We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF

1,583 hedge funds and large institutions have $48.1B invested in iShares Russell Mid-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 504 increasing their positions, 504 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,704% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $562K

169% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 52

18% more capital invested

Capital invested by funds: $40.7B → $48.1B (+$7.4B)

4% more funds holding

Funds holding: 1,5201,583 (+63)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 504

6.6% less ownership

Funds ownership: 85.56%78.96% (-6.6%)

Holders
1,583
Holders Change
+63
Holders Change %
+4.14%
% of All Funds
19.12%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
140
Increased
504
Reduced
504
Closed
52
Calls
$10.1M
Puts
$562K
Net Calls
+$9.58M
Net Calls Change
+$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1576
Delta Asset Management
Tennessee
$1.32K
MI
1577
Markowski Investments
Florida
$1.32K +$1.26K +12 New
CFM
1578
Cornerstone Financial Management
Massachusetts
$1.1K -$1.58K -15 -60%
LCM
1579
Logan Capital Management
Pennsylvania
$1.1K +$1.05K +10 New
SFG
1580
Strive Financial Group
Indiana
$1.1K +$1.05K +10 New
HCA
1581
Harbor Capital Advisors
Illinois
$1K
ICCON
1582
Investment Counsel Company of Nevada
Nevada
$993 -$143K -1,364 -99%
MFS
1583
Montgomery Financial Services
Maryland
$993 +$947 +9 New
RMP
1584
Richards, Merrill & Peterson
Washington
$883
CIA
1585
Cape Investment Advisory
Georgia
$883 +$841 +8 New
LC
1586
Luminist Capital
Michigan
$883 +$841 +8 New
RCM
1587
Raleigh Capital Management
North Carolina
$9
EW
1588
Evoke Wealth
California
-$4.75M -48,842 Closed
CIP
1589
Champlain Investment Partners
Vermont
-$3.43M -35,300 Closed
SC
1590
Sepio Capital
Utah
-$1.66M -17,118 Closed
GSEP
1591
Golden State Equity Partners
California
-$1.61M -16,596 Closed
Lazard Asset Management
1592
Lazard Asset Management
New York
-$1.58M -16,264 Closed
MA
1593
Marquette Associates
Illinois
-$1.47M -15,136 Closed
VCM
1594
Vivaldi Capital Management
Illinois
-$1.41M -14,464 Closed
Calamos Advisors
1595
Calamos Advisors
Illinois
-$1.37M -14,105 Closed
SBH
1596
Segall Bryant & Hamill
Illinois
-$1.14M -11,747 Closed
NSCM
1597
New South Capital Management
Tennessee
-$1.13M -11,630 Closed
CWGL
1598
Cedrus Wealth Group LLC
Minnesota
-$990K -10,178 Closed
ATS
1599
Ashton Thomas Securities
New York
-$675K -6,942 Closed
DWP
1600
Destiny Wealth Partners
Florida
-$670K -6,893 Closed

IWR Hedge Fund Activity: Q2 2026 in Review

1,583 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q2 2026, worth a combined $48.1B — up 18% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IWR positions and 52 closed out — a net gain of 88 holders — while 504 added to existing stakes and 504 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $703M. The largest seller was Mesirow Financial Investment Management, cutting an estimated $60.3M.

  • 1,583 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q2 2026, up from 1,520 in Q1 2026.
  • Funds reported $48.1B of iShares Russell Mid-Cap ETF stock for Q2 2026, up 18% quarter-over-quarter.
  • 140 funds opened new iShares Russell Mid-Cap ETF positions in Q2 2026 and 52 closed out, a net change of +88 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $703M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q2 2026 was Mesirow Financial Investment Management, an estimated $60.3M sold.

Based on aggregated 13F filings for Q2 2026.