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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
SWP
1326
SIMA Wealth Partners
Virginia
$52.3K -$3.98K -42 -7%
CBT
1327
Crews Bank & Trust
Florida
$50.7K +$9.48K +100 +24%
CMA
1328
Cedar Mountain Advisors
Oregon
$49.1K
BONH
1329
Bank of New Hampshire
New Hampshire
$48.3K
CMP
1330
Coston McIsaac & Partners
Maine
$48K
PWMG
1331
Private Wealth Management Group
New Jersey
$47.1K -$2.84K -30 -6%
CSPIA
1332
Cary Street Partners Investment Advisory
Virginia
$47.1K +$46.3K +488 New
AWM
1333
AllSquare Wealth Management
New York
$46.3K
RA
1334
Rise Advisors
New York
$45.6K +$95 +1 +0.2%
APW
1335
Atlantic Private Wealth
North Carolina
$45K
PWM
1336
Provident Wealth Management
Tennessee
$44.4K
PCFFS
1337
Pacific Center for Financial Services
California
$43.3K
MFT
1338
Moisand Fitzgerald Tamayo
Florida
$40.4K
MWM
1339
Mascoma Wealth Management
New Hampshire
$39.2K
RIA
1340
Realta Investment Advisors
Delaware
$38.7K -$9.76K -103 -20%
SAM
1341
Smartleaf Asset Management
Massachusetts
$38.6K +$24.9K +263 +192%
WWM
1342
Wolff Wiese Magana
California
$38.4K
PWA
1343
Physician Wealth Advisors
Utah
$37.6K -$284 -3 -0.8%
CPA
1344
Cardiff Park Advisors
California
$36.7K
RWM
1345
Rialto Wealth Management
New York
$36.6K -$27.3K -288 -43%
SNB
1346
Security National Bank
Nebraska
$34.8K
FFWM
1347
Future Financial Wealth Management
Ohio
$33.1K
PAG
1348
Paladin Advisory Group
Iowa
$32.5K
KFP
1349
Kerr Financial Planning
California
$31.7K +$31.8K +336 New
TTIC
1350
Tower Trust & Investment Company
Iowa
$30.9K

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.