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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
BSB
801
Bangor Savings Bank
Maine
$577K -$3.97K -46 -0.7%
AWG
802
Altus Wealth Group
Colorado
$576K -$206K -2,385 -28%
AA
803
Alesco Advisors
New York
$570K
CF
804
Centaurus Financial
California
$570K +$13.4K +155 +3%
VFIC
805
Valley Forge Investment Consultants
Pennsylvania
$569K
WCM
806
Windsor Capital Management
Arizona
$567K
WWP
807
Wise Wealth Partners
Arizona
$567K +$232K +2,686 +77%
HCM
808
Hollencrest Capital Management
California
$563K
FFM
809
Forum Financial Management
Illinois
$561K
SIC
810
Sterling Investment Counsel
New York
$560K +$526K +6,093 New
SA
811
Sovran Advisors
California
$557K -$3.71K -43 -0.7%
FNT
812
First Nebraska Trust
Nebraska
$556K
RCM
813
Richardson Capital Management
Wisconsin
$552K
FAT
814
First American Trust
California
$551K
MA
815
MJP Associates
Connecticut
$551K +$11.7K +136 +2%
EIA
816
Edgemoor Investment Advisors
Maryland
$548K
Allspring Global Investments
817
Allspring Global Investments
North Carolina
$547K +$119K +1,377 +30%
FWIA
818
Fort Washington Investment Advisors
Ohio
$547K -$23.8K -275 -4%
PNC
819
Park National Corp
Ohio
$546K
SAS
820
SMI Advisory Services
Indiana
$546K -$20.8K -241 -4%
BI
821
Bolthouse Investments
California
$544K
BPC
822
Bearing Point Capital
Minnesota
$544K -$62.2K -720 -11%
BCM
823
Brookstone Capital Management
Illinois
$543K +$117K +1,351 +30%
VIA
824
Vickerman Investment Advisors
Washington
$543K
QCM
825
QRG Capital Management
Illinois
$543K +$36.5K +422 +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.