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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
MWM
776
McNaughton Wealth Management
California
$655K -$11.2K -118 -2%
DFA
777
Davies Financial Advisors
California
$653K +$3.7K +39 +0.6%
CAMG
778
CWA Asset Management Group
Florida
$650K -$52.1K -550 -8%
FB
779
First Bancorp
Maine
$646K +$40.1K +423 +7%
WPC
780
Wedmont Private Capital
Pennsylvania
$643K +$284 +3 +0%
BA
781
Ballew Advisors
Mississippi
$641K +$190 +2 +0%
SWM
782
SilverOak Wealth Management
Minnesota
$638K
CF
783
Centaurus Financial
California
$638K +$37.9K +400 +6%
OPCM
784
Osborne Partners Capital Management
California
$637K
VC
785
Veracity Capital
Georgia
$631K -$284 -3 -0%
SCTC
786
Sanibel Captiva Trust Company
Florida
$630K
ARG
787
Advisory Resource Group
Oklahoma
$625K +$1.33K +14 +0.2%
SWM
788
Segment Wealth Management
Texas
$623K
AWP
789
Axis Wealth Partners
Rhode Island
$620K -$2.11M -22,283 -78%
PP
790
Postrock Partners
Oregon
$616K
RZH
791
Relyea Zuckerberg Hanson
Connecticut
$613K -$151K -1,594 -20%
AMBIA
792
Allen Mooney & Barnes Investment Advisors
Georgia
$611K
CA
793
CoreCap Advisors
Michigan
$610K +$101K +1,065 +20%
CCFCSB
794
Cape Cod Five Cents Savings Bank
Massachusetts
$609K
MAM
795
Madison Asset Management
Wisconsin
$609K -$84.4K -890 -12%
MC
796
Mathes Company
New York
$608K
RWM
797
Reston Wealth Management
Virginia
$607K +$1.8K +19 +0.3%
BSB
798
Bangor Savings Bank
Maine
$605K
AWM
799
AAF Wealth Management
Massachusetts
$603K +$105K +1,107 +22%
FAT
800
First American Trust
California
$602K +$23.1K +244 +4%

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.