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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
AG
1276
AmeriFlex Group
Nevada
$125K -$74.1K -858 -39%
EWP
1277
Elevation Wealth Partners
California
$124K
NRG
1278
Nemes Rush Group
Michigan
$122K -$764K -8,843 -87%
GEA
1279
Glen Eagle Advisors
New Jersey
$119K
DWM
1280
Darwin Wealth Management
Florida
$117K +$691 +8 +0.6%
VWWMG
1281
Vermillion & White Wealth Management Group
Pennsylvania
$117K
PWA
1282
Provenance Wealth Advisors
Florida
$117K
MFC
1283
Mechanics Financial Corp
Ohio
$113K -$17.3K -200 -14%
M
1284
MOTCO
Texas
$113K -$8.64K -100 -8%
LWCFA
1285
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K
MA
1286
Marquette Associates
Illinois
$110K
AIM
1287
Anchor Investment Management
South Carolina
$107K
TC
1288
Truvestments Capital
Florida
$105K -$68.9K -798 -41%
FP
1289
Financial Perspectives
Minnesota
$99.7K
MYIA
1290
Mount Yale Investment Advisors
Colorado
$99.5K +$93.5K +1,082 New
WFA
1291
West Financial Advisors
Iowa
$95.6K
AIA
1292
Arcadia Investment Advisors
Idaho
$95.5K
AT
1293
Avalon Trust
New Mexico
$92K
KHC
1294
Koesten Hirschmann & Crabtree
Kansas
$92K
Harris Associates
1295
Harris Associates
Illinois
$91.9K +$86.4K +1,000 New
CT
1296
Clearstead Trust
Maine
$91.6K +$68.8K +796 +398%
CFP
1297
Comprehensive Financial Planning
Pennsylvania
$91.3K +$173 +2 +0.2%
LWA
1298
Lowe Wealth Advisors
Maryland
$88.1K -$43.2K -500 -34%
HFS
1299
Hopwood Financial Services
Virginia
$86.9K
WTA
1300
Washington Trust Advisors
Massachusetts
$85.6K -$22.8K -264 -22%

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.