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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
CSC
851
Caldwell Sutter Capital
California
$528K
SL
852
Salomon & Ludwin
Virginia
$527K -$5.69K -60 -1%
TGIA
853
Torrey Growth & Income Advisors
California
$526K +$517K +5,451 New
JPWM
854
Jamison Private Wealth Management
Georgia
$526K
CIC
855
Carnegie Investment Counsel
Ohio
$526K -$119K -1,258 -19%
WRPWM
856
Werba Rubin Papier Wealth Management
California
$524K +$1.52K +16 +0.3%
WP
857
WealthShield Partners
North Carolina
$521K +$91.4K +964 +22%
GKIM
858
GW&K Investment Management
Massachusetts
$520K
QCM
859
QRG Capital Management
Illinois
$520K -$49.2K -519 -9%
WMA
860
William Mack & Associates
Michigan
$519K +$1.52K +16 +0.3%
FNBTCON
861
First National Bank & Trust Co of Newtown
Pennsylvania
$516K
AWA
862
Arbor Wealth Advisors
Michigan
$515K
BBL
863
Beck Bode LLC
Massachusetts
$513K -$275K -2,901 -35%
EWA
864
Encompass Wealth Advisors
Oregon
$513K
SCP
865
Stevens Capital Partners
Nebraska
$512K -$20.9K -221 -4%
UCB
866
United Community Bank
South Carolina
$512K +$190K +2,002 +61%
AWG
867
Altus Wealth Group
Colorado
$511K -$91.9K -969 -15%
FAI
868
Fiduciary Advisors Inc
Missouri
$510K +$141K +1,492 +39%
NP
869
Nilsine Partners
Colorado
$509K +$265K +2,800 +113%
FDCDDQ
870
Federation des caisses Desjardins du Quebec
Quebec, Canada
$509K +$99.5K +1,050 +25%
BPWM
871
BCS Private Wealth Management
New Jersey
$509K
HCA
872
Harbour Capital Advisors
Virginia
$508K
CNTOF
873
Canandaigua National Trust of Florida
New York
$500K
SCM
874
SOL Capital Management
Maryland
$500K
HCC
875
Hirtle Callaghan & Co
Pennsylvania
$497K

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.