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iShares Russell Mid-Cap ETF

1,426 hedge funds and large institutions have $37.1B invested in iShares Russell Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 474 increasing their positions, 456 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,133% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $1.31M

24% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 68

8% more capital invested

Capital invested by funds: $34.5B → $37.1B (+$2.66B)

3.29% more ownership

Funds ownership: 79.35%82.64% (+3.3%)

4% more repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 456

1% less funds holding

Funds holding: 1,4401,426 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6159 (-2)

Holders
1,426
Holders Change
-14
Holders Change %
-0.97%
% of All Funds
18.72%
Holding in Top 10
59
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.28%
% of All Funds
0.77%
New
84
Increased
474
Reduced
456
Closed
68
Calls
$16.2M
Puts
$1.31M
Net Calls
+$14.9M
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
226
First Merchants Corp
Indiana
$6.65M -$349K -3,680 -5%
IAN
227
Integrated Advisors Network
Texas
$6.6M -$193K -2,039 -3%
SF
228
Summit Financial
New Jersey
$6.57M +$6.01M +63,371 +1,365%
WW
229
Westshore Wealth
California
$6.49M -$200K -2,115 -3%
CWG
230
Cornerstone Wealth Group
North Carolina
$6.49M -$287K -3,025 -4%
CRC
231
Curi RMB Capital
Illinois
$6.44M +$124K +1,308 +2%
CGPCS
232
Capital Group Private Client Services
California
$6.42M +$135K +1,421 +2%
TCM
233
TABR Capital Management
California
$6.4M +$6.29M +66,387 New
OGF
234
Orin Green Financial
California
$6.35M -$194K -2,046 -3%
CWP
235
CFM Wealth Partners
Texas
$6.34M -$381K -4,020 -6%
CPIG
236
Chicago Partners Investment Group
Illinois
$6.27M +$290K +3,057 +5%
WB
237
WesBanco Bank
West Virginia
$6.26M +$158K +1,666 +3%
TTWM
238
TCV Trust & Wealth Management
Virginia
$6.15M +$265K +2,794 +5%
Citigroup
239
Citigroup
New York
$6.12M -$1.09M -11,519 -15%
ASN
240
Advisory Services Network
Georgia
$6.1M +$3.23M +34,078 +117%
OIA
241
OneDigital Investment Advisors
Kansas
$6.07M +$40.4K +426 +0.7%
BFG
242
Baron Financial Group
New Jersey
$6.03M +$92.8K +979 +2%
JFGIW
243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.99M +$848K +8,942 +17%
SWM
244
Shelton Wealth Management
Texas
$5.98M +$12.1K +128 +0.2%
S
245
Sachetta
Massachusetts
$5.96M +$95 +1 +0%
DWT
246
Dorsey & Whitney Trust
South Dakota
$5.94M
SFG
247
Sunburst Financial Group
Alabama
$5.93M -$21.3K -225 -0.4%
EFS
248
Essex Financial Services
Connecticut
$5.92M -$76.2K -804 -1%
Vanguard Group
249
Vanguard Group
Pennsylvania
$5.92M -$3.6K -38 -0.1%
FNBT
250
FineMark National Bank & Trust
Florida
$5.91M +$68.8K +726 +1%

IWR Hedge Fund Activity: Q3 2025 in Review

1,426 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q3 2025, worth a combined $37.1B — up 7.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IWR positions and 68 closed out — a net gain of 16 holders — while 474 added to existing stakes and 456 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $534M. The largest seller was Goldman Sachs, cutting an estimated $58.5M.

  • 1,426 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q3 2025, down from 1,440 in Q2 2025.
  • Funds reported $37.1B of iShares Russell Mid-Cap ETF stock for Q3 2025, up 7.7% quarter-over-quarter.
  • 84 funds opened new iShares Russell Mid-Cap ETF positions in Q3 2025 and 68 closed out, a net change of +16 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q3 2025 was Jones Financial Companies, an estimated $534M added.
  • The largest iShares Russell Mid-Cap ETF seller in Q3 2025 was Goldman Sachs, an estimated $58.5M sold.

Based on aggregated 13F filings for Q3 2025.