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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
HWA
1351
HHM Wealth Advisors
Tennessee
$30.1K
CWP
1352
Concord Wealth Partners
Virginia
$29.4K
ATC
1353
Advantage Trust Company
Kansas
$29.4K
GGI
1354
Godsey & Gibb Inc
Virginia
$29K
PFSC
1355
Peoples Financial Services Corp
Pennsylvania
$29K
FPF
1356
First Pacific Financial
Washington
$28.7K -$284 -3 -1%
SIC
1357
SJS Investment Consulting
Ohio
$28.5K
POIA
1358
Pin Oak Investment Advisors
Texas
$23.8K
HWM
1359
Hemington Wealth Management
Virginia
$22K
FGAM
1360
Financial Gravity Asset Management
Texas
$21.4K +$21K +222 New
DJSG
1361
D.J. St. Germain
Massachusetts
$20.9K
CWM
1362
Consultiva Wealth Management
Puerto Rico
$19.9K
WIM
1363
Westside Investment Management
California
$19.3K
RWM
1364
RMG Wealth Management
Wisconsin
$18.6K
MWPCG
1365
Measured Wealth Private Client Group
New Hampshire
$18.5K +$18.2K +192 New
CAC
1366
Core Alternative Capital
Georgia
$18.3K
GCM
1367
Gables Capital Management
Florida
$18.3K
SWIM
1368
Smallwood Wealth Investment Management
New Jersey
$18.3K
ME
1369
McIlrath & Eck
Washington
$17.6K
KFA
1370
Kelleher Financial Advisors
New York
$17.4K +$17.1K +180 New
EAM
1371
Eukles Asset Management
Ohio
$16K
AAG
1372
Armstrong Advisory Group
Massachusetts
$15.4K
MM
1373
Main Management
California
$14K
NFSG
1374
Newbridge Financial Services Group
Florida
$14K
SA
1375
SRH Advisors
Kansas
$13.9K

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.