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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
GLA
851
Good Life Advisors
Pennsylvania
$506K +$123K +1,428 +35%
BWA
852
Blodgett Wealth Advisors
California
$503K
FCM
853
Fourpath Capital Management
Oklahoma
$503K
CSC
854
Caldwell Sutter Capital
California
$503K -$17.3K -200 -4%
JPWM
855
Jamison Private Wealth Management
Georgia
$501K
RFA
856
Register Financial Advisors
Georgia
$501K +$9.42K +109 +2%
FHA
857
Flagship Harbor Advisors
Massachusetts
$499K -$9.24K -107 -2%
IDBONY
858
Israel Discount Bank of New York
New York
$498K -$61.9K -717 -12%
WRPWM
859
Werba Rubin Papier Wealth Management
California
$497K +$467K +5,408 New
GKIM
860
GW&K Investment Management
Massachusetts
$495K +$21.4K +248 +5%
WMA
861
William Mack & Associates
Michigan
$493K +$1.3K +15 +0.3%
FNBTCON
862
First National Bank & Trust Co of Newtown
Pennsylvania
$491K
AWA
863
Arbor Wealth Advisors
Michigan
$491K
HCA
864
Harbour Capital Advisors
Virginia
$490K
ET
865
Equitable Trust
Tennessee
$490K -$11.1K -128 -2%
EWA
866
Encompass Wealth Advisors
Oregon
$488K +$1.12K +13 +0.2%
IF
867
Intrua Financial
Texas
$487K
BPWM
868
BCS Private Wealth Management
New Jersey
$485K +$455K +5,270 New
CA
869
CoreCap Advisors
Michigan
$483K +$5.62K +65 +1%
IAIM
870
International Assets Investment Management
Florida
$482K -$74.5K -862 -14%
AssetMark Inc
871
AssetMark Inc
California
$477K +$177K +2,053 +65%
CNTOF
872
Canandaigua National Trust of Florida
New York
$476K -$1.73K -20 -0.4%
SCM
873
SOL Capital Management
Maryland
$476K
HCC
874
Hirtle Callaghan & Co
Pennsylvania
$473K
AWM
875
AAF Wealth Management
Massachusetts
$473K -$19.9K -230 -4%

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.