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iShares Russell Mid-Cap ETF

1,583 hedge funds and large institutions have $48.1B invested in iShares Russell Mid-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 504 increasing their positions, 504 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,704% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $562K

169% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 52

18% more capital invested

Capital invested by funds: $40.7B → $48.1B (+$7.4B)

4% more funds holding

Funds holding: 1,5201,583 (+63)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 504

6.6% less ownership

Funds ownership: 85.56%78.96% (-6.6%)

Holders
1,583
Holders Change
+63
Holders Change %
+4.14%
% of All Funds
19.12%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
140
Increased
504
Reduced
504
Closed
52
Calls
$10.1M
Puts
$562K
Net Calls
+$9.58M
Net Calls Change
+$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$92.5M -$2.73M -25,920 -3%
CCA
52
Catalyst Capital Advisors
New York
$84.8M
MRC
53
Millburn Ridgefield Corp
New York
$84.8M
CA
54
Clearstead Advisors
Ohio
$84.1M -$657K -6,248 -0.8%
FMI
55
Factory Mutual Insurance
Massachusetts
$83.7M
ICMARC
56
International City Management Association Retirement Corp
District of Columbia
$77.5M
NP
57
NorthRock Partners
Minnesota
$75.1M -$2.87M -27,291 -4%
Franklin Resources
58
Franklin Resources
California
$73.6M +$122K +1,161 +0.2%
CBB
59
Citizens Business Bank
California
$70M -$1.69M -16,108 -2%
SYBT
60
Stock Yards Bank & Trust
Kentucky
$64.7M +$3.48M +33,057 +6%
FFA
61
First Foundation Advisors
California
$64.3M +$3.09M +29,403 +5%
SPIA
62
Steward Partners Investment Advisory
New York
$62.8M +$1.62M +15,435 +3%
RSWM
63
Robertson Stephens Wealth Management
California
$62.4M +$26.3M +250,016 +79%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$61.9M +$905K +8,603 +2%
MFIM
65
Mesirow Financial Investment Management
Illinois
$61M -$60.3M -573,058 -51%
Corient Private Wealth
66
Corient Private Wealth
Florida
$59.4M +$5.3M +50,359 +10%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$58.2M +$1.88M +17,896 +4%
AFG
68
Albion Financial Group
Utah
$57.4M -$35.5M -337,428 -39%
BPWM
69
Badgley Phelps Wealth Managers
Washington
$57.3M -$17.9M -170,515 -25%
MCM
70
MAI Capital Management
Ohio
$55.3M +$6.5M +61,822 +14%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$54.5M -$2.7M -25,645 -5%
HighTower Advisors
72
HighTower Advisors
Illinois
$54M -$1.9M -18,059 -4%
RWA
73
River Wealth Advisors
Pennsylvania
$51.2M +$1.44M +13,704 +3%
Kayne Anderson Rudnick Investment Management
74
Kayne Anderson Rudnick Investment Management
California
$50.4M -$28.3M -268,653 -37%
HNB
75
Huntington National Bank
Ohio
$48.8M -$20.6K -196 -5%

IWR Hedge Fund Activity: Q2 2026 in Review

1,583 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2026, worth a combined $48.1B — up 18% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IWR positions and 52 closed out — a net gain of 88 holders — while 504 added to existing stakes and 504 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $703M. The largest seller was Mesirow Financial Investment Management, cutting an estimated $60.3M.

  • 1,583 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2026, up from 1,520 in Q1 2026.
  • Funds reported $48.1B of iShares Russell Mid-Cap ETF stock for Q2 2026, up 18% quarter-over-quarter.
  • 140 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2026 and 52 closed out, a net change of +88 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $703M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q2 2026 was Mesirow Financial Investment Management, an estimated $60.3M sold.

Based on aggregated 13F filings for Q2 2026.