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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
RAS
1051
RPS Advisory Solutions
Kentucky
$308K +$302K +3,187 New
RTC
1052
Riverview Trust Company
Washington
$307K
TCMP
1053
Thrive Capital Management (Pennsylvania)
Pennsylvania
$306K +$301K +3,171 New
AC
1054
Allstate Corporation
Illinois
$304K +$299K +3,150 New
SFC
1055
Strategic Financial Concepts
Texas
$304K +$948 +10 +0.3%
RBWA
1056
RFG - Bristol Wealth Advisors
Massachusetts
$304K -$44K -464 -13%
AWA
1057
Arete Wealth Advisors
Illinois
$303K +$20.7K +218 +7%
DPI
1058
Diversified Portfolios Inc
Michigan
$303K -$1.14K -12 -0.4%
ORC
1059
O'Rourke & Company
Massachusetts
$302K
PWW
1060
Pettyjohn Wood & White
Virginia
$302K -$2.37K -25 -0.8%
RT
1061
Rockland Trust
Massachusetts
$301K +$296K +3,122 New
EA
1062
Emerald Advisors
Washington
$301K
MLRA
1063
Main Line Retirement Advisors
Montana
$300K +$948 +10 +0.3%
Members Trust
1064
Members Trust
Florida
$300K -$127K -1,345 -30%
TCTWM
1065
Three Cord True Wealth Management
Pennsylvania
$300K
AIA
1066
Arbor Investment Advisors
North Carolina
$299K
PFW
1067
Petros Family Wealth
Minnesota
$299K
MHIC
1068
Marble Harbor Investment Counsel
Massachusetts
$299K
HCP
1069
Holt Capital Partners
Texas
$298K
FBT
1070
First Bank & Trust
South Dakota
$298K +$13.2K +139 +5%
GOCP
1071
Great Oak Capital Partners
Massachusetts
$297K +$1.04K +11 +0.4%
PAM
1072
Peak Asset Management
Colorado
$297K
WCG
1073
Weaver Consulting Group
California
$295K
PF
1074
PlanWiser Financial
Colorado
$294K -$7.77K -82 -3%
MSWA
1075
Marshall & Sterling Wealth Advisors
New York
$294K

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.