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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
DIP
1101
Davis Investment Partners
North Carolina
$277K
MSFS
1102
Main Street Financial Solutions
Pennsylvania
$276K
SVWG
1103
Shared Vision Wealth Group
United States
$276K +$11.4K +120 +4%
NPT
1104
Nixon Peabody Trust
Massachusetts
$275K -$47.4K -500 -15%
TM
1105
TigerOak Management
New Mexico
$271K
FG
1106
Fairman Group
Pennsylvania
$271K +$474 +5 +0.2%
AMM
1107
American Money Management
California
$270K
NA
1108
Nautilus Advisors
California
$269K +$190 +2 +0.1%
LSWP
1109
Liberty Square Wealth Partners
Pennsylvania
$269K
KJHP
1110
K.J. Harrison & Partners
Ontario, Canada
$268K +$262K +2,769 New
ZIC
1111
ZWJ Investment Counsel
Georgia
$266K +$262K +2,759 New
CAG
1112
Centerpoint Advisory Group
Kansas
$266K -$41.4K -437 -14%
TWG
1113
The Wealth Group
Minnesota
$266K
EW
1114
Enzi Wealth
Texas
$266K
LF
1115
Lantz Financial
Illinois
$266K
SC
1116
Stephenson & Company
California
$266K
OWA
1117
Octavia Wealth Advisors
Ohio
$265K -$8.06K -85 -3%
TH
1118
TCTC Holdings
Texas
$264K -$5.78K -61 -2%
HH
1119
Hilltop Holdings
Texas
$263K -$83.1K -877 -24%
GD
1120
Grandfield & Dodd
New York
$262K
IIA
1121
Integral Investment Advisors
California
$261K
AIM
1122
Aspen Investment Management
Michigan
$261K
ACS
1123
Archford Capital Strategies
Illinois
$261K
TIM
1124
Tortoise Investment Management
New York
$261K
AWC
1125
Abundance Wealth Counselors
Pennsylvania
$260K

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.