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
VPP
651
Vertex Planning Partners
Illinois
$933K +$14.4K +152 +2%
NSIM
652
North Star Investment Management
Illinois
$933K +$16.2K +171 +2%
MWA
653
Midland Wealth Advisors
Illinois
$930K -$19.6K -207 -2%
HSWS
654
Higgins & Schmidt Wealth Strategies
Colorado
$929K -$1.42K -15 -0.2%
LIM
655
Leavell Investment Management
Alabama
$928K -$24K -253 -3%
OIA
656
Optimum Investment Advisors
Illinois
$923K -$44.5K -469 -5%
CWP
657
Cyndeo Wealth Partners
Florida
$921K +$6.73K +71 +0.7%
GA
658
Goldstein Advisors
Wisconsin
$919K -$284K -2,993 -24%
PMFA
659
Plante Moran Financial Advisors
Michigan
$917K +$5.59K +59 +0.6%
EIA
660
Edgemoor Investment Advisors
Maryland
$913K +$332K +3,500 +59%
BFA
661
Beacon Financial Advisory
Ohio
$911K +$758 +8 +0.1%
GWANC
662
Guardian Wealth Advisors (North Carolina)
North Carolina
$910K -$7.3K -77 -0.8%
PP
663
Patten & Patten
Tennessee
$908K +$891K +9,400 New
UF
664
Univest Financial
Pennsylvania
$907K -$10.6K -112 -1%
JIP
665
Jaffetilchin Investment Partners
Florida
$904K -$23.1K -244 -3%
CW
666
CreativeOne Wealth
Kansas
$904K -$310K -3,275 -26%
PL
667
Parthenon LLC
Kentucky
$900K -$39.8K -420 -4%
CWM
668
Circle Wealth Management
New Jersey
$892K +$876K +9,240 New
ANBT
669
American National Bank & Trust
Texas
$890K
SWM
670
Selective Wealth Management
Virginia
$885K
HAP
671
Harbor Asset Planning
Massachusetts
$883K +$2.94K +31 +0.3%
KCM
672
Kanawha Capital Management
Virginia
$877K -$18K -190 -2%
VPIM
673
Vanguard Personalized Indexing Management
California
$871K +$26.8K +283 +3%
V
674
ViaWealth
Kansas
$871K
CFFP
675
Center for Financial Planning
Michigan
$870K +$758 +8 +0.1%

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.