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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
PB
826
Pinnacle Bancorp
Nebraska
$541K -$139K -1,608 -21%
TCOTS
827
Trust Company of the South
North Carolina
$541K
FPCG
828
Forum Private Client Group
Indiana
$536K +$7.43K +86 +1%
KCM
829
Kendall Capital Management
Maryland
$533K +$501K +5,800 New
JIC
830
Joel Isaacson & Co
New York
$530K +$691 +8 +0.1%
KHCM
831
Kirtland Hills Capital Management
Ohio
$530K +$498K +5,767 New
FBC
832
Fairfield, Bush & Co
Connecticut
$530K -$432 -5 -0.1%
DAS
833
Dynamic Advisor Solutions
Arizona
$530K -$11.1K -128 -2%
MPCL
834
My Personal CFO LLC
Washington
$526K +$259 +3 +0.1%
FCH
835
Freestone Capital Holdings
Washington
$525K +$51.7K +598 +12%
WP
836
Westmount Partners
California
$525K
AFP
837
Alpha Financial Partners
Kentucky
$524K -$14.5K -168 -3%
PAM
838
Palisade Asset Management
Minnesota
$524K -$950 -11 -0.2%
CCP
839
Clarity Capital Partners
California
$522K
BAS
840
Brueske Advisory Services
Washington
$520K
NB
841
Nicolet Bankshares
Wisconsin
$519K +$3.46K +40 +0.7%
SWA
842
SFMG Wealth Advisors
Texas
$518K
MIM
843
Macroview Investment Management
Maryland
$517K +$30.1K +349 +7%
TFM
844
TFC Financial Management
Massachusetts
$515K
SCP
845
Stevens Capital Partners
Nebraska
$515K +$36.2K +419 +8%
SCA
846
Sandy Cove Advisors
Massachusetts
$513K -$55.4K -641 -10%
SL
847
Salomon & Ludwin
Virginia
$511K
PAS
848
PKS Advisory Services
New York
$510K -$9.68K -112 -2%
AQR Capital Management
849
AQR Capital Management
Connecticut
$509K +$478K +5,537 New
ACM
850
AlphaStar Capital Management
North Carolina
$508K +$478K +5,529 New

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.