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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
CWM
551
Connecticut Wealth Management
Connecticut
$1.4M -$186K -1,963 -12%
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$1.4M -$85.6K -903 -6%
VCM
553
Vivaldi Capital Management
Illinois
$1.4M
GAG
554
GM Advisory Group
New York
$1.39M +$474 +5 +0%
RWB
555
RMR Wealth Builders
New Jersey
$1.39M +$58.1K +613 +4%
LW
556
Linscomb Wealth
Texas
$1.39M -$140K -1,472 -9%
FFBTD
557
First Financial Bank - Trust Division
Ohio
$1.38M
SW
558
Simplicity Wealth
New Jersey
$1.37M +$41.2K +435 +3%
BFA
559
Bill Few Associates
Pennsylvania
$1.37M -$8.06K -85 -0.6%
DWP
560
Daymark Wealth Partners
Ohio
$1.37M -$13.3K -140 -1%
SIA
561
SeaBridge Investment Advisors
New Jersey
$1.35M
PTC
562
Philadelphia Trust Company
Pennsylvania
$1.34M
EP
563
Ehrenkranz Partners
New York
$1.34M +$1.32M +13,898 New
KA
564
Klingman & Associates
New York
$1.34M
DWMS
565
Dominguez Wealth Management Solutions
Virginia
$1.33M +$1.42K +15 +0.1%
FPAS
566
Focus Partners Advisor Solutions
Missouri
$1.32M +$286K +3,015 +28%
MMG
567
Monetary Management Group
Missouri
$1.32M +$56.9K +600 +5%
LWM
568
Lyell Wealth Management
California
$1.31M -$2.27K -24 -0.2%
AA
569
Armis Advisers
Georgia
$1.31M +$342K +3,603 +36%
PIMG
570
Patriot Investment Management Group
Tennessee
$1.3M
WAG
571
Winthrop Advisory Group
Massachusetts
$1.3M +$298K +3,141 +30%
NBWM
572
North Berkeley Wealth Management
California
$1.29M
AFG
573
Atomi Financial Group
New York
$1.28M -$122K -1,287 -9%
GLA
574
Great Lakes Advisors
Illinois
$1.27M -$418K -4,410 -25%
TFGT
575
TS Financial Group (TSFG)
Illinois
$1.27M -$14.6K -154 -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.