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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
SI
76
Stephens Inc
Arkansas
$38.1M +$1.05M +12,173 +3%
RWA
77
River Wealth Advisors
Pennsylvania
$37.1M +$1.03M +11,919 +3%
AF
78
Alerus Financial
North Dakota
$35.4M -$693K -8,027 -2%
WANY
79
Wealthspire Advisors (New York)
New York
$35.4M -$916K -10,604 -3%
WSFS
80
Wilmington Savings Fund Society
Delaware
$35.1M +$8.22M +95,187 +33%
GC
81
Gilbert & Cook
Iowa
$34.9M -$1.46M -16,845 -4%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$34.7M +$189K +2,189 +0.6%
CT
83
Coastline Trust
Rhode Island
$33.4M +$910K +10,529 +3%
SIA
84
Stegner Investment Associates
Kentucky
$32.8M +$2.25M +26,029 +8%
Kayne Anderson Rudnick Investment Management
85
Kayne Anderson Rudnick Investment Management
California
$32.4M -$39.3K -455 -0.1%
Brown Advisory
86
Brown Advisory
Maryland
$31.3M +$1.84M +21,307 +7%
MML Investors Services
87
MML Investors Services
Massachusetts
$30.8M +$1.71M +19,765 +6%
CIG
88
Consolidated Investment Group
Colorado
$29.7M
DADC
89
D.A. Davidson & Co
Montana
$28.7M -$193K -2,229 -0.7%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$28.6M -$331M -3,832,721 -92%
BlackRock
91
BlackRock
New York
$27.3M -$6.76M -78,304 -21%
CCM
92
Coldstream Capital Management
Washington
$26.9M -$1.05M -12,164 -4%
RFC
93
Regions Financial Corp
Alabama
$26.8M +$3.35M +38,819 +15%
KAS
94
Kestra Advisory Services
Texas
$26.7M +$5.09M +58,963 +25%
SIC
95
Sigma Investment Counselors
Michigan
$25.2M +$770K +8,918 +3%
HFS
96
Hantz Financial Services
Michigan
$24.6M -$303K -3,505 -1%
TCBWMS
97
Texas Capital Bank Wealth Management Services
Texas
$23.4M -$3.02M -34,931 -12%
Stifel Financial
98
Stifel Financial
Missouri
$23.1M -$2.21M -25,641 -9%
AWM
99
AE Wealth Management
Kansas
$23.1M +$2.78M +32,152 +15%
XF
100
XML Financial
Maryland
$23M -$629K -7,279 -3%

IWR Hedge Fund Activity: Q2 2025 in Review

1,440 of the 7,595 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.