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
BT
1151
Brandywine Trust
Delaware
$245K
TA
1152
TruWealth Advisors
Louisiana
$245K
BC
1153
Burney Company
Virginia
$243K -$7.78K -90 -3%
SCP
1154
Silverleafe Capital Partners
Tennessee
$243K
SA
1155
SoundView Advisors
Washington
$242K +$228K +2,642 New
PRS
1156
Pinkerton Retirement Specialists
Idaho
$241K +$226K +2,621 New
AW
1157
Alaethes Wealth
Nevada
$241K -$104K -1,200 -31%
IA
1158
Integrity Alliance
Iowa
$240K -$605 -7 -0.3%
FWA
1159
FSM Wealth Advisors
Ohio
$239K
IC
1160
Iconiq Capital
California
$239K
TWM
1161
Thrive Wealth Management
Pennsylvania
$238K
SXL
1162
Summit X LLC
Missouri
$237K
MSA
1163
Marino Stram & Associates
Massachusetts
$237K -$9.33K -108 -4%
MCI
1164
MRP Capital Investments
Georgia
$236K
HNWA
1165
Henrickson Nauta Wealth Advisors
Michigan
$236K -$3.11K -36 -1%
PSF
1166
Pacific Sun Financial
California
$236K
FFA
1167
Founders Financial Alliance
North Carolina
$235K -$236K -2,731 -52%
AC
1168
Asio Capital
Kentucky
$235K
BFS
1169
BridgePort Financial Solutions
Iowa
$233K +$219K +2,531 New
SIG
1170
Sky Investment Group
Connecticut
$232K
AIS
1171
Accredited Investor Services
Minnesota
$232K
MIAS
1172
Mason Investment Advisory Services
Virginia
$232K +$86 +1 +0%
IP
1173
Ignite Planners
California
$232K
CCFM
1174
Clear Creek Financial Management
Washington
$232K
VRM
1175
Vectors Research Management
New York
$231K

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.