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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
LSPW
901
Lake Street Private Wealth
Illinois
$440K -$53.6K -620 -11%
RhumbLine Advisers
902
RhumbLine Advisers
Massachusetts
$439K -$1.01M -11,640 -71%
NCM
903
NCM Capital Management
New Jersey
$437K
STA
904
Summit Trail Advisors
New York
$437K +$410K +4,747 New
I
905
InvesTrust
Oklahoma
$436K
JFG
906
Jefferies Financial Group
New York
$436K
BWP
907
Burling Wealth Partners
Illinois
$435K -$19.4K -225 -5%
CTA
908
Colonial Trust Advisors
South Carolina
$435K
Betterment LLC
909
Betterment LLC
New York
$434K -$12.2K -141 -3%
LFA
910
Legacy Financial Advisors
Kentucky
$434K
HFP
911
Holistic Financial Partners
Indiana
$433K
SP
912
Stonebrook Private
Michigan
$433K
LFG
913
Lockerman Financial Group
California
$433K +$407K +4,710 New
BIG
914
Brooklyn Investment Group
New York
$433K +$465K +5,380 +341%
4WM
915
49 Wealth Management
Texas
$432K +$1.21K +14 +0.3%
FMTCOCP
916
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$432K
CB
917
Cadence Bank
Mississippi
$432K -$1.3K -15 -0.3%
RFA
918
Resurgent Financial Advisors
Georgia
$430K +$404K +4,675 New
BFM
919
Broadview Financial Management
Wisconsin
$430K -$3.89K -45 -1%
AFA
920
Antonelli Financial Advisors
Michigan
$428K -$4.49K -52 -1%
FCA
921
Fortis Capital Advisors
Kansas
$428K -$68.5K -793 -15%
SF
922
Summit Financial
New Jersey
$427K +$113K +1,309 +39%
LNB
923
Ledyard National Bank
$425K -$4.32K -50 -1%
CKAIS
924
Christensen King & Associates Investment Services
Washington
$425K +$173 +2 +0%
AF
925
Advisornet Financial
Minnesota
$423K +$33.3K +386 +9%

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.