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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
18.72%
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
RWA
76
River Wealth Advisors
Pennsylvania
$39.7M +$817K +8,619 +2%
Kayne Anderson Rudnick Investment Management
77
Kayne Anderson Rudnick Investment Management
California
$39.5M +$5.47M +57,666 +16%
SIA
78
Stegner Investment Associates
Kentucky
$38.8M +$4.3M +45,325 +13%
WANY
79
Wealthspire Advisors (New York)
New York
$37.7M +$552K +5,822 +2%
BlackRock
80
BlackRock
New York
$37M +$8.22M +86,677 +29%
DWM
81
Dakota Wealth Management
Florida
$36.2M -$6.13M -64,667 -15%
AF
82
Alerus Financial
North Dakota
$36.2M -$934K -9,851 -3%
Corient Private Wealth
83
Corient Private Wealth
Florida
$36.2M -$4.46M -47,053 -11%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$35.6M -$791K -8,350 -2%
CT
85
Coastline Trust
Rhode Island
$35.1M +$82.8K +874 +0.2%
GC
86
Gilbert & Cook
Iowa
$35M -$1.64M -17,277 -5%
WSFS
87
Wilmington Savings Fund Society
Delaware
$32.5M -$4.23M -44,670 -12%
Brown Advisory
88
Brown Advisory
Maryland
$32.4M -$432K -4,558 -1%
CIG
89
Consolidated Investment Group
Colorado
$31.2M
DADC
90
D.A. Davidson & Co
Montana
$30.8M +$598K +6,307 +2%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$30.5M +$13.5M +142,468 +82%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$30.1M -$948 -10 -0%
RFC
93
Regions Financial Corp
Alabama
$29.1M +$919K +9,694 +3%
MML Investors Services
94
MML Investors Services
Massachusetts
$28.9M -$3.38M -35,663 -11%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$28.3M +$21.6M +227,455 +348%
CCM
96
Coldstream Capital Management
Washington
$28M -$246K -2,599 -0.9%
AWM
97
AE Wealth Management
Kansas
$27.7M +$3.41M +35,969 +14%
Stifel Financial
98
Stifel Financial
Missouri
$26.6M +$2.32M +24,470 +10%
SIC
99
Sigma Investment Counselors
Michigan
$26.1M -$303K -3,192 -1%
HFS
100
Hantz Financial Services
Michigan
$25.6M -$228K -2,409 -0.9%

IWR Hedge Fund Activity: Q3 2025 in Review

1,426 of the 7,619 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.