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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
IWMA
976
Ironwood Wealth Management (Arizona)
Arizona
$385K -$1.04K -11 -0.3%
AFA
977
Antonelli Financial Advisors
Michigan
$385K -$64K -675 -14%
PWA
978
Prairie Wealth Advisors
Nebraska
$382K
SWA
979
Sax Wealth Advisors
New Jersey
$380K +$95 +1 +0%
TFA
980
Tobias Financial Advisors
Florida
$380K +$93.6K +987 +34%
DWAM
981
Duncan Williams Asset Management
Tennessee
$379K -$24.6K -260 -6%
FNA
982
First National Advisers
Nebraska
$377K
GPA
983
Guidance Point Advisors
Massachusetts
$376K +$95 +1 +0%
MFA
984
McClarren Financial Advisors
Pennsylvania
$376K -$353K -3,724 -96%
TWM
985
Tanager Wealth Management
United Kingdom
$375K
LWMNY
986
Landmark Wealth Management (New York)
New York
$375K +$3.22K +34 +0.9%
SA
987
Sovran Advisors
California
$375K -$193K -2,040 -34%
ACA
988
Affinity Capital Advisors
California
$374K -$268K -2,825 -42%
SWM
989
Steinberganna Wealth Management
New York
$374K +$368K +3,877 New
CCM
990
Colorado Capital Management
Colorado
$372K -$32.3K -341 -8%
MWM
991
MGB Wealth Management
Texas
$372K +$365K +3,852 New
PPW
992
PACK Private Wealth
Minnesota
$369K
FA
993
Financial Alternatives
California
$368K
BWP
994
Bernardo Wealth Planning
Pennsylvania
$367K -$3.03K -32 -0.8%
OL
995
Optas LLC
Texas
$367K
VFG
996
V2 Financial group
Illinois
$367K
EWM
997
Evermay Wealth Management
Virginia
$365K
CAM
998
CPA Asset Management
Florida
$365K
CFS
999
CRA Financial Services
New Jersey
$365K +$95 +1 +0%
AEPWM
1000
Atlantic Edge Private Wealth Management
Florida
$363K

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.