$81.2K +940 +12%
AFP
684
Ausdal Financial Partners
Iowa
$804K +$5.7K +66 +0.8%
VPIM
685
Vanguard Personalized Indexing Management
California
$804K -$368K -4,255 -33%
MCM
686
Mill Capital Management
North Carolina
$802K
LFG
687
Larson Financial Group
Missouri
$801K +$143K +1,661 +24%
BLC
688
Brown, Lisle/Cummings
Rhode Island
$800K
GS
689
GWN Securities
Florida
$799K -$1.11M -12,855 -60%
FBB
690
Fulton Breakefield Broenniman
Maryland
$798K +$7.34K +85 +1%
IAG
691
Investment Advisory Group
Massachusetts
$795K
NLP
692
Next Level Private
New York
$794K +$2.07K +24 +0.3%
AC
693
AlphaCore Capital
California
$787K +$495K +5,735 +203%
NA
694
Nordwand Advisors
Pennsylvania
$785K +$737K +8,535 New
PWS
695
Precision Wealth Strategies
Missouri
$785K
SPC
696
Spirepoint Private Client
Florida
$783K
FFB
697
First Financial Bankshares
Texas
$781K
MA
698
MCF Advisors
Kentucky
$780K +$173 +2 +0%
WS
699
Wedbush Securities
California
$778K -$12.8K -148 -2%
SC
700
Sapient Capital
Indiana
$776K +$1.21K +14 +0.2%

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.