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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
PCM
1001
Poehling Capital Management
Wisconsin
$362K +$15.5K +163 +5%
MMPW
1002
Mitchell McLeod Pugh & Williams
Alabama
$360K
WW
1003
Waterfront Wealth
Kansas
$359K -$7.87K -83 -2%
WCM
1004
Winthrop Capital Management
Indiana
$359K
HPC
1005
HM Payson & Co
Maine
$359K -$37.9K -400 -10%
EL
1006
EWA LLC
Pennsylvania
$357K -$6.35K -67 -2%
TW
1007
Towerpoint Wealth
California
$356K +$29.2K +308 +9%
SMI
1008
Shelter Mutual Insurance
Missouri
$353K -$37K -390 -10%
LIA
1009
LBMC Investment Advisors
Tennessee
$353K
VFG
1010
Victory Financial Group
Texas
$351K
OHWP
1011
Oak Harbor Wealth Partners
North Carolina
$351K +$1.52K +16 +0.4%
First Manhattan
1012
First Manhattan
New York
$351K
TAM
1013
Townsend Asset Management
North Carolina
$349K +$95 +1 +0%
AFTS
1014
American Financial & Tax Strategies
New York
$348K -$4.83K -51 -1%
BCAM
1015
Boston Common Asset Management
Massachusetts
$348K +$66.4K +700 +24%
Fisher Asset Management
1016
Fisher Asset Management
Washington
$347K +$341K +3,598 New
BC
1017
Burney Company
Virginia
$345K +$88.5K +934 +35%
AL
1018
ADE LLC
Maryland
$344K +$337K +3,560 New
DSN
1019
D. Scott Neal
Kentucky
$344K
GFA
1020
Gallagher Fiduciary Advisors
Illinois
$343K +$14.9K +157 +5%
CA
1021
Crewe Advisors
Utah
$343K
UBV
1022
United Bank (Virginia)
Virginia
$341K
ST
1023
Spinnaker Trust
Maine
$340K
TDWM
1024
Topel & Distasi Wealth Management
California
$340K
BGAI
1025
Bruce G. Allen Investments
Colorado
$339K +$1.14K +12 +0.3%

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.