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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
FBB
676
Fulton Breakefield Broenniman
Maryland
$867K +$28.7K +303 +3%
EWM
677
Empirical Wealth Management
Washington
$861K
PFWA
678
Paces Ferry Wealth Advisors
Georgia
$859K +$1.23K +13 +0.1%
LP
679
LGL Partners
Pennsylvania
$859K +$2.84K +30 +0.3%
BWM
680
Baron Wealth Management
Michigan
$858K +$2.46K +26 +0.3%
MF
681
Montis Financial
Massachusetts
$855K -$39.5K -417 -4%
RCAG
682
Rehmann Capital Advisory Group
Michigan
$853K +$79.3K +837 +10%
AWA
683
AmeriServ Wealth Advisors
Pennsylvania
$849K -$32.5K -343 -4%
GS
684
GWN Securities
Florida
$846K +$7.77K +82 +0.9%
MCM
685
MidAtlantic Capital Management
Virginia
$846K -$26.9K -284 -3%
FIA
686
Foundations Investment Advisors
Arizona
$844K -$184K -1,943 -18%
MCM
687
Mill Capital Management
North Carolina
$842K
BLC
688
Brown, Lisle/Cummings
Rhode Island
$840K
CAC
689
Certified Advisory Corp
Florida
$838K +$115K +1,210 +16%
MA
690
MCF Advisors
Kentucky
$834K +$14K +148 +2%
NLP
691
Next Level Private
New York
$827K -$12.3K -130 -2%
PWS
692
Precision Wealth Strategies
Missouri
$824K
SPC
693
Spirepoint Private Client
Florida
$822K
WWM
694
Western Wealth Management
Colorado
$820K +$6.35K +67 +0.8%
FFB
695
First Financial Bankshares
Texas
$820K
WDG
696
Wealth Dimensions Group
Ohio
$819K -$66.3K -699 -8%
LDB
697
Lee, Danner & Bass
Tennessee
$815K +$49.4K +521 +7%
SC
698
Sapient Capital
Indiana
$814K
RPGK
699
Retirement Planning Group (Kansas)
Kansas
$814K +$5.4K +57 +0.7%
BBA
700
BLB&B Advisors
Pennsylvania
$811K

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.