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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
18.72%
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
RYIA
1201
Roehl & Yi Investment Advisors
Oregon
$217K +$948 +10 +0.4%
MCC
1202
Money Concepts Capital
Florida
$217K +$213K +2,249 New
MIP
1203
Marietta Investment Partners
Wisconsin
$217K +$213K +2,245 New
FCM
1204
Firestone Capital Management
Florida
$215K
SFO
1205
Stokes Family Office
Louisiana
$215K +$1.52K +16 +0.7%
BIA
1206
Barry Investment Advisors
Massachusetts
$215K +$211K +2,222 New
PCS
1207
Personal CFO Solutions
New Jersey
$214K -$102K -1,071 -33%
MCCP
1208
Mission Creek Capital Partners
California
$214K
PFG
1209
Premier Financial Group
California
$212K
FWM
1210
Fingerlakes Wealth Management
New York
$212K +$474 +5 +0.2%
AFA
1211
Arlington Financial Advisors
California
$212K +$208K +2,191 New
MWM
1212
Marion Wealth Management
Pennsylvania
$211K
NPF
1213
Norris Perne & French
Michigan
$211K
PI
1214
Pettee Investors
Connecticut
$211K
HIS
1215
Horizon Investment Services
Indiana
$211K -$1.42K -15 -0.7%
TPWA
1216
Twin Peaks Wealth Advisors
California
$211K +$3.32K +35 +2%
AIA
1217
Armor Investment Advisors
North Carolina
$209K -$694K -7,324 -77%
CHJWM
1218
Carlton Hofferkamp & Jenks Wealth Management
Texas
$208K
FAC
1219
Financial Advisory Corporation
Michigan
$207K -$5.69K -60 -3%
AC
1220
Apella Capital
Connecticut
$205K -$17.6K -186 -8%
FWM
1221
Fonville Wealth Management
Virginia
$205K +$201K +2,119 New
OW
1222
Olistico Wealth
Oklahoma
$204K -$16.8K -177 -8%
BMCM
1223
Burns Matteson Capital Management
New York
$203K +$199K +2,102 New
IFO
1224
Independent Family Office
New York
$203K +$199K +2,100 New
PCM
1225
Pointe Capital Management
Michigan
$202K +$198K +2,087 New

IWR Hedge Fund Activity: Q3 2025 in Review

1,426 of the 7,619 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.