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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
AWM
1351
Atticus Wealth Management
Florida
$38.2K +$19.8K +229 +123%
LWMI
1352
Legacy Wealth Management (Idaho)
Idaho
$37.7K
LIS
1353
Legacy Investment Solutions
Idaho
$37.7K +$35.4K +410 New
MWM
1354
Mascoma Wealth Management
New Hampshire
$37.3K -$1.99K -23 -5%
TCM
1355
Traub Capital Management
Massachusetts
$36.8K +$34.6K +400 New
CFD
1356
Creative Financial Designs
Indiana
$36.6K +$3.28K +38 +11%
WWM
1357
Wolff Wiese Magana
California
$36.6K -$1.55K -18 -4%
PWA
1358
Physician Wealth Advisors
Utah
$36.2K -$2.85K -33 -8%
HT
1359
Headlands Technologies
Illinois
$36.1K -$11.1K -129 -25%
BIM
1360
Breakwater Investment Management
Washington
$35.7K
CPA
1361
Cardiff Park Advisors
California
$34.9K
FCAS
1362
First Command Advisory Services
Texas
$33.7K -$21.9K -253 -41%
HC
1363
Hoese & Co
Minnesota
$33.7K
SNB
1364
Security National Bank
Nebraska
$33.1K
FFWM
1365
Future Financial Wealth Management
Ohio
$31.5K
PAG
1366
Paladin Advisory Group
Iowa
$31K
TTIC
1367
Tower Trust & Investment Company
Iowa
$29.4K
AAP
1368
Arax Advisory Partners
Colorado
$29.1K
HWA
1369
HHM Wealth Advisors
Tennessee
$28.7K +$27K +312 New
CWP
1370
Concord Wealth Partners
Virginia
$28.1K -$26.3K -305 -50%
ATC
1371
Advantage Trust Company
Kansas
$28K +$26.3K +304 New
FPF
1372
First Pacific Financial
Washington
$27.6K
GGI
1373
Godsey & Gibb Inc
Virginia
$27.6K
PFSC
1374
Peoples Financial Services Corp
Pennsylvania
$27.6K
SIC
1375
SJS Investment Consulting
Ohio
$27.1K

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.