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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
AFP
826
Alpha Financial Partners
Kentucky
$560K +$9.48K +100 +2%
KCM
827
Kendall Capital Management
Maryland
$560K
FWIA
828
Fort Washington Investment Advisors
Ohio
$558K -$15.5K -164 -3%
FBC
829
Fairfield, Bush & Co
Connecticut
$556K -$948 -10 -0.2%
MFG
830
Midwest Financial Group
Kansas
$553K +$242K +2,557 +81%
BHWM
831
Bar Harbor Wealth Management
New Hampshire
$551K -$60.8K -641 -10%
WP
832
Westmount Partners
California
$551K
PAM
833
Palisade Asset Management
Minnesota
$550K +$95 +1 +0%
PNC
834
Park National Corp
Ohio
$550K -$23.4K -247 -4%
BCM
835
Brookstone Capital Management
Illinois
$549K -$20.9K -220 -4%
JIC
836
Joel Isaacson & Co
New York
$547K -$9.29K -98 -2%
TCOTS
837
Trust Company of the South
North Carolina
$547K -$20K -211 -4%
BAS
838
Brueske Advisory Services
Washington
$546K
NB
839
Nicolet Bankshares
Wisconsin
$545K
FPCG
840
Forum Private Client Group
Indiana
$545K -$18K -190 -3%
SWA
841
SFMG Wealth Advisors
Texas
$544K
TFM
842
TFC Financial Management
Massachusetts
$541K
MIM
843
Macroview Investment Management
Maryland
$540K -$3.32K -35 -0.6%
SCA
844
Sandy Cove Advisors
Massachusetts
$539K +$284 +3 +0.1%
PAS
845
PKS Advisory Services
New York
$536K +$190 +2 +0%
ET
846
Equitable Trust
Tennessee
$534K +$19.5K +206 +4%
TW
847
Traveka Wealth
California
$532K +$523K +5,515 New
FHA
848
Flagship Harbor Advisors
Massachusetts
$530K +$6.26K +66 +1%
BWA
849
Blodgett Wealth Advisors
California
$528K
FCM
850
Fourpath Capital Management
Oklahoma
$528K

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.