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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
RI
1301
Ridgewood Investments
New Jersey
$85.3K
MAM
1302
Morse Asset Management
Connecticut
$84.7K +$864 +10 +1%
PSB
1303
Piscataqua Savings Bank
New Hampshire
$82.8K +$77.7K +900 New
ADL
1304
Asset Dedication LLC
California
$81.6K
RF
1305
Rossby Financial
Florida
$80.2K +$43.6K +505 +138%
BWL
1306
Bogart Wealth LLC
Virginia
$78.2K -$72.6K -840 -50%
GWSG
1307
GPS Wealth Strategies Group
Colorado
$76.8K +$16.9K +196 +31%
RF
1308
Roxbury Financial
New Jersey
$76.4K +$86 +1 +0.1%
PAI
1309
Pittenger & Anderson Inc
Nebraska
$70.5K
RPA
1310
Redwood Park Advisors
California
$68.9K
BC
1311
Barrett & Company
Rhode Island
$68.9K
HWP
1312
Highline Wealth Partners
California
$67.9K
GJIA
1313
Glass Jacobson Investment Advisors
Maryland
$66.3K +$41.8K +484 +205%
QT
1314
Quantbot Technologies
New York
$64.3K +$60.4K +699 New
QWM
1315
Quaker Wealth Management
New Jersey
$63.1K +$59.3K +686 New
HFS
1316
Hughes Financial Services
Virginia
$62.3K -$1.64K -19 -3%
ACA
1317
American Capital Advisory
Idaho
$62.1K
MAS
1318
MPWM Advisory Solutions
Georgia
$61.8K -$8.12K -94 -12%
RWM
1319
Rialto Wealth Management
New York
$61.3K
W
1320
WealthCollab
Washington
$61.1K -$111K -1,290 -66%
NC
1321
North Capital
Utah
$60.6K -$43.2K -500 -43%
CFO
1322
Colony Family Offices
North Carolina
$58.7K
RF
1323
Robinswood Financial
Washington
$56.9K +$3.54K +41 +7%
EWA
1324
EQ Wealth Advisors
Texas
$55.5K
MFA
1325
Morling Financial Advisors
California
$55.2K

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.