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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
IIA
751
ICW Investment Advisors
Arizona
$702K
FFP
752
FourThought Financial Partners
Florida
$701K
BAMG
753
Brand Asset Management Group
Missouri
$700K +$95 +1 +0%
GSEP
754
Golden State Equity Partners
California
$699K -$2.65K -28 -0.4%
RWP
755
Revolve Wealth Partners
New Jersey
$697K +$366K +3,857 +115%
TP
756
Tranquility Partners
Tennessee
$693K +$5.69K +60 +0.8%
TSW
757
Thompson Siegel & Walmsley
Virginia
$692K
GWM
758
Greenhouse Wealth Management
Connecticut
$691K +$2.27K +24 +0.3%
CG
759
Cynosure Group
Utah
$691K +$2.37K +25 +0.4%
HAIM
760
Hunter Associates Investment Management
Pennsylvania
$689K +$95 +1 +0%
FCFC
761
First Commonwealth Financial Corp
Pennsylvania
$681K -$474 -5 -0.1%
BFPW
762
BOK Financial Private Wealth
Colorado
$681K
CAG
763
Crestwood Advisors Group
Massachusetts
$678K +$180K +1,897 +37%
CWM
764
Cranbrook Wealth Management
Michigan
$678K
AC
765
Anson Capital
Georgia
$669K
ST
766
Smithfield Trust
Pennsylvania
$666K -$16.7K -176 -2%
HI
767
Harbour Investments
Wisconsin
$664K +$27.6K +291 +4%
AO
768
Advisor OS
Illinois
$662K +$11.2K +118 +2%
CCP
769
Cassia Capital Partners
North Carolina
$660K -$42.8K -452 -6%
Ohio Public Employees Retirement System (OPERS)
770
Ohio Public Employees Retirement System (OPERS)
Ohio
$659K +$647K +6,828 New
TWP
771
Triad Wealth Partners
Kansas
$659K +$11.7K +123 +2%
BMC
772
Bear Mountain Capital
Washington
$657K
CAL
773
Capital Analysts LLC
Pennsylvania
$656K -$3.79K -40 -0.6%
MAWA
774
Moss Adams Wealth Advisors
Washington
$655K
FPB
775
First PREMIER Bank
South Dakota
$655K -$8.91K -94 -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.