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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
CWMK
476
Caliber Wealth Management (Kansas)
Kansas
$1.8M -$847K -8,933 -32%
MPWT
477
MassMutual Private Wealth & Trust
Connecticut
$1.8M +$7.2K +76 +0.4%
FNB
478
Farmers National Bank
Kentucky
$1.79M +$122K +1,288 +7%
BAM
479
Belpointe Asset Management
Nevada
$1.78M -$22.4K -236 -1%
ZBNA
480
Zions Bancorporation, National Association
Utah
$1.77M
SCA
481
Southern Capital Advisors
Tennessee
$1.77M +$104K +1,102 +6%
SL
482
SWMG LLC
Texas
$1.76M +$165K +1,736 +11%
FWM
483
FMB Wealth Management
California
$1.76M
MFG
484
MidWestOne Financial Group
Iowa
$1.75M
CIA
485
Concurrent Investment Advisors
Florida
$1.72M +$44.6K +470 +3%
JPG
486
Jordan Park Group
California
$1.72M -$148K -1,563 -8%
NCG
487
Newport Capital Group
New Jersey
$1.71M -$31.7K -334 -2%
IRC
488
Investors Research Corp
Georgia
$1.71M -$44.5K -469 -3%
MW
489
MBL Wealth
North Carolina
$1.71M -$28.4K -300 -2%
CHAM
490
Clear Harbor Asset Management
Connecticut
$1.71M
RC
491
Roundview Capital
New Jersey
$1.7M
SCA
492
Sage Capital Advisors
South Dakota
$1.7M -$41.1K -434 -2%
PCA
493
Prosperity Capital Advisors
Ohio
$1.7M +$31.5K +332 +2%
WPC
494
White Pine Capital
Minnesota
$1.69M -$224K -2,367 -12%
AF
495
Atala Financial
California
$1.69M +$278K +2,928 +20%
LWL
496
Leo Wealth LLC
Texas
$1.69M +$5.5K +58 +0.3%
RMDI
497
R.M. Davis Inc
Maine
$1.69M -$29.4K -310 -2%
FPGK
498
Financial Partners Group (Kansas)
Kansas
$1.68M +$28.9K +305 +2%
CA
499
Crumly & Associates
Illinois
$1.68M -$417K -4,403 -20%
CWP
500
Corepath Wealth Partners
Arizona
$1.66M +$1.2M +12,631 +282%

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.