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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
SW
426
SVB Wealth
Massachusetts
$2.16M +$2.12M +22,377 New
SCA
427
St. Clair Advisors
Ohio
$2.16M +$8.63K +91 +0.4%
HWA
428
Heritage Wealth Advisors
Virginia
$2.15M
VWM
429
Venturi Wealth Management
Texas
$2.15M
Renaissance Technologies
430
Renaissance Technologies
New York
$2.14M -$47.4K -500 -2%
WAM
431
Weatherly Asset Management
California
$2.13M -$8.53K -90 -0.4%
1SB
432
1ST Source Bank
Indiana
$2.1M +$454K +4,785 +28%
TWC
433
TD Waterhouse Canada
Ontario, Canada
$2.09M +$298K +3,149 +17%
CTA
434
Chesley Taft & Associates
Illinois
$2.08M -$38K -401 -2%
FT
435
Fiduciary Trust
Massachusetts
$2.06M
PA
436
Parallel Advisors
California
$2.06M -$16.8K -177 -0.8%
CWM
437
Cornerstone Wealth Management
Missouri
$2.05M +$10.8K +114 +0.5%
HW
438
HORAN Wealth
Ohio
$2.04M +$2M +21,102 New
MCM
439
Manchester Capital Management
Vermont
$2.03M -$93.8K -990 -4%
OCM
440
One Capital Management
California
$2.03M -$47.8K -504 -2%
SWA
441
Stratos Wealth Advisors
Ohio
$2.02M +$110K +1,162 +6%
SWP
442
Sagespring Wealth Partners
Tennessee
$2.01M +$196K +2,068 +11%
AP
443
Americana Partners
Texas
$2M +$1.3M +13,677 +194%
GWAM
444
Guardian Wealth Advisors (Minnesota)
Minnesota
$2M -$179K -1,889 -8%
BWM
445
BankPlus Wealth Management
Mississippi
$2M +$38.8K +409 +2%
CI
446
Conning Inc
Connecticut
$1.99M -$5.54M -58,403 -74%
TF
447
Tompkins Financial
New York
$1.98M +$1.02M +10,756 +110%
AAS
448
Asset Allocation Strategies
Michigan
$1.97M -$331K -3,496 -15%
CGA
449
Crescent Grove Advisors
Illinois
$1.97M -$2.56K -27 -0.1%
RBC
450
Roble Belko & Company
Pennsylvania
$1.97M

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.