We are live on ! Find out more
IWR icon

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
EWM
1376
Evolution Wealth Management
Florida
$22.5K +$21.2K +245 New
CJH
1377
Christopher J. Hasenberg
Wisconsin
$22.2K
HWM
1378
Hemington Wealth Management
Virginia
$21K -$87.1K -1,008 -81%
POIA
1379
Pin Oak Investment Advisors
Texas
$21K
DJSG
1380
D.J. St. Germain
Massachusetts
$19.9K +$18.7K +216 New
RCM
1381
Raleigh Capital Management
North Carolina
$19.7K +$17.9K +207 +2,588%
CWM
1382
Consultiva Wealth Management
Puerto Rico
$18.9K
WIM
1383
Westside Investment Management
California
$18.4K
RWM
1384
RMG Wealth Management
Wisconsin
$18.1K +$16.7K +193 New
CAC
1385
Core Alternative Capital
Georgia
$17.5K
GCM
1386
Gables Capital Management
Florida
$17.5K
SWIM
1387
Smallwood Wealth Investment Management
New Jersey
$17.5K
CI
1388
CX Institutional
Indiana
$17K -$49.5K -573 -76%
FDW
1389
Fourth Dimension Wealth
Ohio
$16.9K -$5.1K -59 -24%
ME
1390
McIlrath & Eck
Washington
$16.7K
EAM
1391
Eukles Asset Management
Ohio
$15.3K
WBC
1392
West Branch Capital
Massachusetts
$14.7K
AAG
1393
Armstrong Advisory Group
Massachusetts
$14.6K
NFSG
1394
Newbridge Financial Services Group
Florida
$13.3K
SA
1395
SRH Advisors
Kansas
$13.2K
MM
1396
Main Management
California
$13K
CNBT
1397
Cornerstone National Bank & Trust
Illinois
$13K
SIS
1398
Sound Income Strategies
Florida
$12.9K -$3.71K -43 -23%
S
1399
SignatureFD
Georgia
$12.7K -$30.9K -358 -72%
SAM
1400
Smartleaf Asset Management
Massachusetts
$12.5K +$3.71K +43 +46%

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.