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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
CA
1076
Clune & Associates
Illinois
$285K +$268K +3,104 New
TCTWM
1077
Three Cord True Wealth Management
Pennsylvania
$285K
AIA
1078
Arbor Investment Advisors
North Carolina
$285K
PFW
1079
Petros Family Wealth
Minnesota
$285K
MHIC
1080
Marble Harbor Investment Counsel
Massachusetts
$285K
MLRA
1081
Main Line Retirement Advisors
Montana
$285K +$777 +9 +0.3%
SWP
1082
Strategic Wealth Partners
Ohio
$284K +$267K +3,091 New
HCP
1083
Holt Capital Partners
Texas
$284K
PAM
1084
Peak Asset Management
Colorado
$283K
FCB
1085
First County Bank
Connecticut
$281K -$4.84K -56 -2%
WCG
1086
Weaver Consulting Group
California
$281K
CFGW
1087
Chancellor Financial Group WB
Pennsylvania
$280K +$86 +1 +0%
MSWA
1088
Marshall & Sterling Wealth Advisors
New York
$280K
1IA
1089
1834 Investment Advisors
Wisconsin
$278K
UIA
1090
Ulland Investment Advisors
Minnesota
$278K
TA
1091
TPG Advisors
Illinois
$278K
LI
1092
LVZ Inc
Michigan
$277K +$44.7K +517 +21%
OPPS
1093
Obsidian Personal Planning Solutions
Maryland
$277K +$260K +3,015 New
PFA
1094
Pure Financial Advisors
California
$277K +$260K +3,012 New
Luther King Capital Management (LKCM)
1095
Luther King Capital Management (LKCM)
Texas
$276K
AIA
1096
Accelerate Investment Advisors
California
$276K +$259K +3,003 New
PCA
1097
Peddock Capital Advisors
Massachusetts
$276K -$10.4K -120 -4%
DFA
1098
DHJJ Financial Advisors
Illinois
$276K
THL
1099
Tillman Hartley LLC
Colorado
$276K +$259K +3,000 New
RHP
1100
Royal Harbor Partners
Texas
$275K +$3.37K +39 +1%

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.