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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
PFG
1226
Premier Financial Group
California
$207K +$191K +2,208 New
TI
1227
Trexquant Investment
Connecticut
$206K +$194K +2,245 New
BCMLT
1228
Beacon Capital Management LLC (Tennessee)
Tennessee
$206K +$19K +220 +11%
RYIA
1229
Roehl & Yi Investment Advisors
Oregon
$206K -$31.4K -363 -14%
SOS
1230
Silver Oak Securities
Tennessee
$205K +$192K +2,227 New
FCM
1231
Firestone Capital Management
Florida
$205K +$192K +2,224 New
MCCP
1232
Mission Creek Capital Partners
California
$204K +$192K +2,217 New
SFO
1233
Stokes Family Office
Louisiana
$203K +$191K +2,208 New
ICP
1234
Impact Capital Partners
Colorado
$203K +$190K +2,205 New
FAC
1235
Financial Advisory Corporation
Michigan
$202K +$190K +2,200 New
HIS
1236
Horizon Investment Services
Indiana
$202K +$190K +2,198 New
TPWA
1237
Twin Peaks Wealth Advisors
California
$202K +$185K +2,147 New
CHJWM
1238
Carlton Hofferkamp & Jenks Wealth Management
Texas
$201K +$185K +2,136 New
FWM
1239
Fingerlakes Wealth Management
New York
$201K +$189K +2,189 New
MWM
1240
Marion Wealth Management
Pennsylvania
$201K +$189K +2,188 New
NPF
1241
Norris Perne & French
Michigan
$201K +$189K +2,187 New
PI
1242
Pettee Investors
Connecticut
$201K +$189K +2,184 New
TWM
1243
Topsail Wealth Management
North Carolina
$191K
TIAAOA
1244
Teachers Insurance & Annuity Association of America
New York
$190K
PPC
1245
Park Place Capital
Alabama
$180K -$52.2K -604 -24%
WC
1246
Westwind Capital
New Mexico
$179K
MEG
1247
Millstone Evans Group
Colorado
$178K -$34.4K -398 -17%
PWM
1248
Parkworth Wealth Management
California
$175K +$518 +6 +0.3%
BA
1249
Ballast Advisors
Minnesota
$172K -$1.9K -22 -1%
CAL
1250
Capital Advisors Ltd
Ohio
$169K

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.