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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
PVAMC
601
PPS&V Asset Management Consultants
Michigan
$1.13M -$34.5K -364 -3%
ZIM
602
Zacks Investment Management
Illinois
$1.13M -$91.1K -961 -8%
CCMG
603
Clark Capital Management Group
Pennsylvania
$1.13M +$85.1K +898 +8%
EF
604
Empowered Funds
Pennsylvania
$1.13M +$506K +5,336 +84%
PHIC
605
Pine Haven Investment Counsel
Massachusetts
$1.11M
UWM
606
USAdvisors Wealth Management
Minnesota
$1.11M +$44.4K +468 +4%
NA
607
Nordwand Advisors
Pennsylvania
$1.11M +$280K +2,950 +35%
CCG
608
Cypress Capital Group
Florida
$1.11M +$6.16K +65 +0.6%
DAS
609
Diversify Advisory Services
Utah
$1.11M -$104K -1,102 -9%
TFA
610
TPG Financial Advisors
Oregon
$1.1M
CCWM
611
Cassaday & Co Wealth Management
Virginia
$1.09M
BTI
612
Blue Trust Inc
Georgia
$1.09M -$51K -538 -5%
BBHC
613
Brown Brothers Harriman & Co
New York
$1.08M
IAS
614
Insigneo Advisory Services
Florida
$1.08M -$17K -179 -2%
SCA
615
Stillwater Capital Advisors
Pennsylvania
$1.07M +$81.6K +861 +8%
IA
616
IFP Advisors
Florida
$1.07M +$88.3K +932 +9%
AAS
617
Ameritas Advisory Services
Nebraska
$1.07M +$639K +6,744 +155%
RIG
618
RiverFront Investment Group
Virginia
$1.06M +$206K +2,171 +25%
JWM
619
Jupiter Wealth Management
Colorado
$1.06M
CAM
620
Columbia Asset Management
Michigan
$1.05M
OFP
621
OFC Financial Planning
New Jersey
$1.05M -$79.8K -842 -7%
DSC
622
Duncker Streett & Co
Missouri
$1.05M +$58.7K +619 +6%
WPW
623
Waldron Private Wealth
Pennsylvania
$1.04M -$10.3K -109 -1%
MAV
624
Mason & Associates (Virginia)
Virginia
$1.04M
CIA
625
Capital Investment Advisors
Georgia
$1.04M +$100K +1,055 +11%

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.