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iShares Russell Mid-Cap ETF

1,583 hedge funds and large institutions have $48.1B invested in iShares Russell Mid-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 504 increasing their positions, 504 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,704% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $562K

169% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 52

18% more capital invested

Capital invested by funds: $40.7B → $48.1B (+$7.4B)

4% more funds holding

Funds holding: 1,5201,583 (+63)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 504

6.6% less ownership

Funds ownership: 85.56%78.96% (-6.6%)

Holders
1,583
Holders Change
+63
Holders Change %
+4.14%
% of All Funds
19.12%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
140
Increased
504
Reduced
504
Closed
52
Calls
$10.1M
Puts
$562K
Net Calls
+$9.58M
Net Calls Change
+$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$32.2M -$824K -7,837 -3%
RFC
102
Regions Financial Corp
Alabama
$31.7M -$3.13M -29,786 -9%
KAS
103
Kestra Advisory Services
Texas
$31.3M -$3.01M -28,645 -9%
NA
104
NewEdge Advisors
Louisiana
$31.1M +$2.28M +21,650 +8%
CCM
105
Coldstream Capital Management
Washington
$30.6M -$522K -4,962 -2%
VFA
106
Valeo Financial Advisors
Indiana
$29.5M +$2.15M +20,426 +8%
DIP
107
DT Investment Partners
Pennsylvania
$28.8M -$869K -8,261 -3%
BlackRock
108
BlackRock
New York
$28.2M -$9.67M -91,909 -26%
SA
109
Sanctuary Advisors
Indiana
$27.5M +$301K +2,864 +1%
SWP
110
Stratos Wealth Partners
Ohio
$27.2M +$3.35M +31,806 +15%
SIC
111
Sigma Investment Counselors
Michigan
$26.7M -$1.89M -18,004 -7%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$26.1M +$109K +1,038 +0.4%
XF
113
XML Financial
Maryland
$25.8M -$391K -3,716 -2%
CAM
114
Cresset Asset Management
Illinois
$25.4M -$1.18M -11,172 -5%
EH
115
Equitable Holdings
New York
$24.9M +$278K +2,641 +1%
WTC
116
WhitTier Trust Company
Nevada
$24.8M +$1.52M +14,449 +7%
TCBWMS
117
Texas Capital Bank Wealth Management Services
Texas
$24.7M -$2.02M -19,159 -8%
FFN
118
Focus Financial Network
Minnesota
$24M -$492K -4,677 -2%
FTWA
119
Fifth Third Wealth Advisors
Ohio
$23.8M -$103K -982 -0.5%
ANB
120
Amarillo National Bank
Texas
$23.5M -$91K -865 -0.4%
BIM
121
Bridges Investment Management
Nebraska
$23.1M -$68.3K -649 -0.3%
BCWM
122
Bartlett & Co Wealth Management
Ohio
$23M +$728K +6,920 +3%
LA
123
Legacy Advisors
Pennsylvania
$22.9M -$501K -4,766 -2%
CCM
124
Copeland Capital Management
Pennsylvania
$22.2M +$21.2M +201,371 New
WANY
125
Wealthspire Advisors (New York)
New York
$22.2M +$2.1K +20 +0%

IWR Hedge Fund Activity: Q2 2026 in Review

1,583 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2026, worth a combined $48.1B — up 18% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IWR positions and 52 closed out — a net gain of 88 holders — while 504 added to existing stakes and 504 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $703M. The largest seller was Mesirow Financial Investment Management, cutting an estimated $60.3M.

  • 1,583 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2026, up from 1,520 in Q1 2026.
  • Funds reported $48.1B of iShares Russell Mid-Cap ETF stock for Q2 2026, up 18% quarter-over-quarter.
  • 140 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2026 and 52 closed out, a net change of +88 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $703M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q2 2026 was Mesirow Financial Investment Management, an estimated $60.3M sold.

Based on aggregated 13F filings for Q2 2026.