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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
JBW
1026
Journey Beyond Wealth
Georgia
$333K
HCM
1027
Howland Capital Management
Massachusetts
$330K -$9.48K -100 -3%
TW
1028
TritonPoint Wealth
Maryland
$329K +$284 +3 +0.1%
MAS
1029
Madden Advisory Services
Florida
$329K +$758 +8 +0.2%
APW
1030
Acima Private Wealth
Virginia
$329K
EA
1031
Eclectic Associates
California
$328K -$39K -411 -11%
WI
1032
Wedgewood Investors
Pennsylvania
$325K -$10.9K -115 -3%
BFO
1033
Biltmore Family Office
North Carolina
$323K
KA
1034
Kure Advisory
Minnesota
$322K
OS
1035
Objectivity Squared
South Carolina
$319K +$11.1K +117 +4%
APP
1036
Avantax Planning Partners
Iowa
$319K -$62.7K -661 -17%
GIA
1037
Guyasuta Investment Advisors
Pennsylvania
$319K
SFMG
1038
Sage Financial Management Group
Virginia
$318K
FFL
1039
Future Fund LLC
Illinois
$317K
ABWM
1040
Alpine Bank Wealth Management
Colorado
$317K
MIC
1041
Meridian Investment Counsel
California
$316K
LWMM
1042
Legacy Wealth Management (Mississippi)
Mississippi
$316K -$95.5K -1,008 -24%
AWAG
1043
ARS Wealth Advisors Group
Florida
$315K +$190 +2 +0.1%
VAG
1044
VisionPoint Advisory Group
Texas
$314K -$99.1K -1,045 -24%
GIA
1045
GHP Investment Advisors
Colorado
$312K
DA
1046
Detalus Advisors
Missouri
$311K -$3.6K -38 -1%
AG
1047
AlTi Global
New York
$311K
TVAMP
1048
Tennessee Valley Asset Management Partners
Tennessee
$309K +$303K +3,197 New
VDI
1049
Vaughan David Investments
Illinois
$308K
WCWM
1050
Willow Creek Wealth Management
California
$308K -$34.7K -366 -10%

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.