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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
IF
1251
Integrity Financial
Wyoming
$166K
PPA
1252
Painted Porch Advisors
California
$166K
LFA
1253
LGT Financial Advisors
Texas
$163K +$432 +5 +0.3%
EWA
1254
EverSource Wealth Advisors
Alabama
$162K -$65.6K -759 -30%
FIM
1255
FWL Investment Management
Texas
$162K -$4.32K -50 -3%
HBW
1256
Hazlett, Burt & Watson
West Virginia
$160K
ACB
1257
Aristotle Capital Boston
Massachusetts
$156K -$394K -4,558 -73%
FWM
1258
FSA Wealth Management
Massachusetts
$155K -$2.59K -30 -2%
RIL
1259
Rothschild Investment LLC
Illinois
$151K
CICI
1260
Capital Investment Counsel Inc
North Carolina
$147K +$41.8K +484 +43%
HPIA
1261
Hamilton Point Investment Advisors
North Carolina
$143K -$10.1K -117 -7%
CFO
1262
CVA Family Office
Colorado
$142K
FFL
1263
Financial Freedom LLC
Ohio
$141K +$173 +2 +0.1%
EDRH
1264
Edmond de Rothschild Holding
Switzerland
$140K
MAFA
1265
MJT & Associates Financial Advisory
Minnesota
$138K
NRC
1266
New Republic Capital
North Carolina
$135K +$1.73K +20 +1%
LI
1267
LRI Investments
Florida
$134K
MWA
1268
Medallion Wealth Advisors
Connecticut
$132K
CB
1269
CNB Bank
Pennsylvania
$131K
CTC
1270
Cetera Trust Company
Minnesota
$131K +$58.3K +675 +90%
CIAS
1271
Capital Investment Advisory Services
North Carolina
$131K -$9.42K -109 -7%
HNW
1272
High Note Wealth
Minnesota
$130K -$13.1K -152 -10%
MWM
1273
MorganRosel Wealth Management
Colorado
$129K
CP
1274
Covenant Partners
Tennessee
$126K -$12.2K -141 -9%
MFC
1275
Morris Financial Concepts
South Carolina
$125K

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.