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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
LI
1251
LRI Investments
Florida
$141K
RIL
1252
Rothschild Investment LLC
Illinois
$139K -$19K -200 -12%
CTC
1253
Cetera Trust Company
Minnesota
$138K
CB
1254
CNB Bank
Pennsylvania
$138K
MWA
1255
Medallion Wealth Advisors
Connecticut
$137K
ICCON
1256
Investment Counsel Company of Nevada
Nevada
$133K +$130K +1,373 New
MFC
1257
Morris Financial Concepts
South Carolina
$132K
EWP
1258
Elevation Wealth Partners
California
$130K
NRG
1259
Nemes Rush Group
Michigan
$128K +$379 +4 +0.3%
FCAS
1260
First Command Advisory Services
Texas
$127K +$90.3K +953 +260%
HNW
1261
High Note Wealth
Minnesota
$126K -$9.67K -102 -7%
GEA
1262
Glen Eagle Advisors
New Jersey
$125K
CCM
1263
Chilton Capital Management
Texas
$124K +$122K +1,284 New
DWM
1264
Darwin Wealth Management
Florida
$124K +$379 +4 +0.3%
VWWMG
1265
Vermillion & White Wealth Management Group
Pennsylvania
$123K
PWA
1266
Provenance Wealth Advisors
Florida
$123K
M
1267
MOTCO
Texas
$117K
MA
1268
Marquette Associates
Illinois
$116K
AIM
1269
Anchor Investment Management
South Carolina
$113K +$95 +1 +0.1%
RFP
1270
Root Financial Partners
California
$112K +$110K +1,165 New
ACB
1271
Aristotle Capital Boston
Massachusetts
$112K -$50.1K -529 -31%
CP
1272
Covenant Partners
Tennessee
$112K -$19.4K -205 -15%
PPC
1273
Park Place Capital
Alabama
$111K -$75K -791 -41%
TC
1274
Truvestments Capital
Florida
$110K
WTA
1275
Washington Trust Advisors
Massachusetts
$110K +$19.6K +207 +22%

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.