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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
BFS
126
Bradley Foster & Sargent
Connecticut
$15.3M +$1.23M +14,240 +9%
UW
127
Unique Wealth
Florida
$15.2M +$383K +4,431 +3%
PFM
128
Patton Fund Management
Texas
$15.2M +$320K +3,707 +2%
Bank of Nova Scotia
129
Bank of Nova Scotia
Ontario, Canada
$15.2M
FCBT
130
First Citizens Bank & Trust
North Carolina
$15.1M +$1.29M +14,924 +10%
LWM
131
LJI Wealth Management
Indiana
$15.1M +$268K +3,098 +2%
WC
132
Woodstock Corp
Massachusetts
$15.1M -$188K -2,182 -1%
FCP
133
Fidelis Capital Partners
Florida
$15M -$28.5K -330 -0.2%
CFO
134
Callan Family Office
Pennsylvania
$15M +$112K +1,301 +0.8%
BA
135
Bristlecone Advisors
Washington
$15M -$1.18M -13,709 -8%
MAG
136
Members Advisory Group
New York
$14.9M -$3.76M -43,532 -21%
AllianceBernstein
137
AllianceBernstein
Tennessee
$14.5M +$1.2M +13,898 +10%
FF
138
Fox Financial
Pennsylvania
$14.5M +$153K +1,768 +1%
BC
139
Bricktown Capital
Michigan
$14M
FEG
140
Fund Evaluation Group
Ohio
$13.8M -$108K -1,252 -0.8%
BIM
141
Bridges Investment Management
Nebraska
$13.6M +$93.8K +1,086 +0.7%
PWAM
142
Private Wealth Asset Management
Iowa
$13.4M +$290K +3,361 +2%
VA
143
VestGen Advisors
Illinois
$13M -$277K -3,208 -2%
UWPG
144
Ullmann Wealth Partners Group
Florida
$12.6M +$3.35M +38,744 +39%
William Blair & Company
145
William Blair & Company
Illinois
$12.6M -$467K -5,404 -4%
MNBTD
146
Moody National Bank Trust Division
Texas
$12.6M -$102K -1,177 -0.9%
ALA
147
Atlas Legacy Advisors
California
$12.5M -$1.55M -17,975 -12%
ONB
148
Old National Bancorp
Indiana
$12.5M +$1.76M +20,349 +18%
WTB
149
Washington Trust Bank
Washington
$12.4M -$691 -8 -0%
GF
150
GGM Financials
Ohio
$12.1M +$726K +8,406 +7%

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.