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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
MFC
1276
Mechanics Financial Corp
Ohio
$109K -$9.86K -104 -8%
MNA
1277
Manning & Napier Advisors
New York
$108K +$106K +1,123 New
FP
1278
Financial Perspectives
Minnesota
$101K -$3.98K -42 -4%
WFA
1279
West Financial Advisors
Iowa
$100K
AIA
1280
Arcadia Investment Advisors
Idaho
$100K
FDW
1281
Fourth Dimension Wealth
Ohio
$99.8K +$80.6K +850 +462%
DMKJ
1282
David M. Knott Jr
$99K +$65.9K +695 New
AT
1283
Avalon Trust
New Mexico
$96.5K
KHC
1284
Koesten Hirschmann & Crabtree
Kansas
$96.5K
Harris Associates
1285
Harris Associates
Illinois
$96.5K
RF
1286
Rossby Financial
Florida
$96.2K +$11.8K +125 +14%
CFP
1287
Comprehensive Financial Planning
Pennsylvania
$96K +$95 +1 +0.1%
RCM
1288
Raleigh Capital Management
North Carolina
$94.4K +$72.3K +763 +355%
LWA
1289
Lowe Wealth Advisors
Maryland
$92.5K
CC
1290
Corsicana & Co
Texas
$91.5K +$89.9K +948 New
HFS
1291
Hopwood Financial Services
Virginia
$91.2K
MAM
1292
Morse Asset Management
Connecticut
$88.9K
MAM
1293
MMA Asset Management
Pennsylvania
$88.2K +$86.6K +914 New
GJIA
1294
Glass Jacobson Investment Advisors
Maryland
$88.2K +$18.3K +193 +27%
PSB
1295
Piscataqua Savings Bank
New Hampshire
$86.9K
HWP
1296
Highline Wealth Partners
California
$86.1K +$14.6K +154 +21%
ADL
1297
Asset Dedication LLC
California
$85.6K
CI
1298
CX Institutional
Indiana
$84K +$64.6K +682 +371%
BWL
1299
Bogart Wealth LLC
Virginia
$83.4K +$1.23K +13 +2%
Select Equity Group
1300
Select Equity Group
New York
$82.8K +$81.3K +858 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.