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
FFN
101
Focus Financial Network
Minnesota
$21.9M -$289K -3,348 -1%
ANB
102
Amarillo National Bank
Texas
$21.7M +$556K +6,434 +3%
SA
103
Sanctuary Advisors
Indiana
$21.4M +$155K +1,800 +0.8%
MIM
104
Miller Investment Management
Pennsylvania
$20.9M -$224K -2,589 -1%
CWM
105
CCG Wealth Management
California
$20.3M +$1.12M +12,932 +6%
BPA
106
Beacon Pointe Advisors
California
$20.2M -$2.4M -27,742 -11%
CAM
107
Cresset Asset Management
Illinois
$19.7M +$4.72M +54,634 +34%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$19.5M +$87.9K +1,018 +0.5%
FTWA
109
Fifth Third Wealth Advisors
Ohio
$19.2M -$491K -5,687 -3%
WTC
110
WhitTier Trust Company
Nevada
$18.9M +$140K +1,615 +0.8%
NA
111
NewEdge Advisors
Louisiana
$18.6M +$1.71M +19,817 +11%
SWP
112
Stratos Wealth Partners
Ohio
$18.3M -$510K -5,907 -3%
WT
113
Whittier Trust
California
$17M -$322K -3,724 -2%
SCG
114
Sonata Capital Group
Washington
$17M -$9.76K -113 -0.1%
PAG
115
Private Advisor Group
New Jersey
$17M +$86.1K +997 +0.5%
PA
116
PFW Advisors
Georgia
$16.8M -$480K -5,556 -3%
EH
117
Equitable Holdings
New York
$16.2M +$3.53M +40,895 +30%
KOC
118
Koss-Olinger Consulting
Florida
$16.2M -$1.34M -15,553 -8%
AWE
119
Avidian Wealth Enterprises
Texas
$16.1M -$204K -2,366 -1%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$16M -$3.03M -35,038 -17%
P
121
&Partners
Tennessee
$16M +$549K +6,352 +4%
WA
122
Waverly Advisors
Alabama
$15.9M +$364K +4,219 +3%
CANC
123
Culbertson A N & Co
Virginia
$15.6M -$115K -1,335 -0.8%
BF
124
BOK Financial
Oklahoma
$15.4M -$5.7K -66 -0%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$15.3M +$1.07M +12,387 +8%

IWR Hedge Fund Activity: Q2 2025 in Review

1,440 of the 7,595 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.