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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
MIC
1051
Meridian Investment Counsel
California
$301K
RFS
1052
Richardson Financial Services
Massachusetts
$300K +$280K +3,238 New
PA
1053
Parkside Advisors
California
$300K +$282K +3,259 New
PF
1054
PlanWiser Financial
Colorado
$300K -$7.6K -88 -3%
AWAG
1055
ARS Wealth Advisors Group
Florida
$300K -$20.9K -242 -7%
DA
1056
Detalus Advisors
Missouri
$299K +$86 +1 +0%
GIA
1057
GHP Investment Advisors
Colorado
$297K +$23K +266 +9%
AG
1058
AlTi Global
New York
$296K
WC
1059
Waterloo Capital
Texas
$296K -$8.05M -93,216 -97%
SSA
1060
Schonfeld Strategic Advisors
New York
$294K +$276K +3,200 New
VDI
1061
Vaughan David Investments
Illinois
$294K
CAG
1062
Centerpoint Advisory Group
Kansas
$293K +$276K +3,190 New
OS
1063
Objectivity Squared
South Carolina
$293K +$777 +9 +0.3%
RTC
1064
Riverview Trust Company
Washington
$292K
MFG
1065
Midwest Financial Group
Kansas
$292K +$274K +3,175 New
DPI
1066
Diversified Portfolios Inc
Michigan
$290K
PWW
1067
Pettyjohn Wood & White
Virginia
$290K +$272K +3,149 New
SFC
1068
Strategic Financial Concepts
Texas
$289K -$1.08M -12,484 -80%
National Bank of Canada
1069
National Bank of Canada
Quebec, Canada
$288K -$46.3K -536 -15%
HFS
1070
Heritage Financial Services
Massachusetts
$288K +$9.85K +114 +4%
ORC
1071
O'Rourke & Company
Massachusetts
$287K
EBT
1072
Enterprise Bank & Trust
Massachusetts
$287K
EA
1073
Emerald Advisors
Washington
$287K
PAW
1074
Plan A Wealth
Nebraska
$286K -$229K -2,654 -46%
GOCP
1075
Great Oak Capital Partners
Massachusetts
$286K +$1.55K +18 +0.6%

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.