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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
B
151
Bailard
California
$12.1M -$611K -7,070 -5%
ATC
152
Argent Trust Co
Tennessee
$12.1M +$2.88M +33,335 +34%
FNT
153
First National Trust
Pennsylvania
$12.1M +$944K +10,930 +9%
VOYA Investment Management
154
VOYA Investment Management
Georgia
$11.9M -$4.23M -49,002 -28%
SC
155
Steph & Co
Wisconsin
$11.9M +$333K +3,856 +3%
RSWM
156
Robertson Stephens Wealth Management
California
$11.8M +$578K +6,689 +5%
TBWA
157
Three Bridge Wealth Advisors
California
$11.8M -$12.9K -149 -0.1%
MGIA
158
Moneta Group Investment Advisors
Missouri
$11.7M +$235K +2,723 +2%
VCA
159
Verdence Capital Advisors
Maryland
$11.1M +$764K +8,840 +8%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$10.9M +$5.66M +65,497 +124%
FHA
161
First Horizon Advisors
Tennessee
$10.7M -$279K -3,227 -3%
PCIA
162
Prime Capital Investment Advisors
Kansas
$10.6M -$1.54M -17,783 -13%
TMWM
163
Taylor & Morgan Wealth Management
Michigan
$10.6M +$30.8K +357 +0.3%
PG
164
Proffitt & Goodson
Tennessee
$10.6M -$93.6K -1,083 -0.9%
HCA
165
Heck Capital Advisors
Wisconsin
$10.5M +$3.67M +42,485 +59%
PFPT
166
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.97M +$3.43M +39,711 +58%
BJL
167
Brighton Jones LLC
Washington
$9.95M +$195K +2,254 +2%
PGF
168
Plan Group Financial
Oklahoma
$9.92M -$1.63M -18,842 -15%
PWM
169
Perigon Wealth Management
California
$9.76M +$59.1K +684 +0.6%
CAM
170
Campion Asset Management
Virginia
$9.69M -$76.7K -888 -0.8%
AG
171
Ascent Group
Virginia
$9.64M +$7.86M +91,010 +661%
SIG
172
Stonegate Investment Group
Alabama
$9.5M -$787K -9,111 -8%
PWP
173
PrairieView Wealth Partners
Illinois
$9.33M +$86.8K +1,005 +1%
FNFDCM
174
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.11M -$293K -3,394 -3%
ATPW
175
Ashton Thomas Private Wealth
Arizona
$9.09M -$4.02M -46,538 -32%

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.