IWR icon

iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,419 hedge funds and large institutions have $34.4B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 443 increasing their positions, 467 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+64
Holders Change %
+4.72%
% of All Funds
19.03%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
133
Increased
443
Reduced
467
Closed
47
Calls
$14.5M
Puts
$2.04M
Net Calls
+$12.5M
Net Calls Change
+$15.7M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$382M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$294M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$173M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.1M
5
Wells Fargo
Wells Fargo
California
+$84.7M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$497M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$352M
3
Bank of America
Bank of America
North Carolina
-$151M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$55.3M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
976
McClarren Financial Advisors
Pennsylvania
$358K +$350K +3,805 +4,476%
GPA
977
Guidance Point Advisors
Massachusetts
$358K +$184 +2 +0.1%
TWM
978
Tanager Wealth Management
United Kingdom
$357K – – –
VNA
979
Valley National Advisers
Pennsylvania
$357K – – –
LWMNY
980
Landmark Wealth Management (New York)
New York
$354K +$11.2K +122 +3%
BWP
981
Bernardo Wealth Planning
Pennsylvania
$353K – – –
WW
982
Waterfront Wealth
Kansas
$352K +$92 +1 +0%
PPW
983
PACK Private Wealth
Minnesota
$352K – – –
FA
984
Financial Alternatives
California
$351K – – –
EA
985
Eclectic Associates
California
$350K – – –
OL
986
Optas LLC
Texas
$349K -$26K -283 -7%
VFG
987
V2 Financial group
Illinois
$349K – – –
FAI
988
Fiduciary Advisors Inc
Missouri
$349K +$292K +3,180 +520%
EWM
989
Evermay Wealth Management
Virginia
$348K – – –
CAM
990
CPA Asset Management
Florida
$348K – – –
CFS
991
CRA Financial Services
New Jersey
$347K -$30.4K -330 -8%
EL
992
EWA LLC
Pennsylvania
$346K +$346K +3,764 New
AEPWM
993
Atlantic Edge Private Wealth Management
Florida
$346K -$73.6K -800 -18%
RWM
994
Rockwood Wealth Management
Pennsylvania
$344K – – –
MMPW
995
Mitchell McLeod Pugh & Williams
Alabama
$342K – – –
WCM
996
Winthrop Capital Management
Indiana
$342K – – –
ICM
997
IMS Capital Management
Oregon
$340K – – –
JWM
998
JGP Wealth Management
Oregon
$339K +$27.3K +297 +9%
LIA
999
LBMC Investment Advisors
Tennessee
$336K +$4.6K +50 +1%
AFTS
1000
American Financial & Tax Strategies
New York
$336K -$12.2K -133 -4%
38 39
40
41 42