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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
GWSG
1301
GPS Wealth Strategies Group
Colorado
$80.7K
CPG
1302
Cornerstone Planning Group
New Jersey
$78.8K +$54.3K +573 New
RF
1303
Roxbury Financial
New Jersey
$76.7K -$3.51K -37 -4%
KFI
1304
Key Financial Inc
Pennsylvania
$74.6K +$28.5K +301 +64%
PAI
1305
Pittenger & Anderson Inc
Nebraska
$74K
RPA
1306
Redwood Park Advisors
California
$72.3K
BC
1307
Barrett & Company
Rhode Island
$72.3K
VA
1308
Vestwell Advisors
New York
$68.4K
MFA
1309
Morling Financial Advisors
California
$67.7K +$9.57K +101 +17%
QWM
1310
Quaker Wealth Management
New Jersey
$66.2K
ACA
1311
American Capital Advisory
Idaho
$65.2K
HFS
1312
Hughes Financial Services
Virginia
$64.2K
W
1313
WealthCollab
Washington
$64.1K
NC
1314
North Capital
Utah
$63.7K +$95 +1 +0.2%
AG
1315
AmeriFlex Group
Nevada
$62.8K -$67.6K -713 -52%
CFO
1316
Colony Family Offices
North Carolina
$61.6K
MAS
1317
MPWM Advisory Solutions
Georgia
$59.1K -$5.69K -60 -9%
RF
1318
Robinswood Financial
Washington
$59.1K -$569 -6 -1%
CT
1319
Clearstead Trust
Maine
$58.2K -$37.3K -393 -39%
CWM
1320
Copia Wealth Management
Oregon
$56.4K
PCA
1321
Providence Capital Advisors
North Carolina
$56K
TFA
1322
Transamerica Financial Advisors
Florida
$55.7K +$190 +2 +0.3%
CFD
1323
Creative Financial Designs
Indiana
$54.9K +$16.2K +171 +43%
MIA
1324
Milestone Investment Advisors
Wisconsin
$54.3K
WWM
1325
Woodside Wealth Management
Massachusetts
$54.1K

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.