We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF

1,583 hedge funds and large institutions have $48.1B invested in iShares Russell Mid-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 504 increasing their positions, 504 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,704% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $562K

169% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 52

18% more capital invested

Capital invested by funds: $40.7B → $48.1B (+$7.4B)

4% more funds holding

Funds holding: 1,5201,583 (+63)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 504

6.6% less ownership

Funds ownership: 85.56%78.96% (-6.6%)

Holders
1,583
Holders Change
+63
Holders Change %
+4.14%
% of All Funds
19.12%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
140
Increased
504
Reduced
504
Closed
52
Calls
$10.1M
Puts
$562K
Net Calls
+$9.58M
Net Calls Change
+$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$48.2M +$1.83M +17,427 +4%
WSFS
77
Wilmington Savings Fund Society
Delaware
$48.2M +$2.72M +25,861 +6%
UBS AM
78
UBS AM
Illinois
$48.1M +$6.31M +60,023 +16%
MMA
79
Miracle Mile Advisors
California
$47.8M -$838K -7,970 -2%
M&T Bank
80
M&T Bank
New York
$45.5M +$53K +504 +0.1%
SIA
81
Stegner Investment Associates
Kentucky
$45M -$1.36M -12,900 -3%
LEA
82
Legacy Edge Advisors
New York
$42.1M +$1.27M +12,064 +3%
CIG
83
Consolidated Investment Group
Colorado
$39.9M
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$39.9M +$16.4M +155,670 +76%
MML Investors Services
85
MML Investors Services
Massachusetts
$39.7M +$5.9M +56,081 +18%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$39.1M -$313K -2,973 -0.8%
Brown Advisory
87
Brown Advisory
Maryland
$39M -$2.11M -20,071 -5%
GC
88
Gilbert & Cook
Iowa
$37.6M -$480K -4,563 -1%
CT
89
Coastline Trust
Rhode Island
$37.3M -$169K -1,610 -0.5%
TIAA Trust, National Association
90
TIAA Trust, National Association
North Carolina
$35.8M -$511K -4,861 -1%
BPA
91
Beacon Pointe Advisors
California
$35.7M +$535K +5,086 +2%
DADC
92
D.A. Davidson & Co
Montana
$35.5M +$110K +1,042 +0.3%
AWM
93
AE Wealth Management
Kansas
$35.3M -$1.26M -11,964 -4%
MA
94
MCF Advisors
Kentucky
$35.1M +$80.5K +765 +0.2%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$34.8M +$1.61M +15,301 +5%
IB
96
Intrust Bank
Kansas
$34.2M +$3.88M +36,897 +14%
CWM
97
CCG Wealth Management
California
$33.1M +$1.93M +18,372 +7%
CIA
98
Concurrent Investment Advisors
Florida
$33M +$7.24M +68,822 +30%
HFS
99
Hantz Financial Services
Michigan
$32.5M +$1.04M +9,891 +3%
DWM
100
Dakota Wealth Management
Florida
$32.4M -$2.82M -26,779 -8%

IWR Hedge Fund Activity: Q2 2026 in Review

1,583 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2026, worth a combined $48.1B — up 18% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IWR positions and 52 closed out — a net gain of 88 holders — while 504 added to existing stakes and 504 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $703M. The largest seller was Mesirow Financial Investment Management, cutting an estimated $60.3M.

  • 1,583 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2026, up from 1,520 in Q1 2026.
  • Funds reported $48.1B of iShares Russell Mid-Cap ETF stock for Q2 2026, up 18% quarter-over-quarter.
  • 140 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2026 and 52 closed out, a net change of +88 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $703M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q2 2026 was Mesirow Financial Investment Management, an estimated $60.3M sold.

Based on aggregated 13F filings for Q2 2026.