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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.38B +$278M +3,213,040 +5%
Bank of America
2
Bank of America
North Carolina
$5.59B -$142M -1,643,548 -3%
Wells Fargo
3
Wells Fargo
California
$3.6B +$79.5M +920,586 +2%
US Bancorp
4
US Bancorp
Minnesota
$1.28B -$467M -5,406,962 -28%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.19B -$22.4M -259,301 -2%
Morgan Stanley
6
Morgan Stanley
New York
$977M +$48.9M +566,515 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$910M +$162M +1,880,984 +23%
Northern Trust
8
Northern Trust
Illinois
$889M +$25.8M +298,598 +3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$756M -$311K -3,600 -0%
JP Morgan Chase
10
JP Morgan Chase
New York
$605M -$20M -231,818 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$570M +$359M +4,157,294 +204%
UBS Group
12
UBS Group
Switzerland
$496M +$3.19M +36,908 +0.7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$374M +$84.6M +979,917 +32%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$373M -$6.79M -78,588 -2%
Truist Financial
15
Truist Financial
North Carolina
$364M -$10.4M -120,656 -3%
ANTB
16
AMG National Trust Bank
Colorado
$349M +$723K +8,371 +0.2%
Ameriprise
17
Ameriprise
Minnesota
$331M +$12.8M +147,857 +4%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$328M -$51.9M -601,194 -14%
LPL Financial
19
LPL Financial
California
$280M +$4.93M +57,050 +2%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$271M +$19.1M +221,567 +8%
Raymond James Financial
21
Raymond James Financial
Florida
$249M +$2.49M +28,792 +1%
JIC
22
Johnson Investment Counsel
Ohio
$240M +$2.54M +29,418 +1%
Goldman Sachs
23
Goldman Sachs
New York
$240M +$423K +4,897 +0.2%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$192M -$3.27M -37,857 -2%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$182M +$309K +3,574 +0.2%

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.