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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
QCM
401
Quantinno Capital Management
New York
$2.45M +$618K +6,523 +35%
GIM
402
Goelzer Investment Management
Indiana
$2.45M -$22.4K -236 -0.9%
DP
403
Denver PWM
Colorado
$2.43M
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$2.43M +$140K +1,476 +6%
EK
405
Evensky & Katz
Florida
$2.39M -$79.8K -842 -3%
RIS
406
Retirement Income Solutions
Michigan
$2.39M +$27.5K +290 +1%
AFG
407
ABLE Financial Group
Arizona
$2.37M -$237K -2,504 -9%
BB
408
Busey Bank
Illinois
$2.35M -$74.3K -784 -3%
NFG
409
Nations Financial Group
Iowa
$2.32M -$32.7K -345 -1%
MC
410
Middleton & Co
Massachusetts
$2.31M -$143K -1,508 -6%
AIMC
411
Alley Investment Management Company
Illinois
$2.3M -$13.5K -142 -0.6%
PA
412
Pinnacle Associates
New York
$2.29M -$66.4K -700 -3%
MFP
413
Meridian Financial Partners
Virginia
$2.28M
OLA
414
Oliver Luxxe Assets
New Jersey
$2.27M -$10.3K -109 -0.5%
EFA
415
Evernest Financial Advisors
Indiana
$2.27M
MFG
416
Merit Financial Group
Georgia
$2.26M -$547K -5,767 -20%
FMTC
417
Farmers & Merchants Trust Company
California
$2.25M
VVP
418
Venture Visionary Partners
Ohio
$2.24M +$1.61K +17 +0.1%
1WM
419
1900 Wealth Management
Texas
$2.24M -$73.5K -775 -3%
EIG
420
Ellenbecker Investment Group
Wisconsin
$2.21M +$3.6K +38 +0.2%
LC
421
LCNB Corp
Ohio
$2.21M +$66.5K +702 +3%
BIS
422
BG Investment Services
Guam
$2.21M -$75.3K -794 -3%
WF
423
Welch & Forbes
Massachusetts
$2.2M +$9.95K +105 +0.5%
AP
424
Appleton Partners
Massachusetts
$2.2M -$190 -2 -0%
LT
425
Legacy Trust
Michigan
$2.18M +$68.7K +725 +3%

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.