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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
CFS
1001
CRA Financial Services
New Jersey
$347K -$28.5K -330 -8%
EL
1002
EWA LLC
Pennsylvania
$346K +$325K +3,764 New
AEPWM
1003
Atlantic Edge Private Wealth Management
Florida
$346K -$69.1K -800 -18%
RWM
1004
Rockwood Wealth Management
Pennsylvania
$344K
MMPW
1005
Mitchell McLeod Pugh & Williams
Alabama
$342K
WCM
1006
Winthrop Capital Management
Indiana
$342K
ICM
1007
IMS Capital Management
Oregon
$340K
JWM
1008
JGP Wealth Management
Oregon
$339K +$25.7K +297 +9%
LIA
1009
LBMC Investment Advisors
Tennessee
$336K +$4.32K +50 +1%
AFTS
1010
American Financial & Tax Strategies
New York
$336K -$11.5K -133 -4%
VFG
1011
Victory Financial Group
Texas
$335K
First Manhattan
1012
First Manhattan
New York
$335K -$82.1K -950 -21%
KWA
1013
Kingswood Wealth Advisors
California
$334K +$7.26K +84 +2%
OHWP
1014
Oak Harbor Wealth Partners
North Carolina
$333K
TAM
1015
Townsend Asset Management
North Carolina
$332K +$11.7K +136 +4%
RBWA
1016
RFG - Bristol Wealth Advisors
Massachusetts
$332K -$9.33K -108 -3%
HH
1017
Hilltop Holdings
Texas
$331K -$2.55M -29,559 -89%
PCM
1018
Poehling Capital Management
Wisconsin
$330K
MA
1019
Mutual Advisors
Nebraska
$329K +$52.4K +607 +21%
DSN
1020
D. Scott Neal
Kentucky
$327K
KCPG
1021
Kavar Capital Partners Group
Kansas
$327K
WCWM
1022
Willow Creek Wealth Management
California
$327K -$46.4K -537 -13%
HA
1023
Herold Advisors
New York
$326K -$125K -1,450 -29%
CA
1024
Crewe Advisors
Utah
$326K +$24.6K +285 +9%
UBV
1025
United Bank (Virginia)
Virginia
$325K

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.