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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
ST
1026
Spinnaker Trust
Maine
$324K
TDWM
1027
Topel & Distasi Wealth Management
California
$324K
HCM
1028
Howland Capital Management
Massachusetts
$323K
BGAI
1029
Bruce G. Allen Investments
Colorado
$322K +$864 +10 +0.3%
WI
1030
Wedgewood Investors
Pennsylvania
$321K -$16.8K -195 -5%
Chevy Chase Trust
1031
Chevy Chase Trust
Maryland
$318K
JBW
1032
Journey Beyond Wealth
Georgia
$317K
TW
1033
TritonPoint Wealth
Maryland
$314K +$173 +2 +0.1%
VBWMG
1034
Von Berge Wealth Management Group
California
$313K +$86 +1 +0%
APW
1035
Acima Private Wealth
Virginia
$313K
QC
1036
Quadrature Capital
United Kingdom
$313K +$294K +3,402 New
GFA
1037
Gallagher Fiduciary Advisors
Illinois
$312K -$7.69K -89 -3%
MAS
1038
Madden Advisory Services
Florida
$312K -$10.9K -126 -4%
USB
1039
Union Savings Bank
Connecticut
$312K
TW
1040
Towerpoint Wealth
California
$311K +$292K +3,380 New
RWP
1041
Revolve Wealth Partners
New Jersey
$309K
NPT
1042
Nixon Peabody Trust
Massachusetts
$308K -$3.02K -35 -1%
BFO
1043
Biltmore Family Office
North Carolina
$308K
KA
1044
Kure Advisory
Minnesota
$307K
UCB
1045
United Community Bank
South Carolina
$304K -$60.5K -700 -17%
GIA
1046
Guyasuta Investment Advisors
Pennsylvania
$304K
SFMG
1047
Sage Financial Management Group
Virginia
$303K -$24.2K -280 -8%
PCS
1048
Personal CFO Solutions
New Jersey
$302K +$284K +3,288 New
FFL
1049
Future Fund LLC
Illinois
$302K +$284K +3,286 New
ABWM
1050
Alpine Bank Wealth Management
Colorado
$302K -$47.5K -550 -14%

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.