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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
18.71%
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
KAM
351
Knightsbridge Asset Management
California
$3.04M -$2.85M -30,073 -49%
SFS
352
Summit Financial Strategies
Ohio
$3.03M -$3.03K -32 -0.1%
BIG
353
Builder Investment Group
Georgia
$3.01M -$853 -9 -0%
AIM
354
Allen Investment Management
New York
$2.99M
WIA
355
World Investment Advisors
California
$2.99M -$17.8K -188 -0.6%
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$2.97M -$241K -2,547 -8%
FWP
357
FAS Wealth Partners
Kansas
$2.97M -$35.9K -379 -1%
ACA
358
Anchor Capital Advisors
Massachusetts
$2.97M -$3.79K -40 -0.1%
VWM
359
Vigilare Wealth Management
Arizona
$2.97M +$1.17M +12,367 +67%
MI
360
Motiv8 Investments
Florida
$2.97M +$54K +570 +2%
EWM
361
Evercore Wealth Management
New York
$2.96M -$150K -1,581 -5%
PA
362
Procyon Advisors
Connecticut
$2.93M +$1.21M +12,767 +73%
SFS
363
Sowell Financial Services
Arkansas
$2.91M +$83.9K +885 +3%
LNWTC
364
Laird Norton Wetherby Trust Company
Washington
$2.88M
GHAM
365
Gilman Hill Asset Management
Connecticut
$2.87M
HIP
366
HUB Investment Partners
Texas
$2.87M +$19.7K +208 +0.7%
KF
367
KKM Financial
Illinois
$2.86M +$4.93K +52 +0.2%
CAM
368
Cozad Asset Management
Illinois
$2.85M -$24.9K -263 -0.9%
SPC
369
Sigma Planning Corp
Michigan
$2.84M -$87.1K -919 -3%
FUBT
370
First United Bank & Trust
Maryland
$2.82M -$11.8K -125 -0.4%
NFP
371
Narus Financial Partners
Utah
$2.82M +$221K +2,331 +9%
TPA
372
Trivium Point Advisory
Connecticut
$2.81M +$284K +2,999 +11%
FEG
373
Fund Evaluation Group
Ohio
$2.81M -$11.5M -120,941 -81%
DA
374
Dover Advisors
Virginia
$2.79M +$31K +327 +1%
PPW
375
Pasadena Private Wealth
California
$2.75M

IWR Hedge Fund Activity: Q3 2025 in Review

1,426 of the 7,620 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.