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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
American Century Companies
1451
American Century Companies
Missouri
-$810K -9,520 Closed
CAS
1452
Coppell Advisory Solutions
Texas
-$906K -7,470 Closed
TC
1453
TownSquare Capital
Utah
-$498K -5,857 Closed
SC
1454
Sepio Capital
Utah
-$479K -5,626 Closed
GIA
1455
Goodwin Investment Advisory
Georgia
-$453K -5,323 Closed
IWA
1456
Icon Wealth Advisors
Texas
-$453K -5,322 Closed
FWP
1457
Forefront Wealth Partners
Texas
-$430K -5,055 Closed
PA
1458
PFG Advisors
Arizona
-$376K -4,421 Closed
WCF
1459
West Coast Financial
California
-$371K -4,364 Closed
Fisher Asset Management
1460
Fisher Asset Management
Washington
-$362K -4,256 Closed
Wellington Management Group
1461
Wellington Management Group
Massachusetts
-$357K -4,200 Closed
CFG
1462
Clayton Financial Group
Missouri
-$342K -4,025 Closed
NCTC
1463
New Covenant Trust Company
Indiana
-$274K -3,239 Closed
TVAMP
1464
Tennessee Valley Asset Management Partners
Tennessee
-$247K -2,909 Closed
SWA
1465
Serenus Wealth Advisors
California
-$239K -2,808 Closed
MPW
1466
Magnolia Private Wealth
Pennsylvania
-$236K -2,774 Closed
APA
1467
Astoria Portfolio Advisors
New York
-$226K -2,765 Closed
Balyasny Asset Management
1468
Balyasny Asset Management
Illinois
-$213K -2,505 Closed
VF
1469
Vawter Financial
Ohio
-$212K -2,492 Closed
RW
1470
Ridgeline Wealth
Arizona
-$206K -2,422 Closed
CWC
1471
Carolinas Wealth Consulting
North Carolina
-$183K -2,149 Closed
VBA
1472
von Borstel & Associates
Oregon
-$181K -2,136 Closed
LWANC
1473
Laurel Wealth Advisors (North Carolina)
North Carolina
-$178K -2,094 Closed
PWM
1474
Palacios Wealth Management
Florida
-$407K -2,054 Closed
FAM
1475
Flaharty Asset Management
Florida
-$131K -1,541 Closed

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.