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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
LDB
726
Lee, Danner & Bass
Tennessee
$729K +$15.1K +175 +2%
MLL
727
Moody Lynn & Lieberson
Massachusetts
$727K
WFA
728
Wellspring Financial Advisors
Ohio
$725K +$460K +5,325 +208%
FFM
729
Flagstone Financial Management
Nebraska
$719K -$4.06K -47 -0.6%
FA
730
Fermata Advisors
California
$719K -$9.93K -115 -1%
B
731
Bensler
Washington
$717K +$86 +1 +0%
BCM
732
Buckhead Capital Management
Georgia
$717K
OSNBOA
733
Old Second National Bank of Aurora
Illinois
$716K
AWM
734
Avior Wealth Management
Nebraska
$714K -$331K -3,837 -33%
CBT
735
Central Bank & Trust
Kentucky
$713K -$28.2K -327 -4%
FDCP
736
Foster Dykema Cabot & Partners
Massachusetts
$712K
SIAS
737
Summit Investment Advisory Services
Minnesota
$707K +$86 +1 +0%
BFA
738
Bragg Financial Advisors
North Carolina
$704K -$1.38K -16 -0.2%
JFA
739
JNBA Financial Advisors
Minnesota
$699K
DWP
740
Destiny Wealth Partners
Florida
$698K -$1.73K -20 -0.3%
Empower Advisory Group
741
Empower Advisory Group
Colorado
$696K +$116K +1,345 +22%
IWP
742
Invenio Wealth Partners
Florida
$692K +$232K +2,691 +56%
GL
743
Graypoint LLC
New York
$689K -$135K -1,559 -17%
CT
744
Caldwell Trust
Florida
$688K +$69.1K +800 +12%
BWA
745
BlueSky Wealth Advisors
North Carolina
$688K
CAC
746
Certified Advisory Corp
Florida
$687K +$4.23K +49 +0.7%
BFW
747
Brady Family Wealth
Missouri
$681K
AWM
748
Angeles Wealth Management
California
$671K
WLPWM
749
Walled Lake Planning & Wealth Management
Illinois
$671K -$120K -1,386 -16%
CCP
750
Cassia Capital Partners
North Carolina
$670K -$4.92K -57 -0.8%

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.