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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
1IA
1076
1834 Investment Advisors
Wisconsin
$292K
NWMP
1077
Noble Wealth Management PBC
Colorado
$292K +$287K +3,026 New
UIA
1078
Ulland Investment Advisors
Minnesota
$292K
ATC
1079
Adirondack Trust Company
New York
$292K +$49K +517 +21%
TA
1080
TPG Advisors
Illinois
$292K
FAM
1081
Formidable Asset Management
Ohio
$291K
Prudential Financial
1082
Prudential Financial
New Jersey
$290K -$114K -1,200 -29%
DFA
1083
DHJJ Financial Advisors
Illinois
$290K
OPPS
1084
Obsidian Personal Planning Solutions
Maryland
$289K
RHP
1085
Royal Harbor Partners
Texas
$288K
GWM
1086
GSB Wealth Management
Connecticut
$287K
UB
1087
Umpqua Bank
Oregon
$287K +$283K +2,983 New
GGS
1088
Galvin Gaustad & Stein
Arizona
$286K
PFA
1089
Pure Financial Advisors
California
$286K -$5.12K -54 -2%
PCA
1090
Peddock Capital Advisors
Massachusetts
$285K -$5.12K -54 -2%
AF
1091
Apexium Financial
Texas
$284K +$853 +9 +0.3%
AIA
1092
Accelerate Investment Advisors
California
$284K -$6.16K -65 -2%
CIAS
1093
CFS Investment Advisory Services
New Jersey
$283K +$13.4K +141 +5%
SWRP
1094
Summit Wealth & Retirement Planning
California
$282K
TC
1095
TAGStone Capital
North Carolina
$281K
PAW
1096
Plan A Wealth
Nebraska
$281K -$19K -200 -6%
CFGW
1097
Chancellor Financial Group WB
Pennsylvania
$281K -$12.5K -132 -4%
OP
1098
ORG Partners
Indiana
$281K +$276K +2,910 New
FCB
1099
First County Bank
Connecticut
$278K -$16.6K -175 -6%
PCH
1100
PGIM Custom Harvest
New Jersey
$278K -$7.2K -76 -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.