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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
BP
301
Ballentine Partners
Massachusetts
$4.17M +$102K +1,071 +3%
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$4.15M
SFA
303
Sequoia Financial Advisors
Ohio
$4.12M -$688K -7,255 -15%
PFM
304
Phillips Financial Management
Indiana
$4.1M +$474K +5,000 +13%
IWM
305
IHT Wealth Management
Illinois
$3.99M +$50.2K +530 +1%
IWC
306
Integrated Wealth Concepts
Massachusetts
$3.98M -$96.1K -1,014 -2%
QCG
307
Quadrant Capital Group
Ohio
$3.91M -$19K -200 -0.5%
SCM
308
SCS Capital Management
Massachusetts
$3.91M +$664 +7 +0%
AMG
309
Asset Management Group
Connecticut
$3.8M +$12.1K +128 +0.3%
AL
310
Aspiriant LLC
California
$3.8M -$3.75M -39,597 -50%
NL
311
NVWM LLC
Pennsylvania
$3.78M +$74.8K +789 +2%
OC
312
Oppenheimer & Co
New York
$3.78M -$12.8K -135 -0.3%
BKA
313
Brick & Kyle Associates
Pennsylvania
$3.76M +$4.46K +47 +0.1%
NS
314
NBC Securities
Alabama
$3.75M -$93.9K -991 -2%
GFP
315
Gryphon Financial Partners
Ohio
$3.75M -$609K -6,424 -14%
Financial Engines Advisors
316
Financial Engines Advisors
California
$3.63M +$21.5K +227 +0.6%
CST
317
Charles Schwab Trust
Nevada
$3.62M -$54.8K -578 -2%
GRP
318
Global Retirement Partners
California
$3.62M -$16.7K -176 -0.5%
BMCM
319
Bryn Mawr Capital Management
Pennsylvania
$3.62M +$367K +3,870 +12%
JWCA
320
J.W. Cole Advisors
Florida
$3.62M +$173K +1,824 +5%
KWM
321
Kingsview Wealth Management
Oregon
$3.6M +$848K +8,943 +32%
GWS
322
Greykasell Wealth Strategies
California
$3.58M -$729K -7,688 -17%
DC
323
Davenport & Co
Virginia
$3.55M +$835K +8,809 +31%
BFC
324
Bedel Financial Consulting
Indiana
$3.54M +$141K +1,484 +4%
SWM
325
Spire Wealth Management
Virginia
$3.53M -$132K -1,397 -4%

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.