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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
AUB
51
Atlantic Union Bankshares
Virginia
$74.1M +$4.33M +50,159 +7%
CA
52
Clearstead Advisors
Ohio
$70.4M -$1.04M -12,079 -2%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$70.3M +$43M +497,601 +186%
CCA
54
Catalyst Capital Advisors
New York
$67.4M -$3.62M -41,962 -5%
MRC
55
Millburn Ridgefield Corp
New York
$67.4M -$3.62M -41,962 -5%
ICMARC
56
International City Management Association Retirement Corp
District of Columbia
$64.6M
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$62.9M -$9.77M -113,107 -14%
BPWM
58
Badgley Phelps Wealth Managers
Washington
$60.2M +$1.66M +19,198 +3%
Franklin Resources
59
Franklin Resources
California
$59.9M -$3.48M -40,297 -6%
CBB
60
Citizens Business Bank
California
$59.3M +$1.63M +18,915 +3%
Osaic Holdings
61
Osaic Holdings
Arizona
$55.6M +$11.9M +138,017 +30%
MFIM
62
Mesirow Financial Investment Management
Illinois
$50.3M -$49.4M -572,282 -51%
Comerica Bank
63
Comerica Bank
Texas
$50.1M -$3.28K -38 -0%
HighTower Advisors
64
HighTower Advisors
Illinois
$48M +$1.53M +17,724 +4%
HNB
65
Huntington National Bank
Ohio
$47M
SYBT
66
Stock Yards Bank & Trust
Kentucky
$46.1M +$1.14M +13,187 +3%
FFA
67
First Foundation Advisors
California
$46M -$85.5K -990 -0.2%
CTB
68
Country Trust Bank
Illinois
$45.5M +$305K +3,530 +0.7%
SPIA
69
Steward Partners Investment Advisory
New York
$44.3M +$142K +1,641 +0.3%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$43.9M +$588K +6,804 +1%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$43M +$998K +11,551 +3%
M&T Bank
72
M&T Bank
New York
$41.5M -$2.86M -33,141 -7%
DWM
73
Dakota Wealth Management
Florida
$40.5M -$1.03M -11,887 -3%
MCM
74
MAI Capital Management
Ohio
$40M +$4.77M +55,174 +15%
Corient Private Wealth
75
Corient Private Wealth
Florida
$38.8M -$40M -462,691 -52%

IWR Hedge Fund Activity: Q2 2025 in Review

1,440 of the 7,595 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.