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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
GWS
701
Glassman Wealth Services
Virginia
$811K
IF
702
Ironwood Financial
Arizona
$811K -$118K -1,243 -13%
ATS
703
Ashton Thomas Securities
New York
$810K +$796K +8,393 New
BIM
704
Baldwin Investment Management
Pennsylvania
$807K
SCI
705
S&CO Inc
Massachusetts
$805K
GC
706
Grimes & Company
Massachusetts
$803K +$2.65K +28 +0.3%
IAA
707
Independent Advisor Alliance
North Carolina
$802K +$787K +8,307 New
CW
708
Curio Wealth
Maryland
$801K -$61.7K -651 -7%
BW
709
BIP Wealth
Georgia
$801K -$1.71K -18 -0.2%
MC
710
Moors & Cabot
Massachusetts
$794K +$4.83K +51 +0.6%
SFP
711
Shepherd Financial Partners
Massachusetts
$794K
BFIM
712
Beese Fulmer Investment Management
Ohio
$793K -$50.6K -534 -6%
SSWM
713
Smith Salley Wealth Management
North Carolina
$788K -$63.3K -668 -8%
ESB
714
Essex Savings Bank
Connecticut
$788K -$8.53K -90 -1%
AC
715
AlphaCore Capital
California
$782K -$43.9K -463 -5%
BFA
716
Beaumont Financial Advisors
Massachusetts
$779K
TWA
717
TCI Wealth Advisors
Arizona
$777K -$2.18K -23 -0.3%
DIA
718
Dana Investment Advisors
Wisconsin
$774K -$7.87K -83 -1%
PGAM
719
Princeton Global Asset Management
New Jersey
$769K
MWM
720
Mission Wealth Management
California
$766K -$27.7K -292 -4%
FDCP
721
Foster Dykema Cabot & Partners
Massachusetts
$764K +$13.7K +144 +2%
MLL
722
Moody Lynn & Lieberson
Massachusetts
$763K
WFA
723
Wellspring Financial Advisors
Ohio
$761K
IAG
724
Investment Advisory Group
Massachusetts
$757K -$75.7K -799 -9%
FFM
725
Flagstone Financial Management
Nebraska
$755K

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.