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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
WWM
701
Western Wealth Management
Colorado
$775K +$55.8K +646 +8%
BBA
702
BLB&B Advisors
Pennsylvania
$772K
GWS
703
Glassman Wealth Services
Virginia
$772K -$4.49K -52 -0.6%
RPGK
704
Retirement Planning Group (Kansas)
Kansas
$770K -$3.37K -39 -0.5%
BIM
705
Baldwin Investment Management
Pennsylvania
$769K
SCI
706
S&CO Inc
Massachusetts
$767K
BW
707
BIP Wealth
Georgia
$765K +$2.59K +30 +0.4%
PCP
708
Proficio Capital Partners
Massachusetts
$763K -$1.76M -20,415 -71%
GC
709
Grimes & Company
Massachusetts
$762K -$207K -2,395 -22%
ESB
710
Essex Savings Bank
Connecticut
$758K -$27.3K -316 -4%
MWM
711
Mission Wealth Management
California
$757K +$2.07K +24 +0.3%
SFP
712
Shepherd Financial Partners
Massachusetts
$757K -$6.05K -70 -0.8%
ONST
713
Old North State Trust
North Carolina
$756K +$711K +8,225 New
BBL
714
Beck Bode LLC
Massachusetts
$755K -$62.7K -726 -8%
MC
715
Moors & Cabot
Massachusetts
$752K -$34.8K -403 -5%
TCA
716
Transcend Capital Advisors
New Jersey
$750K -$36.8K -426 -5%
FA
717
Fiduciary Alliance
South Carolina
$747K -$86.3K -999 -11%
DIA
718
Dana Investment Advisors
Wisconsin
$745K +$17.3K +200 +3%
BFA
719
Beaumont Financial Advisors
Massachusetts
$742K -$6.74K -78 -1%
TWA
720
TCI Wealth Advisors
Arizona
$742K +$29.3K +339 +4%
W
721
Wealthquest
Ohio
$737K -$77.1K -893 -10%
RCAG
722
Rehmann Capital Advisory Group
Michigan
$736K +$308K +3,568 +80%
PGAM
723
Princeton Global Asset Management
New Jersey
$732K
RZH
724
Relyea Zuckerberg Hanson
Connecticut
$731K +$396K +4,587 +137%
SEIA
725
Signature Estate & Investment Advisors
California
$729K -$71.3K -825 -9%

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.