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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
TFCP
251
Twin Focus Capital Partners
Massachusetts
$5.8M +$16.6K +175 +0.3%
SIM
252
Stratos Investment Management
Ohio
$5.76M +$4.99M +52,605 +745%
PFS
253
Prospera Financial Services
Texas
$5.75M +$894K +9,436 +19%
SVWAG
254
Sound View Wealth Advisors Group
Georgia
$5.73M -$34.4K -363 -0.6%
NEPWA
255
New England Private Wealth Advisors
Massachusetts
$5.73M +$68.5K +723 +1%
EW
256
Evoke Wealth
California
$5.67M +$21.1K +223 +0.4%
Principal Financial Group
257
Principal Financial Group
Iowa
$5.67M -$155K -1,630 -3%
TCM
258
Triumph Capital Management
Colorado
$5.63M -$301K -3,175 -5%
ANC
259
Ames National Corp
Iowa
$5.62M -$168K -1,770 -3%
MAA
260
Matrix Asset Advisors
New York
$5.6M +$8.53K +90 +0.2%
CWM
261
Cahaba Wealth Management
Georgia
$5.57M +$9.76K +103 +0.2%
LFAS
262
Level Four Advisory Services
Texas
$5.53M -$4.55K -48 -0.1%
NAM
263
NTV Asset Management
West Virginia
$5.49M +$172K +1,811 +3%
SJIM
264
St. Johns Investment Management
Florida
$5.45M +$19K +200 +0.4%
TCWA
265
Turtle Creek Wealth Advisors
Texas
$5.45M -$522K -5,508 -9%
CP
266
Canopy Partners
Ohio
$5.44M -$218K -2,303 -4%
CCA
267
Conservest Capital Advisors
Pennsylvania
$5.43M +$19.1K +202 +0.4%
HW
268
Hancock Whitney
Mississippi
$5.29M +$53.7K +567 +1%
SAM
269
Silvercrest Asset Management
New York
$5.28M -$61.5K -649 -1%
UCFA
270
United Capital Financial Advisors
Texas
$5.24M -$129K -1,361 -2%
CNBT
271
Canandaigua National Bank & Trust
New York
$5.22M -$91.9K -969 -2%
AIM
272
Acropolis Investment Management
Missouri
$5.16M
CPSC
273
Carl P. Sherr & Co
Massachusetts
$5.12M +$123K +1,297 +3%
SAG
274
SageView Advisory Group
California
$5.02M +$362K +3,819 +8%
TPCW
275
TD Private Client Wealth
New York
$4.98M +$298K +3,144 +6%

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.