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
CWP
926
Corepath Wealth Partners
Arizona
$420K +$387K +4,479 New
PWM
927
PBMares Wealth Management
Virginia
$419K
RWA
928
Redhawk Wealth Advisors
Minnesota
$418K +$11.5K +133 +3%
MAM
929
MWA Asset Management
Massachusetts
$417K -$42.8K -495 -10%
KWMG
930
King Wealth Management Group
Florida
$416K
IWA
931
Invera Wealth Advisors
Oregon
$416K -$2.42K -28 -0.6%
PFGIA
932
Patriot Financial Group Insurance Agency
Massachusetts
$412K +$20.2K +234 +6%
Deutsche Bank
933
Deutsche Bank
Germany
$412K -$25.1K -290 -6%
BA
934
Bridgewater Advisors
New York
$409K
HWM
935
Hohimer Wealth Management
Washington
$409K
Members Trust
936
Members Trust
Florida
$409K +$384K +4,449 New
CCA
937
Checchi Capital Advisers
California
$409K -$27K -312 -7%
IPW
938
Impact Partnership Wealth
Georgia
$408K -$82.2K -951 -18%
BTD
939
BankPlus Trust Department
Mississippi
$408K
KP
940
Keel Point
Alabama
$408K +$383K +4,434 New
WP
941
WealthShield Partners
North Carolina
$407K +$34.1K +395 +10%
AA
942
Advisory Alpha
Michigan
$406K +$7.6K +88 +2%
HCM
943
HMS Capital Management
Tennessee
$404K
IA
944
IFG Advisory
Georgia
$401K +$74.2K +859 +25%
AAS
945
Ameritas Advisory Services
Nebraska
$399K -$667K -7,717 -64%
BB
946
Bell Bank
North Dakota
$398K
TI
947
Truepoint Inc
Ohio
$397K
VAG
948
VisionPoint Advisory Group
Texas
$395K +$371K +4,299 New
LWMM
949
Legacy Wealth Management (Mississippi)
Mississippi
$394K -$567K -6,565 -61%
RA
950
RFG Advisory
Alabama
$392K +$39K +451 +12%

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.