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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
WPC
776
Wedmont Private Capital
Pennsylvania
$622K -$86 -1 -0%
AO
777
Advisor OS
Illinois
$620K +$11.7K +136 +2%
DFA
778
Davies Financial Advisors
California
$619K +$581K +6,728 New
CIC
779
Carnegie Investment Counsel
Ohio
$617K -$40.4K -468 -7%
TWP
780
Triad Wealth Partners
Kansas
$616K +$579K +6,702 New
ACA
781
Affinity Capital Advisors
California
$615K +$201K +2,330 +53%
CCFCSB
782
Cape Cod Five Cents Savings Bank
Massachusetts
$609K
SWM
783
SilverOak Wealth Management
Minnesota
$608K
OPCM
784
Osborne Partners Capital Management
California
$607K
HI
785
Harbour Investments
Wisconsin
$606K -$4.06K -47 -0.7%
VC
786
Veracity Capital
Georgia
$601K +$99.1K +1,147 +21%
SCTC
787
Sanibel Captiva Trust Company
Florida
$600K -$30.1K -349 -5%
ARG
788
Advisory Resource Group
Oklahoma
$594K -$10.9K -126 -2%
SWM
789
Segment Wealth Management
Texas
$593K
CWM
790
Cordatus Wealth Management
Pennsylvania
$591K -$2.68K -31 -0.5%
PP
791
Postrock Partners
Oregon
$586K -$1.12M -12,950 -67%
BHWM
792
Bar Harbor Wealth Management
New Hampshire
$584K +$14.3K +166 +3%
AMBIA
793
Allen Mooney & Barnes Investment Advisors
Georgia
$582K
IWB
794
Innovative Wealth Building
Maryland
$582K +$72.1K +835 +15%
EF
795
Empowered Funds
Pennsylvania
$581K +$546K +6,318 New
MC
796
Mathes Company
New York
$580K
HP
797
Holistic Planning
Texas
$578K +$209K +2,418 +62%
CL
798
CVFG LLC
Indiana
$577K +$18.6K +215 +4%
FB
799
First Bancorp
Maine
$577K
RWM
800
Reston Wealth Management
Virginia
$577K +$1.55K +18 +0.3%

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.