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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
SWP
201
Summit Wealth Partners
Florida
$7.42M -$431K -4,986 -6%
MWA
202
Moser Wealth Advisors
Washington
$7.42M -$362K -4,196 -5%
SC
203
Savant Capital
Illinois
$7.39M -$32.8K -380 -0.5%
GT
204
Greenleaf Trust
Michigan
$7.35M -$242K -2,798 -3%
PAS
205
Park Avenue Securities
New York
$7.31M +$6.21M +71,834 +938%
RPC
206
Rossmore Private Capital
Connecticut
$7.3M -$72.6K -841 -1%
CI
207
Conning Inc
Connecticut
$7.27M
AL
208
Aspiriant LLC
California
$7.26M +$3.41M +39,454 +100%
BFG
209
Bleakley Financial Group
New Jersey
$7.24M +$244K +2,823 +4%
KPWS
210
Kestra Private Wealth Services
Texas
$7.16M +$106K +1,226 +2%
Bessemer Group
211
Bessemer Group
New Jersey
$7M -$118K -1,362 -2%
SIC
212
Salem Investment Counselors
North Carolina
$6.99M -$23.8K -275 -0.4%
SDWMA
213
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.91M -$20.7K -240 -0.3%
MT
214
Midwest Trust
Kansas
$6.9M +$6.48M +74,976 New
BWA
215
Beam Wealth Advisors
Louisiana
$6.89M +$1.01M +11,735 +19%
Citigroup
216
Citigroup
New York
$6.89M -$3.75M -43,441 -37%
FTS
217
Fifth Third Securities
Ohio
$6.83M +$213K +2,466 +3%
CHC
218
City Holding Co
West Virginia
$6.83M +$9.33K +108 +0.1%
DIP
219
DT Investment Partners
Pennsylvania
$6.77M +$2.57M +29,762 +68%
FMC
220
First Merchants Corp
Indiana
$6.68M -$509K -5,898 -8%
IA
221
IFC Advisors
California
$6.67M -$99.5K -1,152 -2%
ACA
222
Aptus Capital Advisors
Alabama
$6.6M +$45.9K +531 +0.7%
NFG
223
Nadler Financial Group
Illinois
$6.58M +$218K +2,520 +4%
CFG
224
Citizens Financial Group
Rhode Island
$6.54M +$1.12M +12,988 +22%
CAM
225
Carret Asset Management
New York
$6.51M +$40.3K +467 +0.7%

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.