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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
BHIA
626
Birch Hill Investment Advisors
Massachusetts
$1.03M -$9.48K -100 -0.9%
HIA
627
Harbor Investment Advisory
Maryland
$1.03M
CCWA
628
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M -$1.04K -11 -0.1%
RDFA
629
Ritter Daniher Financial Advisory
Ohio
$1.03M -$181K -1,906 -15%
PS
630
Pinney & Scofield
Massachusetts
$1.02M
Neuberger Berman Group
631
Neuberger Berman Group
New York
$1.02M
LGW
632
Leslie Global Wealth
Illinois
$1.02M -$22.7K -239 -2%
OA
633
Operose Advisors
Wisconsin
$1.02M +$569 +6 +0.1%
NB
634
NBT Bank
New York
$1.01M +$474 +5 +0%
BCM
635
Brasada Capital Management
Texas
$1.01M -$8.72K -92 -0.9%
PFG
636
Pacific Financial Group
Washington
$1.01M -$11.3K -119 -1%
NEPPG
637
New England Professional Planning Group
Rhode Island
$1.01M -$11.6K -122 -1%
OWP
638
Obermeyer Wealth Partners
Colorado
$1M
RWM
639
RKL Wealth Management
Pennsylvania
$998K -$385K -4,065 -28%
NCM
640
Narwhal Capital Management
Georgia
$988K
AFO
641
Arrowroot Family Office
California
$987K +$3.22K +34 +0.3%
SAI
642
Savvy Advisors Inc
New York
$978K +$704K +7,424 +275%
ARC
643
Advisor Resource Council
Texas
$976K
ACM
644
Advisors Capital Management
New Jersey
$976K -$3.79K -40 -0.4%
BCG
645
Breakwater Capital Group
New Jersey
$965K -$1.23K -13 -0.1%
BWP
646
Burling Wealth Partners
Illinois
$959K +$493K +5,200 +110%
JHCP
647
Jackson Hole Capital Partners
Oklahoma
$958K
Vontobel Holding
648
Vontobel Holding
Switzerland
$958K
GM
649
GeoWealth Management
Illinois
$953K -$15.1K -159 -2%
AWA
650
American Wealth Advisors
Georgia
$939K +$922K +9,723 New

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.