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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
CFA
376
Cahill Financial Advisors
Minnesota
$2.73M +$123K +1,293 +5%
CQWA
377
Chokshi & Queen Wealth Advisors
California
$2.73M -$164K -1,733 -6%
JF
378
JSF Financial
California
$2.72M -$21.1K -223 -0.8%
MBI
379
May Barnhard Investments
Maryland
$2.71M
FRA
380
Frank Rimerman Advisors
California
$2.71M +$3.41K +36 +0.1%
GBT
381
Grove Bank & Trust
Florida
$2.69M +$219K +2,309 +9%
LKWM
382
Lee-Kelleher Wealth Management
Maryland
$2.69M -$44.6K -470 -2%
AFA
383
Allium Financial Advisors
Oregon
$2.69M +$60.5K +638 +2%
SMC
384
Smith, Moore & Co
Missouri
$2.69M -$29.5K -311 -1%
HWA
385
Hilltop Wealth Advisors
North Carolina
$2.68M +$178K +1,879 +7%
NGA
386
Naples Global Advisors
Florida
$2.63M -$57.2K -603 -2%
GI
387
GAMMA Investing
California
$2.63M +$115K +1,208 +5%
CFP
388
Catalyst Financial Partners
Massachusetts
$2.62M +$32.2K +340 +1%
VA
389
Valmark Advisers
Ohio
$2.61M +$17.8K +188 +0.7%
HP
390
HT Partners
Connecticut
$2.6M
BL
391
BFSG LLC
California
$2.59M +$2.55M +26,875 New
MAM
392
Marquette Asset Management
Minnesota
$2.59M -$15.6K -165 -0.6%
SWA
393
SOA Wealth Advisors
New York
$2.57M +$59.4K +627 +2%
RCA
394
Resonant Capital Advisors
Wisconsin
$2.55M
JWA
395
JFS Wealth Advisors
Pennsylvania
$2.52M -$38.9K -410 -2%
DI
396
DAGCO Inc
Ohio
$2.5M -$19.9K -210 -0.8%
AWM
397
Apollon Wealth Management
South Carolina
$2.5M +$74.7K +788 +3%
Russell Investments Group
398
Russell Investments Group
United Kingdom
$2.49M +$603K +6,359 +33%
LGWM
399
Litman Gregory Wealth Management
California
$2.48M
ITIM
400
Indiana Trust & Investment Management
Indiana
$2.45M

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.