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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
OWM
526
Orgel Wealth Management
Wisconsin
$1.5M -$24.4K -257 -2%
AQR Capital Management
527
AQR Capital Management
Connecticut
$1.5M +$944K +9,962 +180%
C
528
Certuity
Florida
$1.48M -$64.2K -677 -4%
AB
529
Atlas Brown
Kentucky
$1.48M -$18.2K -192 -1%
IA
530
IFG Advisors
Missouri
$1.47M +$20.4K +215 +1%
WB
531
Webster Bank
Connecticut
$1.47M
WPA
532
West Paces Advisors
Georgia
$1.47M -$4.74K -50 -0.3%
PCIG
533
Partners Capital Investment Group
Massachusetts
$1.47M -$251K -2,645 -15%
EARNEST Partners
534
EARNEST Partners
Georgia
$1.46M -$555K -5,858 -28%
BCA
535
Bay Colony Advisors
Massachusetts
$1.46M +$4.46K +47 +0.3%
GF
536
Gries Financial
Ohio
$1.46M -$81.3K -858 -5%
Allspring Global Investments
537
Allspring Global Investments
North Carolina
$1.46M +$875K +9,228 +156%
GVAG
538
Great Valley Advisor Group
Delaware
$1.45M +$2.08K +22 +0.1%
LWM
539
Luminvest Wealth Management
Arizona
$1.45M
SW
540
SlateStone Wealth
Florida
$1.45M -$9.48K -100 -0.7%
AWM
541
Avior Wealth Management
Nebraska
$1.44M +$678K +7,152 +92%
PCM
542
Parsons Capital Management
Rhode Island
$1.44M -$22.8K -240 -2%
PIA
543
Perennial Investment Advisors
California
$1.43M -$48.6K -513 -3%
AWA
544
Arkadios Wealth Advisors
Georgia
$1.42M +$206K +2,176 +17%
SMA
545
Sage Mountain Advisors
Georgia
$1.42M
HAFS
546
Hapanowicz & Associates Financial Services
Pennsylvania
$1.42M -$37.4K -395 -3%
CWA
547
Centennial Wealth Advisory
Michigan
$1.42M +$25.7K +271 +2%
FA
548
Fiducient Advisors
Illinois
$1.42M +$164K +1,727 +13%
MA
549
MBA Advisors
Pennsylvania
$1.41M -$28.4K -300 -2%
EAM
550
Empirical Asset Management
Massachusetts
$1.41M +$9.01K +95 +0.7%

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.