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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
SWP
1326
SIMA Wealth Partners
Virginia
$53.7K -$14.1K -163 -22%
CWM
1327
Copia Wealth Management
Oregon
$53.7K +$346 +4 +0.7%
PCA
1328
Providence Capital Advisors
North Carolina
$53.4K +$50.1K +580 New
TFA
1329
Transamerica Financial Advisors
Florida
$53K -$6.31K -73 -11%
MIA
1330
Milestone Investment Advisors
Wisconsin
$51.7K
WWM
1331
Woodside Wealth Management
Massachusetts
$51.5K
BMM
1332
Berkshire Money Management
Massachusetts
$50.9K +$47.8K +553 New
PWMG
1333
Private Wealth Management Group
New Jersey
$47.6K
GC
1334
Garde Capital
Washington
$47.5K
FGC
1335
Financial Gravity Companies
Texas
$47.2K +$44.3K +513 New
CMA
1336
Cedar Mountain Advisors
Oregon
$46.8K
RIA
1337
Realta Investment Advisors
Delaware
$46.3K +$86 +1 +0.2%
NMG
1338
New Millennium Group
Utah
$46.1K
BONH
1339
Bank of New Hampshire
New Hampshire
$46K
CMP
1340
Coston McIsaac & Partners
Maine
$45K -$5.18K -60 -11%
AWM
1341
AllSquare Wealth Management
New York
$44.1K
KFI
1342
Key Financial Inc
Pennsylvania
$43.4K -$58.5K -677 -59%
RA
1343
Rise Advisors
New York
$43.3K +$173 +2 +0.4%
APW
1344
Atlantic Private Wealth
North Carolina
$42.9K +$40.3K +466 New
PWM
1345
Provident Wealth Management
Tennessee
$42.3K
PCFFS
1346
Pacific Center for Financial Services
California
$41.2K
VNIM
1347
Vaughan Nelson Investment Management
Texas
$40.1K +$37.7K +436 New
OLVIG
1348
Oliver Lagore Vanvalin Investment Group
Michigan
$39.8K +$40.4K +468 New
CBT
1349
Crews Bank & Trust
Florida
$39.1K +$13K +150 +55%
MFT
1350
Moisand Fitzgerald Tamayo
Florida
$38.4K

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.