We are live on ! Find out more
IWR icon

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
SA
501
Strategic Advisors
New York
$1.66M -$72.8K -768 -4%
FC
502
Fulcrum Capital
Washington
$1.66M -$125K -1,319 -7%
MPCG
503
Matrix Private Capital Group
New York
$1.66M
PSA
504
Plum Street Advisors
Louisiana
$1.63M -$2.94K -31 -0.2%
SFWC
505
Strategic Family Wealth Counselors
New Jersey
$1.63M
HIMC
506
Heritage Investors Management Corp
Maryland
$1.63M -$43.6K -460 -3%
PCA
507
Pallas Capital Advisors
Massachusetts
$1.63M -$40.4K -426 -2%
NF
508
Nvest Financial
New Hampshire
$1.61M -$344K -3,630 -18%
LBC
509
Lowe Brockenbrough & Co
Virginia
$1.61M -$44.1K -465 -3%
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$1.6M +$504K +5,320 +47%
BFO
511
Boston Family Office
Massachusetts
$1.6M
KBFS
512
Kohmann Bosshard Financial Services
Ohio
$1.6M +$225K +2,378 +17%
WFA
513
WestHill Financial Advisors
California
$1.59M +$54.2K +572 +4%
AFP
514
Ausdal Financial Partners
Iowa
$1.59M +$734K +7,744 +89%
HSA
515
HBK Sorce Advisory
Pennsylvania
$1.59M -$81.6K -861 -5%
Lazard Asset Management
516
Lazard Asset Management
New York
$1.57M -$304K -3,202 -16%
BEAM
517
Baker Ellis Asset Management
Washington
$1.57M
FHB
518
First Hawaiian Bank
Hawaii
$1.55M
MWM
519
Moulton Wealth Management
Washington
$1.54M +$224K +2,363 +17%
PFBT
520
Parkside Financial Bank & Trust
Missouri
$1.54M
CWAG
521
Compton Wealth Advisory Group
Virginia
$1.54M +$7.2K +76 +0.5%
RFW
522
Rainier Family Wealth
Washington
$1.53M +$52.8K +557 +4%
PWMAG
523
Pinnacle Wealth Management Advisory Group
New Jersey
$1.53M
WDL
524
Well Done LLC
Michigan
$1.52M +$99.3K +1,048 +7%
CWM
525
Calamos Wealth Management
Illinois
$1.51M +$164K +1,729 +12%

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.