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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
ML
1226
McAdam LLC
Pennsylvania
$201K +$197K +2,081 New
TCOO
1227
Trust Company of Oklahoma
Oklahoma
$201K +$197K +2,080 New
TWM
1228
Topsail Wealth Management
North Carolina
$200K
SA
1229
Stewardship Advisors
Pennsylvania
$200K +$197K +2,074 New
TIAAOA
1230
Teachers Insurance & Annuity Association of America
New York
$199K
CAL
1231
Capital Advisors Ltd
Ohio
$198K +$19.6K +207 +11%
WC
1232
Westwind Capital
New Mexico
$188K
MEG
1233
Millstone Evans Group
Colorado
$187K
MCI
1234
MRP Capital Investments
Georgia
$179K -$59.2K -625 -24%
VNA
1235
Valley National Advisers
Pennsylvania
$175K -$196K -2,068 -53%
IF
1236
Integrity Financial
Wyoming
$174K
PPA
1237
Painted Porch Advisors
California
$174K
LFA
1238
LGT Financial Advisors
Texas
$171K +$569 +6 +0.3%
HPIA
1239
Hamilton Point Investment Advisors
North Carolina
$170K +$19.3K +204 +13%
SWP
1240
Strategic Wealth Partners
Ohio
$161K -$135K -1,419 -46%
BA
1241
Ballast Advisors
Minnesota
$159K -$21.9K -231 -12%
HBW
1242
Hazlett, Burt & Watson
West Virginia
$157K -$11.5K -121 -7%
LWCFA
1243
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$153K +$35.1K +370 +31%
CFO
1244
CVA Family Office
Colorado
$149K
FFL
1245
Financial Freedom LLC
Ohio
$148K +$284 +3 +0.2%
EDRH
1246
Edmond de Rothschild Holding
Switzerland
$147K
MAFA
1247
MJT & Associates Financial Advisory
Minnesota
$145K
NRC
1248
New Republic Capital
North Carolina
$142K +$190 +2 +0.1%
FWM
1249
FSA Wealth Management
Massachusetts
$142K -$19.9K -210 -12%
CIAS
1250
Capital Investment Advisory Services
North Carolina
$142K +$4.64K +49 +3%

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.