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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
KAS
101
Kestra Advisory Services
Texas
$25.3M -$2.74M -28,869 -10%
XF
102
XML Financial
Maryland
$23.6M -$540K -5,694 -2%
SA
103
Sanctuary Advisors
Indiana
$23.5M +$975K +10,285 +4%
DIP
104
DT Investment Partners
Pennsylvania
$23.4M +$16M +168,839 +229%
CAM
105
Cresset Asset Management
Illinois
$23.3M +$2.54M +26,819 +12%
FFN
106
Focus Financial Network
Minnesota
$22.6M -$425K -4,479 -2%
TCBWMS
107
Texas Capital Bank Wealth Management Services
Texas
$22.2M -$2.4M -25,342 -10%
CWM
108
CCG Wealth Management
California
$22M +$625K +6,592 +3%
MIM
109
Miller Investment Management
Pennsylvania
$21.8M -$85.2K -899 -0.4%
ANB
110
Amarillo National Bank
Texas
$21.5M -$1.29M -13,587 -6%
LA
111
Legacy Advisors
Pennsylvania
$20.9M +$18.6M +196,315 +953%
SWP
112
Stratos Wealth Partners
Ohio
$20.6M +$1.39M +14,684 +7%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$20.5M +$4.27M +44,996 +27%
FTWA
114
Fifth Third Wealth Advisors
Ohio
$20.4M +$277K +2,923 +1%
BPA
115
Beacon Pointe Advisors
California
$20.3M -$804K -8,479 -4%
NA
116
NewEdge Advisors
Louisiana
$20M +$458K +4,832 +2%
BCWM
117
Bartlett & Co Wealth Management
Ohio
$19.8M -$573K -6,046 -3%
WTC
118
WhitTier Trust Company
Nevada
$19.7M -$231K -2,438 -1%
WT
119
Whittier Trust
California
$17.9M -$139K -1,469 -0.8%
SCG
120
Sonata Capital Group
Washington
$17.8M -$31.6K -333 -0.2%
PA
121
PFW Advisors
Georgia
$17.6M -$86K -907 -0.5%
EH
122
Equitable Holdings
New York
$17.6M +$517K +5,449 +3%
WA
123
Waverly Advisors
Alabama
$17.1M +$419K +4,417 +3%
PAG
124
Private Advisor Group
New Jersey
$16.8M -$933K -9,841 -5%
FCBT
125
First Citizens Bank & Trust
North Carolina
$16.6M +$716K +7,557 +5%

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.