iShares Russell Mid-Cap ETF
1,375 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 433 increasing their positions, 493 reducing their positions, and 102 closing their positions.
0.48% more ownership
Funds ownership: 82.7% → 83.18% (+0.48%)
0% more capital invested
Capital invested by funds: $31.8B → $31.8B (+$9.57M)
8% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 102
3% less funds holding
Funds holding: 1,413 → 1,375 (-38)
3% less funds holding in top 10
Funds holding in top 10: 65 → 63 (-2)
12% less repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 493
26% less call options, than puts
Call options by funds: $9.38M | Put options by funds: $12.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$383M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$366M |
| 3 |
Morgan Stanley
New York
|
+$186M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$91.8M |
| 5 |
Bank of New York Mellon
New York
|
+$75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$67.8M |
| 2 |
LLWM
Life Line Wealth Management
Beverly Hills,
California
|
-$32M |
| 3 |
SNB
Security National Bank
Omaha,
Nebraska
|
-$28.4M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$24.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22.5M |
IWR Hedge Fund Activity: Q1 2025 in Review
1,375 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2025, worth a combined $31.8B — up 0.03% from $31.8B a quarter earlier.
Sellers outnumbered buyers: 102 funds closed out of IWR and 94 opened new positions — a net loss of 8 holders — while 493 trimmed existing stakes and 433 added.
The largest buyer was Jones Financial Companies, adding an estimated $383M. The largest seller was Ameriprise, cutting an estimated $67.8M.
- 1,375 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2025, down from 1,413 in Q4 2024.
- Funds reported $31.8B of iShares Russell Mid-Cap ETF stock for Q1 2025, up 0.03% quarter-over-quarter.
- 94 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2025 and 102 closed out, a net change of -8 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2025 was Jones Financial Companies, an estimated $383M added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2025 was Ameriprise, an estimated $67.8M sold.
Based on aggregated 13F filings for Q1 2025.