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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
RFA
901
Register Financial Advisors
Georgia
$462K -$62.6K -660 -12%
EWA
902
Exencial Wealth Advisors
Oklahoma
$461K +$453K +4,775 New
VR
903
Valued Retirements
Texas
$459K
NCM
904
NCM Capital Management
New Jersey
$459K
STA
905
Summit Trail Advisors
New York
$458K
I
906
InvesTrust
Oklahoma
$458K
JFG
907
Jefferies Financial Group
New York
$458K
CTA
908
Colonial Trust Advisors
South Carolina
$457K
4WM
909
49 Wealth Management
Texas
$456K +$1.52K +16 +0.3%
HFP
910
Holistic Financial Partners
Indiana
$455K
SP
911
Stonebrook Private
Michigan
$455K
LFG
912
Lockerman Financial Group
California
$455K
CB
913
Cadence Bank
Mississippi
$453K
FMTCOCP
914
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$453K
RFA
915
Resurgent Financial Advisors
Georgia
$451K
TC
916
Trust Company
Kansas
$450K +$46.7K +493 +12%
IA
917
IFG Advisory
Georgia
$450K +$28.6K +302 +7%
FPW
918
Flagship Private Wealth
Massachusetts
$448K -$20.4K -215 -4%
BFM
919
Broadview Financial Management
Wisconsin
$447K -$4.08K -43 -0.9%
LNB
920
Ledyard National Bank
$446K
Deutsche Bank
921
Deutsche Bank
Germany
$443K +$10.7K +113 +3%
VT
922
Vise Technologies
New York
$442K +$177K +1,868 +69%
BIG
923
Brooklyn Investment Group
New York
$440K +$11.4K +120 +2%
PWM
924
PBMares Wealth Management
Virginia
$440K
AA
925
Advisory Alpha
Michigan
$436K +$8.25K +87 +2%

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.