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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
NRI
951
NFP Retirement Inc
California
$391K +$11.2K +130 +3%
CBOR
952
Community Bank of Raymore
Missouri
$389K
MIM
953
MTM Investment Management
South Carolina
$389K
FDCDDQ
954
Federation des caisses Desjardins du Quebec
Quebec, Canada
$388K
BFG
955
Bouchey Financial Group
New York
$388K
EPW
956
Endeavor Private Wealth
Kansas
$388K +$10.1K +117 +3%
MOS
957
MGO One Seven
Ohio
$388K -$133K -1,538 -27%
BWA
958
BlueChip Wealth Advisors
Georgia
$388K
CCT
959
Capital City Trust
Florida
$388K
NIM
960
Northeast Investment Management
Massachusetts
$387K -$14.3K -166 -4%
Prudential Financial
961
Prudential Financial
New Jersey
$386K -$320K -3,700 -47%
CCM
962
Colorado Capital Management
Colorado
$386K
CCC
963
Compass Capital Corp
Massachusetts
$386K +$360K +4,162 New
DWAM
964
Duncan Williams Asset Management
Tennessee
$385K -$432 -5 -0.1%
BZWA
965
Blue Zone Wealth Advisors
California
$384K +$3.11K +36 +0.9%
TC
966
Trust Company
Kansas
$384K -$76K -880 -17%
ST
967
Sentinel Trust
Texas
$383K
VCM
968
Versant Capital Management
Arizona
$381K
HPC
969
HM Payson & Co
Maine
$378K +$15.7K +182 +5%
KFP
970
KMG Fiduciary Partners
Ohio
$378K +$864 +10 +0.2%
BAAM
971
Baker Avenue Asset Management
California
$378K +$5.7K +66 +2%
AF
972
Arrow Financial
New York
$375K
LFS
973
Lutz Financial Services
Nebraska
$374K
AWM
974
Aprio Wealth Management
Georgia
$373K +$1.04K +12 +0.3%
SMI
975
Shelter Mutual Insurance
Missouri
$372K +$350K +4,050 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.