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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
CL
801
CVFG LLC
Indiana
$601K -$4.74K -50 -0.8%
HCM
802
Hollencrest Capital Management
California
$601K +$10K +106 +2%
AA
803
Alesco Advisors
New York
$599K
VFIC
804
Valley Forge Investment Consultants
Pennsylvania
$598K
HP
805
Holistic Planning
Texas
$597K -$10K -106 -2%
Betterment LLC
806
Betterment LLC
New York
$596K +$138K +1,460 +31%
WCM
807
Windsor Capital Management
Arizona
$596K
WWP
808
Wise Wealth Partners
Arizona
$596K
SEIA
809
Signature Estate & Investment Advisors
California
$590K -$172K -1,813 -23%
CWM
810
Cordatus Wealth Management
Pennsylvania
$590K -$30.1K -318 -5%
FFM
811
Forum Financial Management
Illinois
$589K
CCC
812
Compass Capital Corp
Massachusetts
$585K +$181K +1,908 +46%
ICP
813
Impact Capital Partners
Colorado
$584K +$365K +3,847 +174%
FNT
814
First Nebraska Trust
Nebraska
$584K
RhumbLine Advisers
815
RhumbLine Advisers
Massachusetts
$584K +$121K +1,272 +27%
MA
816
MJP Associates
Connecticut
$583K +$4.17K +44 +0.7%
FCH
817
Freestone Capital Holdings
Washington
$580K +$28.2K +297 +5%
TNB
818
Thomasville National Bank
Georgia
$576K -$78.2K -825 -12%
RCM
819
Richardson Capital Management
Wisconsin
$575K -$4.27K -45 -0.7%
T
820
Tableaux
Massachusetts
$572K +$281K +2,960 +100%
BI
821
Bolthouse Investments
California
$571K
BPC
822
Bearing Point Capital
Minnesota
$571K +$95 +1 +0%
PB
823
Pinnacle Bancorp
Nebraska
$571K +$2.18K +23 +0.4%
SAS
824
SMI Advisory Services
Indiana
$566K -$6.92K -73 -1%
VIA
825
Vickerman Investment Advisors
Washington
$563K -$7.58K -80 -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.