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iShares Russell Mid-Cap ETF
IWR

Overview Fund Activity

1,416 hedge funds and large institutions have $34.1B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 441 increasing their positions, 467 reducing their positions, and 47 closing their positions.

Holders
1,416
Holders Change
+61
Holders Change %
+4.5%
% of All Funds
19.02%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.81%
New
132
Increased
441
Reduced
467
Closed
47
Calls
$5.23M
Puts
$1.71M
Net Calls
+$3.52M
Net Calls Change
+$6.78M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$570M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$6.38B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$910M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$374M
5
Wells Fargo
5
Wells Fargo
California
$3.6B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.28B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$28.6M
3
Bank of America
3
Bank of America
North Carolina
$5.59B
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$328M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$50.3M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1426
Dynasty Wealth Management
Florida
– – -9,610 Closed
American Century Companies
1427
American Century Companies
Missouri
– – -9,520 Closed
CAS
1428
Coppell Advisory Solutions
Texas
– – -7,470 Closed
TC
1429
TownSquare Capital
Utah
– – -5,857 Closed
SC
1430
Sepio Capital
Utah
– – -5,626 Closed
GIA
1431
Goodwin Investment Advisory
Georgia
– – -5,323 Closed
IWA
1432
Icon Wealth Advisors
Texas
– – -5,322 Closed
FWP
1433
Forefront Wealth Partners
Texas
– – -5,055 Closed
PA
1434
PFG Advisors
Arizona
– – -4,421 Closed
WCF
1435
West Coast Financial
California
– – -4,364 Closed
Fisher Asset Management
1436
Fisher Asset Management
Washington
– – -4,256 Closed
Wellington Management Group
1437
Wellington Management Group
Massachusetts
– – -4,200 Closed
CFG
1438
Clayton Financial Group
Missouri
– – -4,025 Closed
NCTC
1439
New Covenant Trust Company
Indiana
– – -3,239 Closed
T
1440
Tableaux
Massachusetts
– – -2,960 Closed
TVAMP
1441
Tennessee Valley Asset Management Partners
Tennessee
– – -2,909 Closed
SWA
1442
Serenus Wealth Advisors
California
– – -2,808 Closed
MPW
1443
Magnolia Private Wealth
Pennsylvania
– – -2,774 Closed
APA
1444
Astoria Portfolio Advisors
New York
– – -2,765 Closed
Balyasny Asset Management
1445
Balyasny Asset Management
Illinois
– – -2,505 Closed
VF
1446
Vawter Financial
Ohio
– – -2,492 Closed
RW
1447
Ridgeline Wealth
Arizona
– – -2,422 Closed
CWC
1448
Carolinas Wealth Consulting
North Carolina
– – -2,149 Closed
VBA
1449
von Borstel & Associates
Oregon
– – -2,136 Closed
PWM
1450
Palacios Wealth Management
Florida
– – -2,054 Closed
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