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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
TA
326
TFB Advisors
Kansas
$3.51M +$132K +1,392 +4%
DWM
327
Daner Wealth Management
Georgia
$3.46M -$30.2K -319 -0.9%
CC
328
Courier Capital
New York
$3.45M +$8.63K +91 +0.3%
FC
329
FCA Corp
Texas
$3.44M +$95.3K +1,005 +3%
ECM
330
Elgethun Capital Management
South Dakota
$3.43M
CD
331
Chapin Davis
Maryland
$3.42M +$2.84K +30 +0.1%
GIA
332
Gladstone Institutional Advisory
Florida
$3.4M +$88.8K +937 +3%
SC
333
SouthState Corp
Florida
$3.38M +$248K +2,613 +8%
MG
334
Mather Group
Illinois
$3.38M
AFC
335
AFT Forsyth & Company
Florida
$3.38M +$569 +6 +0%
RPSA
336
Richard P. Slaughter Associates
Texas
$3.36M -$1.31M -13,833 -28%
HCMT
337
Highland Capital Management (Tennessee)
Tennessee
$3.36M -$5.5K -58 -0.2%
ECM
338
Evergreen Capital Management
Washington
$3.32M
FF
339
Finley Financial
Nevada
$3.3M +$17.1K +180 +0.5%
NSCM
340
New South Capital Management
Tennessee
$3.26M
MCWS
341
McKinley Carter Wealth Services
West Virginia
$3.25M -$109K -1,148 -3%
FA
342
Flagstar Advisors
New York
$3.25M -$596K -6,291 -16%
PFA
343
Pathway Financial Advisors
Vermont
$3.22M
PTC
344
Private Trust Company
Ohio
$3.21M +$278K +2,929 +10%
BCI
345
Brinker Capital Investments
Pennsylvania
$3.16M +$548K +5,776 +21%
OFG
346
Oxford Financial Group
Indiana
$3.14M
AI
347
Atria Investments
North Carolina
$3.14M +$581K +6,128 +23%
EB
348
Eastern Bank
Massachusetts
$3.14M -$9.48K -100 -0.3%
GWM
349
Geneos Wealth Management
Colorado
$3.11M -$609K -6,427 -17%
LLWM
350
Life Line Wealth Management
California
$3.05M -$34.2K -361 -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.