We are live on ! Find out more
IWR icon

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
GWM
1101
GSB Wealth Management
Connecticut
$274K
GGS
1102
Galvin Gaustad & Stein
Arizona
$273K
T
1103
Tableaux
Massachusetts
$272K
PCH
1104
PGIM Custom Harvest
New Jersey
$272K -$116K -1,340 -31%
TFA
1105
Tobias Financial Advisors
Florida
$271K
FBT
1106
First Bank & Trust
South Dakota
$271K
TC
1107
TAGStone Capital
North Carolina
$271K
AF
1108
Apexium Financial
Texas
$270K +$605 +7 +0.2%
AWA
1109
Arete Wealth Advisors
Illinois
$269K -$7.78K -90 -3%
SWRP
1110
Summit Wealth & Retirement Planning
California
$269K
FAM
1111
Formidable Asset Management
Ohio
$269K
SB
1112
Strategic Blueprint
Georgia
$268K +$34.5K +399 +16%
XT
1113
XTX Topco
Cayman Islands
$267K +$251K +2,903 New
BCAM
1114
Boston Common Asset Management
Massachusetts
$267K
DIP
1115
Davis Investment Partners
North Carolina
$264K
PWP
1116
Principle Wealth Partners
Connecticut
$263K +$247K +2,860 New
MSFS
1117
Main Street Financial Solutions
Pennsylvania
$263K -$3.11K -36 -1%
SWM
1118
SeaCrest Wealth Management
New York
$262K +$246K +2,848 New
SC
1119
Scotia Capital
Ontario, Canada
$261K
EW
1120
Enzi Wealth
Texas
$260K
OWA
1121
Octavia Wealth Advisors
Ohio
$260K -$35.5K -411 -13%
TA
1122
TFG Advisers
Michigan
$260K -$2.94K -34 -1%
OMC
1123
Old Mission Capital
Illinois
$260K +$244K +2,824 New
CIBC World Market
1124
CIBC World Market
Ontario, Canada
$259K +$17.6K +204 +8%
TM
1125
TigerOak Management
New Mexico
$258K

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.