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
SVWG
1126
Shared Vision Wealth Group
United States
$258K -$5.53K -64 -2%
AMM
1127
American Money Management
California
$258K
FG
1128
Fairman Group
Pennsylvania
$257K +$11.2K +130 +5%
TH
1129
TCTC Holdings
Texas
$257K
ECM
1130
Exchange Capital Management
Michigan
$257K
NA
1131
Nautilus Advisors
California
$257K +$86 +1 +0%
LSWP
1132
Liberty Square Wealth Partners
Pennsylvania
$256K
CIAS
1133
CFS Investment Advisory Services
New Jersey
$255K -$20.6K -238 -8%
AWA
1134
Amplius Wealth Advisors
Pennsylvania
$254K +$239K +2,767 New
TWG
1135
The Wealth Group
Minnesota
$253K
LF
1136
Lantz Financial
Illinois
$253K +$19.2K +222 +9%
SC
1137
Stephenson & Company
California
$253K -$8.64K -100 -4%
TYCC
1138
Texas Yale Capital Corp
Florida
$251K
GD
1139
Grandfield & Dodd
New York
$250K +$3.28K +38 +1%
VT
1140
Vise Technologies
New York
$249K +$234K +2,711 New
IIA
1141
Integral Investment Advisors
California
$249K -$95K -1,100 -29%
SAI
1142
Savvy Advisors Inc
New York
$248K -$29.1K -337 -11%
ACS
1143
Archford Capital Strategies
Illinois
$248K
TIM
1144
Tortoise Investment Management
New York
$248K
PCTC
1145
Perkins Coie Trust Company
Washington
$248K -$1.73K -20 -0.7%
AWC
1146
Abundance Wealth Counselors
Pennsylvania
$248K -$14.9K -172 -6%
AIM
1147
Aspen Investment Management
Michigan
$248K
FRA
1148
Front Row Advisors
California
$248K +$13.8K +160 +6%
TRIA
1149
Trail Ridge Investment Advisors
Colorado
$248K -$9.68K -112 -4%
JA
1150
JVL Associates
Michigan
$246K

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.