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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
CCFM
1151
Clear Creek Financial Management
Washington
$243K
BFWM
1152
Bright Futures Wealth Management
New York
$243K +$238K +2,512 New
VRM
1153
Vectors Research Management
New York
$242K
LI
1154
LVZ Inc
Michigan
$241K -$49K -517 -17%
AIS
1155
Accredited Investor Services
Minnesota
$241K -$1.9K -20 -0.8%
BAM
1156
Bellevue Asset Management
Washington
$241K +$2.84K +30 +1%
SC
1157
Scotia Capital
Ontario, Canada
$241K -$33.2K -350 -12%
VF
1158
Vawter Financial
Ohio
$241K +$236K +2,492 New
AC
1159
Asio Capital
Kentucky
$240K -$6.16K -65 -3%
FDDB
1160
Fidelity D&D Bancorp
Pennsylvania
$239K
IP
1161
Ignite Planners
California
$238K +$95 +1 +0%
VA
1162
Vident Advisory
Georgia
$238K
LSA
1163
Lansing Street Advisors
Pennsylvania
$238K -$994K -10,482 -81%
HWM
1164
HighMark Wealth Management
Minnesota
$237K +$379 +4 +0.2%
KWS
1165
Keystone Wealth Services
California
$236K
HWM
1166
Horizons Wealth Management
North Carolina
$236K -$1.61K -17 -0.7%
BCMLT
1167
Beacon Capital Management LLC (Tennessee)
Tennessee
$235K +$18.4K +194 +9%
FFG
1168
Frisch Financial Group
New York
$235K +$569 +6 +0.2%
HCM
1169
Hillman Capital Management
Maryland
$235K
EA
1170
Enclave Advisors
Texas
$235K +$95 +1 +0%
GWM
1171
GDS Wealth Management
Texas
$234K +$1.04K +11 +0.5%
HGA
1172
Hobbs Group Advisors
South Carolina
$233K
SWM
1173
SigFig Wealth Management
California
$232K +$228K +2,403 New
BWP
1174
Baldwin Wealth Partners
Massachusetts
$231K
DF
1175
Dunhill Financial
United Kingdom
$231K

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.