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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
BWA
951
BlueChip Wealth Advisors
Georgia
$407K
PFGIA
952
Patriot Financial Group Insurance Agency
Massachusetts
$407K -$24.9K -263 -6%
CCT
953
Capital City Trust
Florida
$407K
NIM
954
Northeast Investment Management
Massachusetts
$406K
BWM
955
BAM Wealth Management
Colorado
$406K +$399K +4,209 New
NRI
956
NFP Retirement Inc
California
$406K -$4.55K -48 -1%
MA
957
Mutual Advisors
Nebraska
$404K +$68.9K +727 +21%
AF
958
Advisornet Financial
Minnesota
$404K -$39.7K -419 -9%
ST
959
Sentinel Trust
Texas
$402K
BZWA
960
Blue Zone Wealth Advisors
California
$402K -$1.14K -12 -0.3%
VCM
961
Versant Capital Management
Arizona
$400K
BAAM
962
Baker Avenue Asset Management
California
$398K +$1.23K +13 +0.3%
KWA
963
Kingswood Wealth Advisors
California
$397K +$45.9K +484 +13%
MFG
964
Magnus Financial Group
New York
$397K +$15.5K +163 +4%
IF
965
Intrua Financial
Texas
$396K -$113K -1,192 -23%
JWM
966
JGP Wealth Management
Oregon
$394K +$36.2K +382 +10%
AF
967
Arrow Financial
New York
$394K
AWM
968
Aprio Wealth Management
Georgia
$393K +$1.33K +14 +0.3%
LFS
969
Lutz Financial Services
Nebraska
$393K -$284 -3 -0.1%
RFS
970
Richardson Financial Services
Massachusetts
$391K +$77.3K +816 +25%
BA
971
Bridgewater Advisors
New York
$389K -$19K -200 -5%
PWA
972
Phoenix Wealth Advisors
North Carolina
$386K
RW
973
REDW Wealth
New Mexico
$386K
RA
974
RFG Advisory
Alabama
$386K -$24.8K -262 -6%
ABC
975
Associated Banc-Corp
Wisconsin
$386K

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.