We are live on ! Find out more
IWR icon

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
LI
876
LMCG Investments
Massachusetts
$472K
CAG
877
Crestwood Advisors Group
Massachusetts
$472K +$166K +1,923 +60%
BWA
878
Bordeaux Wealth Advisors
California
$471K
DFC
879
DBK Financial Counsel
Ohio
$470K
FWI
880
Facet Wealth Inc
Maryland
$468K +$185K +2,137 +75%
GAA
881
Guardian Asset Advisors
Pennsylvania
$468K +$1.04K +12 +0.2%
NHT
882
New Hampshire Trust
New Hampshire
$466K
WC
883
Weil Company
California
$463K
AMCA
884
Arthur M. Cohen & Associates
Illinois
$462K +$691 +8 +0.2%
KPWG
885
KFA Private Wealth Group
Virginia
$462K -$9.33K -108 -2%
M1FG
886
Mach-1 Financial Group
Arkansas
$462K -$14.9K -172 -3%
JJBC
887
James J. Burns & Company
New York
$462K -$74.2K -859 -15%
EFG
888
Everhart Financial Group
Ohio
$461K
EGA
889
E&G Advisors
Texas
$460K
VR
890
Valued Retirements
Texas
$459K
CWM
891
Castle Wealth Management
Florida
$456K
NFC
892
Northeast Financial Consultants
Connecticut
$454K -$110K -1,276 -21%
MCM
893
M1 Capital Management
Michigan
$447K
FPW
894
Flagship Private Wealth
Massachusetts
$446K +$1.64K +19 +0.4%
FFC
895
First Financial Corp
Indiana
$445K
GSWM
896
Golden State Wealth Management
California
$444K +$20.7K +240 +5%
PL
897
Plancorp LLC
Missouri
$444K -$346 -4 -0.1%
CT
898
Colonial Trust
South Carolina
$444K
MA
899
Montag & Associates
Georgia
$442K -$169K -1,960 -29%
CI
900
Clal Insurance
Israel
$442K

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.