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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
IWA
926
Invera Wealth Advisors
Oregon
$436K
KWMG
927
King Wealth Management Group
Florida
$436K
FCA
928
Fortis Capital Advisors
Kansas
$435K -$13.9K -147 -3%
MAM
929
MWA Asset Management
Massachusetts
$435K -$3.32K -35 -0.8%
HWM
930
Hohimer Wealth Management
Washington
$430K
CCA
931
Checchi Capital Advisers
California
$429K
KP
932
Keel Point
Alabama
$429K +$948 +10 +0.2%
BTD
933
BankPlus Trust Department
Mississippi
$428K
GAA
934
Guardian Asset Advisors
Pennsylvania
$428K -$61.3K -647 -13%
JJBC
935
James J. Burns & Company
New York
$427K -$57.1K -602 -12%
TGAM
936
TBH Global Asset Management
Tennessee
$426K +$418K +4,415 New
HCM
937
HMS Capital Management
Tennessee
$424K
PL
938
Plancorp LLC
Missouri
$423K -$42.2K -445 -9%
TAFW
939
Tred Avon Family Wealth
Maryland
$419K +$411K +4,335 New
BB
940
Bell Bank
North Dakota
$418K
TI
941
Truepoint Inc
Ohio
$416K
BFG
942
Bouchey Financial Group
New York
$415K +$7.58K +80 +2%
LFA
943
Legacy Financial Advisors
Kentucky
$415K -$39.8K -420 -9%
MIAS
944
Mason Investment Advisory Services
Virginia
$414K +$167K +1,766 +70%
National Bank of Canada
945
National Bank of Canada
Quebec, Canada
$411K +$107K +1,124 +36%
FFA
946
Founders Financial Alliance
North Carolina
$410K +$160K +1,689 +66%
KCPG
947
Kavar Capital Partners Group
Kansas
$410K +$65.2K +688 +19%
MIM
948
MTM Investment Management
South Carolina
$408K
CBOR
949
Community Bank of Raymore
Missouri
$408K
RWA
950
Redhawk Wealth Advisors
Minnesota
$407K -$30.3K -320 -7%

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.