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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
ATC
1176
Adirondack Trust Company
New York
$230K -$99.7K -1,154 -32%
AIP
1177
ARS Investment Partners
New York
$230K
AOWM
1178
Alpha Omega Wealth Management
Virginia
$230K
AT
1179
American Trust
Kentucky
$228K +$214K +2,483 New
FDDB
1180
Fidelity D&D Bancorp
Pennsylvania
$228K -$35.7K -413 -14%
PWM
1181
Partners Wealth Management
California
$228K
NP
1182
Nilsine Partners
Colorado
$228K +$214K +2,474 New
BAM
1183
Bellevue Asset Management
Washington
$227K +$7.08K +82 +3%
VA
1184
Vident Advisory
Georgia
$227K
HWM
1185
Horizons Wealth Management
North Carolina
$227K -$4.92K -57 -2%
TCOV
1186
Trust Company of Vermont
Vermont
$226K
HWM
1187
HighMark Wealth Management
Minnesota
$225K -$23.5K -272 -10%
IIA
1188
Integrity Investment Advisors
Colorado
$225K +$691 +8 +0.3%
KWS
1189
Keystone Wealth Services
California
$225K
FFG
1190
Frisch Financial Group
New York
$224K +$518 +6 +0.2%
LA
1191
Legacy Advisors
Pennsylvania
$224K -$18.1M -209,402 -91%
HCM
1192
Hillman Capital Management
Maryland
$224K +$346 +4 +0.2%
EA
1193
Enclave Advisors
Texas
$224K -$15.4K -178 -7%
MFG
1194
Monte Financial Group
Connecticut
$223K +$209K +2,422 New
GWM
1195
GDS Wealth Management
Texas
$222K
HGA
1196
Hobbs Group Advisors
South Carolina
$222K
NA
1197
Novus Advisors
South Carolina
$221K -$145K -1,676 -41%
BWP
1198
Baldwin Wealth Partners
Massachusetts
$220K -$4.92K -57 -2%
DF
1199
Dunhill Financial
United Kingdom
$220K +$5.79K +67 +3%
HP
1200
Hilltop Partners
Indiana
$220K +$206K +2,387 New

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.