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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
FA
726
Fermata Advisors
California
$755K +$379 +4 +0.1%
B
727
Bensler
Washington
$752K +$95 +1 +0%
BCM
728
Buckhead Capital Management
Georgia
$752K
OSNBOA
729
Old Second National Bank of Aurora
Illinois
$751K
TCA
730
Transcend Capital Advisors
New Jersey
$749K -$36.9K -389 -5%
CBT
731
Central Bank & Trust
Kentucky
$749K
FWP
732
Forefront Wealth Partners
Texas
$747K +$733K +7,737 New
SIAS
733
Summit Investment Advisory Services
Minnesota
$743K +$190 +2 +0%
FA
734
Fiduciary Alliance
South Carolina
$741K -$42.2K -445 -5%
LFG
735
Larson Financial Group
Missouri
$738K -$101K -1,065 -12%
WLPWM
736
Walled Lake Planning & Wealth Management
Illinois
$737K +$32.1K +339 +5%
JFA
737
JNBA Financial Advisors
Minnesota
$734K
DWP
738
Destiny Wealth Partners
Florida
$733K
BFA
739
Bragg Financial Advisors
North Carolina
$729K -$9.86K -104 -1%
CT
740
Caldwell Trust
Florida
$727K +$4.46K +47 +0.6%
IWP
741
Invenio Wealth Partners
Florida
$727K
Empower Advisory Group
742
Empower Advisory Group
Colorado
$725K -$5.4K -57 -0.8%
BWA
743
BlueSky Wealth Advisors
North Carolina
$722K
BFW
744
Brady Family Wealth
Missouri
$714K -$569 -6 -0.1%
IWB
745
Innovative Wealth Building
Maryland
$711K +$98.5K +1,039 +16%
KHCM
746
Kirtland Hills Capital Management
Ohio
$708K +$149K +1,567 +27%
EPW
747
Endeavor Private Wealth
Kansas
$706K +$293K +3,090 +73%
VCP
748
Vista Capital Partners
Oregon
$705K +$693K +7,306 New
AWM
749
Angeles Wealth Management
California
$705K
KLI
750
Kelman-Lazarov Inc
Tennessee
$703K +$690K +7,283 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.