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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
CAMG
751
CWA Asset Management Group
Florida
$669K +$372K +4,305 +145%
IIA
752
ICW Investment Advisors
Arizona
$669K -$3.63K -42 -0.6%
GSEP
753
Golden State Equity Partners
California
$668K -$1.04K -12 -0.2%
FFP
754
FourThought Financial Partners
Florida
$668K
BAMG
755
Brand Asset Management Group
Missouri
$667K +$113K +1,306 +22%
MAM
756
Madison Asset Management
Wisconsin
$662K -$611K -7,076 -50%
TSW
757
Thompson Siegel & Walmsley
Virginia
$659K
GWM
758
Greenhouse Wealth Management
Connecticut
$656K +$1.81K +21 +0.3%
CG
759
Cynosure Group
Utah
$656K -$187K -2,162 -23%
HAIM
760
Hunter Associates Investment Management
Pennsylvania
$656K +$173 +2 +0%
TP
761
Tranquility Partners
Tennessee
$655K +$5.27K +61 +0.9%
ST
762
Smithfield Trust
Pennsylvania
$651K
SIM
763
Stratos Investment Management
Ohio
$649K +$432 +5 +0.1%
FCFC
764
First Commonwealth Financial Corp
Pennsylvania
$649K -$16.1K -186 -3%
BFPW
765
BOK Financial Private Wealth
Colorado
$648K -$518 -6 -0.1%
AP
766
Americana Partners
Texas
$648K +$609K +7,050 New
CWM
767
Cranbrook Wealth Management
Michigan
$646K
AC
768
Anson Capital
Georgia
$638K
BMC
769
Bear Mountain Capital
Washington
$637K
MWM
770
McNaughton Wealth Management
California
$634K -$3.71K -43 -0.6%
FPB
771
First PREMIER Bank
South Dakota
$632K -$4.41K -51 -0.7%
CAL
772
Capital Analysts LLC
Pennsylvania
$629K -$7.43K -86 -1%
BA
773
Ballew Advisors
Mississippi
$626K +$259 +3 +0%
TNB
774
Thomasville National Bank
Georgia
$625K -$7.95K -92 -1%
MAWA
775
Moss Adams Wealth Advisors
Washington
$624K -$4.49K -52 -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.