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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
PWA
976
Phoenix Wealth Advisors
North Carolina
$368K
RW
977
REDW Wealth
New Mexico
$368K
IWMA
978
Ironwood Wealth Management (Arizona)
Arizona
$368K -$80.5K -932 -19%
ABC
979
Associated Banc-Corp
Wisconsin
$368K -$42.1K -487 -11%
APP
980
Avantax Planning Partners
Iowa
$364K
PWA
981
Prairie Wealth Advisors
Nebraska
$364K
MFG
982
Magnus Financial Group
New York
$363K -$5.79K -67 -2%
SWA
983
Sax Wealth Advisors
New Jersey
$362K +$16K +185 +5%
FAIM
984
Financial Advocates Investment Management
Washington
$359K -$165K -1,912 -33%
FNA
985
First National Advisers
Nebraska
$359K
MFA
986
McClarren Financial Advisors
Pennsylvania
$358K +$329K +3,805 +4,476%
GPA
987
Guidance Point Advisors
Massachusetts
$358K +$173 +2 +0.1%
TWM
988
Tanager Wealth Management
United Kingdom
$357K
VNA
989
Valley National Advisers
Pennsylvania
$357K
LWMNY
990
Landmark Wealth Management (New York)
New York
$354K +$10.5K +122 +3%
BWP
991
Bernardo Wealth Planning
Pennsylvania
$353K
WW
992
Waterfront Wealth
Kansas
$352K +$86 +1 +0%
PPW
993
PACK Private Wealth
Minnesota
$352K
FA
994
Financial Alternatives
California
$351K
EA
995
Eclectic Associates
California
$350K
OL
996
Optas LLC
Texas
$349K -$24.4K -283 -7%
VFG
997
V2 Financial group
Illinois
$349K
FAI
998
Fiduciary Advisors Inc
Missouri
$349K +$275K +3,180 +520%
EWM
999
Evermay Wealth Management
Virginia
$348K
CAM
1000
CPA Asset Management
Florida
$348K

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.