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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
FA
276
FDx Advisors
Illinois
$4.96M -$204K -2,157 -4%
STA
277
Smith Thornton Advisors
Alabama
$4.89M +$246K +2,593 +5%
CFB
278
Cullen/Frost Bankers
Texas
$4.87M -$24.5K -258 -0.5%
PCG
279
Prosperity Consulting Group
Maryland
$4.82M +$3.58M +37,818 +311%
PS
280
Principal Securities
Iowa
$4.8M +$145K +1,533 +3%
EW
281
Elyxium Wealth
California
$4.77M +$626K +6,601 +15%
TCB
282
Texas Capital Bancshares
Texas
$4.74M -$3.1M -32,677 -40%
TCOT
283
Trust Company of Toledo
Ohio
$4.62M -$403K -4,256 -8%
Kovitz Investment Group Partners
284
Kovitz Investment Group Partners
Illinois
$4.6M -$118K -1,246 -3%
MWP
285
MYCIO Wealth Partners
Pennsylvania
$4.55M +$9.38K +99 +0.2%
CL
286
Choreo LLC
Illinois
$4.49M -$21.4K -226 -0.5%
LL
287
LPWM LLC
Minnesota
$4.49M +$435K +4,591 +11%
CPSAC
288
Chas P. Smith & Associates (CPS)
Florida
$4.47M -$973K -10,263 -18%
SIC
289
Samalin Investment Counsel
New York
$4.44M +$217K +2,293 +5%
HWM
290
HB Wealth Management
Georgia
$4.43M +$917K +9,672 +27%
BCM
291
BTC Capital Management
Iowa
$4.42M +$69K +728 +2%
WIC
292
Whitegate Investment Counselors
New Hampshire
$4.4M +$2.27K +24 +0.1%
SHWM
293
Smith & Howard Wealth Management
Georgia
$4.39M -$44.7K -472 -1%
CB
294
Centennial Bank
Arkansas
$4.37M +$67.4K +711 +2%
DTC
295
Davidson Trust Company
Washington
$4.27M +$176K +1,852 +4%
GT
296
Greenleaf Trust
Michigan
$4.26M -$3.39M -35,795 -45%
Fiera Capital (Canada)
297
Fiera Capital (Canada)
Quebec, Canada
$4.26M -$38.9K -410 -0.9%
FPCP
298
Fort Point Capital Partners
California
$4.25M +$107K +1,133 +3%
CCB
299
Country Club Bank
Missouri
$4.25M -$655K -6,910 -14%
BHBT
300
Burke & Herbert Bank & Trust
Virginia
$4.2M -$50.3K -531 -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.