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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$10.9B +$703M +6,686,541 +7%
Bank of America
2
Bank of America
North Carolina
$7.6B +$316M +3,004,119 +5%
Wells Fargo
3
Wells Fargo
California
$5B +$267M +2,541,149 +6%
US Bancorp
4
US Bancorp
Minnesota
$1.41B -$14.8M -140,495 -1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.38B +$14.6M +139,136 +1%
Morgan Stanley
6
Morgan Stanley
New York
$1.32B +$99.5M +946,075 +9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.18B +$769K +7,311 +0.1%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.18B +$178M +1,690,390 +19%
Northern Trust
9
Northern Trust
Illinois
$1.12B -$6.84M -65,074 -0.6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$895M +$25.4M +241,120 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$813M +$49.3M +468,696 +7%
UBS Group
12
UBS Group
Switzerland
$811M +$11.3M +107,728 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$497M +$3.08M +29,329 +0.7%
Truist Financial
14
Truist Financial
North Carolina
$455M -$6M -57,034 -1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$427M -$22.8M -216,676 -5%
ANTB
16
AMG National Trust Bank
Colorado
$427M -$2.01M -19,114 -0.5%
LPL Financial
17
LPL Financial
California
$412M -$2.68M -25,452 -0.7%
CBU
18
CIBC Bancorp USA
Illinois
$348M +$870K +8,270 +0.3%
Ameriprise
19
Ameriprise
Minnesota
$340M +$6.41M +60,949 +2%
JIC
20
Johnson Investment Counsel
Ohio
$331M +$9.9M +94,082 +3%
Raymond James Financial
21
Raymond James Financial
Florida
$308M -$608K -5,783 -0.2%
TCIIS
22
TIAA-CREF Individual & Institutional Services
New York
$303M -$6.9M -65,621 -2%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$276M -$4.92M -46,806 -2%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$273M -$46.3M -439,980 -15%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$235M -$556K -5,291 -0.2%

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.