IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,355 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 429 increasing their positions, 484 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
-42
Holders Change %
-3.01%
% of All Funds
18.41%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.84%
New
92
Increased
429
Reduced
484
Closed
99
Calls
$9.38M
Puts
$12.6M
Net Calls
-$3.26M
Net Calls Change
-$15.2M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$5.63B
2
Wells Fargo
Wells Fargo
California
$3.26B
3
Morgan Stanley
Morgan Stanley
New York
$856M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$682M

Top Sellers

1
CW
Curio Wealth
Maryland
$858K
2
Ameriprise
Ameriprise
Minnesota
$297M
3
HNB
Huntington National Bank
Ohio
$44.9M
4
LLWM
Life Line Wealth Management
California
$3.11M
5
SNB
Security National Bank
Nebraska
$30.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Gilbert & Cook
Iowa
$33.7M -$5.47M -64,345 -14%
WANY
77
Wealthspire Advisors (New York)
New York
$33.6M +$18.1M +212,463 +116%
AF
78
Alerus Financial
North Dakota
$33.4M -$248K -2,911 -0.7%
RWA
79
River Wealth Advisors
Pennsylvania
$33.3M +$640K +7,518 +2%
MCM
80
MAI Capital Management
Ohio
$32.3M +$190K +2,236 +0.6%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$31.9M +$1.99M +23,447 +7%
BlackRock
82
BlackRock
New York
$31.9M +$6.68M +78,473 +26%
CT
83
Coastline Trust
Rhode Island
$30M +$1.56M +18,367 +5%
Kayne Anderson Rudnick Investment Management
84
Kayne Anderson Rudnick Investment Management
California
$30M -$5.71M -67,100 -16%
SIA
85
Stegner Investment Associates
Kentucky
$28.1M +$822K +9,668 +3%
CIG
86
Consolidated Investment Group
Colorado
$27.5M -$1.68M -19,720 -6%
Brown Advisory
87
Brown Advisory
Maryland
$27.1M +$56K +658 +0.2%
MML Investors Services
88
MML Investors Services
Massachusetts
$26.8M -$895K -10,517 -3%
DADC
89
D.A. Davidson & Co
Montana
$26.8M +$760K +8,931 +3%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$26.5M +$386K +4,206 +1%
CCM
91
Coldstream Capital Management
Washington
$25.9M -$110K -1,293 -0.4%
TCBWMS
92
Texas Capital Bank Wealth Management Services
Texas
$24.7M -$5.52M -64,925 -18%
WSFS
93
Wilmington Savings Fund Society
Delaware
$24.3M -$192K -2,256 -0.8%
Stifel Financial
94
Stifel Financial
Missouri
$23.5M +$1.18M +13,915 +5%
HFS
95
Hantz Financial Services
Michigan
$23.1M +$698K +8,204 +3%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$22.7M +$3.32M +38,999 +17%
SIC
97
Sigma Investment Counselors
Michigan
$22.5M -$1.79K -21 -0%
XF
98
XML Financial
Maryland
$21.9M -$1.37M -16,120 -6%
RFC
99
Regions Financial Corp
Alabama
$21.5M +$730K +8,578 +4%
BPA
100
Beacon Pointe Advisors
California
$21M +$2.18M +25,579 +12%
2 3
4
5 6