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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
ETC
1401
Exchange Traded Concepts
Oklahoma
$12.1K +$11.4K +132 New
AGWCA
1402
Annis Gardner Whiting Capital Advisors
Florida
$12K
NG
1403
NWK Group
California
$11.8K
IWP
1404
IAG Wealth Partners
Wisconsin
$11.6K
TAM
1405
Tucker Asset Management
Colorado
$11.4K
T
1406
Transce3nd
Texas
$10.8K -$3.46K -40 -25%
FWA
1407
Flagship Wealth Advisors
Massachusetts
$10K
BOJHT
1408
Bank of Jackson Hole Trust
Wyoming
$9.93K
JGIA
1409
Jackson Grant Investment Advisers
Connecticut
$9.21K +$1.81K +21 +27%
PW
1410
Pandora Wealth
Illinois
$9.2K +$8.64K +100 New
NSG
1411
Nalls Sherbakoff Group
Tennessee
$8.83K
MHR
1412
Matthew Hamilton Rosenberg
$8.55K +$5.79K +67 +258%
OPTFSNA
1413
Old Point Trust & Financial Services N A
Virginia
$8.46K
HNB
1414
Hilltop National Bank
Wyoming
$8K +$7.51K +87 New
FCT
1415
First Community Trust
Iowa
$6.81K +$6.39K +74 New
VWA
1416
Valued Wealth Advisors
Utah
$4.78K +$4.49K +52 New
AWM
1417
Abound Wealth Management
Tennessee
$4.51K +$864 +10 +26%
BPAMU
1418
BTG Pactual Asset Management US
New York
$4.51K +$4.23K +49 New
KGP
1419
Keystone Global Partners
Colorado
$4.51K
WOC
1420
West Oak Capital
California
$4.23K
CAWM
1421
Capital A Wealth Management
Pennsylvania
$3.81K +$2.85K +33 +206%
CSB
1422
City State Bank
Iowa
$3.68K +$3.46K +40 New
FFA
1423
Frazier Financial Advisors
Ohio
$3.59K
VWA
1424
VSM Wealth Advisory
Maryland
$3.59K
HR
1425
Howe & Rusling
New York
$3.5K +$3.28K +38 New

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.