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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
FMWA
451
Forvis Mazars Wealth Advisors
Missouri
$1.97M -$30.6K -323 -2%
USCWA
452
U.S. Capital Wealth Advisors
Texas
$1.97M -$85.1K -898 -4%
MWM
453
Meridian Wealth Management
Kentucky
$1.95M -$68.9K -727 -3%
WPC
454
Waters Parkerson & Co
Louisiana
$1.95M
FFA
455
Farther Finance Advisors
California
$1.95M +$71.2K +751 +4%
AF
456
Allworth Financial
California
$1.95M +$102K +1,077 +6%
EWA
457
EverSource Wealth Advisors
Alabama
$1.93M +$1.73M +18,208 +1,034%
BTW
458
Boston Trust Walden
Massachusetts
$1.9M
AA
459
Ancora Advisors
Ohio
$1.9M -$50.2K -530 -3%
SI
460
Saxon Interests
Texas
$1.9M -$1.86M -19,578 -50%
BRWA
461
B. Riley Wealth Advisors
Florida
$1.89M -$1.16M -12,185 -38%
SB
462
Simmons Bank
Arkansas
$1.89M -$56.1K -592 -3%
CA
463
Continuum Advisory
Idaho
$1.89M +$158K +1,669 +9%
ZF
464
Zhang Financial
Michigan
$1.89M +$664 +7 +0%
MBT
465
Montecito Bank & Trust
California
$1.86M +$1.83M +19,309 New
PI
466
PFG Investments
New York
$1.85M +$64.4K +679 +4%
CM
467
Columbus Macro
Pennsylvania
$1.84M -$20.6K -217 -1%
PBO
468
Peoples Bank (Ohio)
Ohio
$1.83M -$19.2K -203 -1%
FW
469
Fairway Wealth
Ohio
$1.82M +$5.31K +56 +0.3%
CAG
470
Csenge Advisory Group
Florida
$1.82M +$129K +1,358 +8%
PMG
471
Private Management Group
California
$1.82M
LB
472
Legacy Bridge
Iowa
$1.81M +$9.48K +100 +0.5%
Wealthfront Advisers
473
Wealthfront Advisers
California
$1.81M +$57.6K +608 +3%
CIA
474
Choate Investment Advisors
Massachusetts
$1.81M +$20.7K +218 +1%
CSP
475
Cary Street Partners
Virginia
$1.8M -$17.3K -183 -1%

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.