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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
HP
1176
Hilltop Partners
Indiana
$231K +$190 +2 +0.1%
MSA
1177
Marino Stram & Associates
Massachusetts
$230K -$18.2K -192 -7%
RBC
1178
Romano Brothers & Co
Illinois
$229K
BAM
1179
Berkshire Asset Management
Pennsylvania
$229K
CCMI
1180
Creative Capital Management Investments
California
$229K
AOWM
1181
Alpha Omega Wealth Management
Virginia
$229K -$12.4K -131 -5%
BG
1182
Bollard Group
Massachusetts
$228K +$474 +5 +0.2%
CMP
1183
Courage Miller Partners
Virginia
$227K
TWM
1184
Tradition Wealth Management
Minnesota
$224K +$95 +1 +0%
SOS
1185
Silver Oak Securities
Tennessee
$224K +$9.1K +96 +4%
WG
1186
Welch Group
Alabama
$224K +$1.61K +17 +0.7%
CIA
1187
Compass Ion Advisors
Pennsylvania
$224K
DPW
1188
DiNuzzo Private Wealth
Pennsylvania
$223K
P
1189
Pitcairn
Pennsylvania
$223K
WS
1190
Wedbush Securities
California
$223K -$583K -6,151 -73%
AIM
1191
Athena Investment Management
California
$222K
RWM
1192
Ritholtz Wealth Management
New York
$222K
BFWA
1193
Benchmark Financial Wealth Advisors
Florida
$222K +$758 +8 +0.3%
OFS
1194
OneAscent Financial Services
Alabama
$221K -$474 -5 -0.2%
MIA
1195
MainStreet Investment Advisors
Illinois
$220K
CWS
1196
Confluence Wealth Services
Pennsylvania
$220K
SAW
1197
Signal Advisors Wealth
Michigan
$219K +$215K +2,269 New
WCM
1198
Warburton Capital Management
Oklahoma
$219K
PPH
1199
Pure Portfolios Holdings
Oregon
$218K -$2.08K -22 -1%
First Trust Advisors
1200
First Trust Advisors
Illinois
$218K

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.