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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
PJC
1601
Phillip James Consulting
Minnesota
-$1.1M -5,146 Closed
KPWG
1602
KFA Private Wealth Group
Virginia
-$485K -4,992 Closed
SA
1603
Sonoma Allocations
California
-$483K -4,899 Closed
EPW
1604
Evolve Private Wealth
California
-$449K -4,615 Closed
BHC
1605
Bull Harbor Capital
Maryland
-$442K -4,542 Closed
Vanguard Personalized Indexing Management
1606
Vanguard Personalized Indexing Management
California
-$430K -4,419 Closed
RWA
1607
Redhawk Wealth Advisors
Minnesota
-$389K -4,002 Closed
Invesco
1608
Invesco
Georgia
-$360K -3,704 Closed
7WCP
1609
71 West Capital Partners
Massachusetts
-$348K -3,580 Closed
AWMNH
1610
Arcadia Wealth Management (New Hampshire)
New Hampshire
-$321K -3,302 Closed
TPWA
1611
Twin Peaks Wealth Advisors
California
-$294K -3,020 Closed
THL
1612
Tillman Hartley LLC
Colorado
-$292K -3,000 Closed
CFG
1613
Clayton Financial Group
Missouri
-$282K -2,900 Closed
AIA
1614
AssuredPartners Investment Advisors
Florida
-$258K -2,614 Closed
XT
1615
XTX Topco
Cayman Islands
-$251K -2,583 Closed
EWM
1616
Elevation Wealth Management
Minnesota
-$217K -2,228 Closed
PCS
1617
Personal CFO Solutions
New Jersey
-$216K -2,217 Closed
AHB
1618
Abner Herrman & Brock
New Jersey
-$207K -2,128 Closed
FGC
1619
First Growth Capital
Maryland
-$208K -2,125 Closed
VA
1620
Vident Advisory
Georgia
-$206K -2,115 Closed
NI
1621
Natural Investments
California
-$201K -2,074 Closed
AFC
1622
Avise Financial Cooperative
California
-$201K -2,071 Closed
FFL
1623
Financial Freedom LLC
Ohio
-$150K -1,540 Closed
CWMS
1624
CFG Wealth Management Services
Indiana
-$141K -1,450 Closed
Select Equity Group
1625
Select Equity Group
New York
-$73.2K -753 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.