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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
RBC
1201
Romano Brothers & Co
Illinois
$218K
BAM
1202
Berkshire Asset Management
Pennsylvania
$218K
CCMI
1203
Creative Capital Management Investments
California
$218K
FG
1204
Fiduciary Group
Georgia
$218K +$205K +2,368 New
AC
1205
Apella Capital
Connecticut
$218K +$202K +2,339 New
BG
1206
Bollard Group
Massachusetts
$217K +$346 +4 +0.2%
CMP
1207
Courage Miller Partners
Virginia
$216K
WCM
1208
Warburton Capital Management
Oklahoma
$215K +$196K +2,272 New
TSWM
1209
Tyler-Stone Wealth Management
Ohio
$215K +$201K +2,332 New
FCIM
1210
Fairview Capital Investment Management
California
$214K +$201K +2,328 New
DPW
1211
DiNuzzo Private Wealth
Pennsylvania
$214K
TWM
1212
Tradition Wealth Management
Minnesota
$214K +$201K +2,324 New
CIA
1213
Compass Ion Advisors
Pennsylvania
$213K +$200K +2,316 New
P
1214
Pitcairn
Pennsylvania
$213K +$200K +2,312 New
OFS
1215
OneAscent Financial Services
Alabama
$212K +$198K +2,295 New
WG
1216
Welch Group
Alabama
$212K +$199K +2,304 New
AIM
1217
Athena Investment Management
California
$211K +$199K +2,299 New
RWM
1218
Ritholtz Wealth Management
New York
$211K -$43.5K -504 -18%
BFWA
1219
Benchmark Financial Wealth Advisors
Florida
$210K +$198K +2,288 New
OW
1220
Olistico Wealth
Oklahoma
$210K -$259 -3 -0.1%
MIA
1221
MainStreet Investment Advisors
Illinois
$210K +$197K +2,283 New
PPH
1222
Pure Portfolios Holdings
Oregon
$210K -$16.8K -195 -8%
CWS
1223
Confluence Wealth Services
Pennsylvania
$210K +$197K +2,280 New
1CP
1224
17 Capital Partners
Arizona
$209K +$197K +2,277 New
First Trust Advisors
1225
First Trust Advisors
Illinois
$207K -$86K -996 -31%

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.