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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
CNBT
1376
Cornerstone National Bank & Trust
Illinois
$13.6K
SIS
1377
Sound Income Strategies
Florida
$13.5K
S
1378
SignatureFD
Georgia
$13.3K
JWM
1379
JPL Wealth Management
Colorado
$12.9K +$12.7K +134 New
AGWCA
1380
Annis Gardner Whiting Capital Advisors
Florida
$12.6K
NG
1381
NWK Group
California
$12.4K
LWMI
1382
Legacy Wealth Management (Idaho)
Idaho
$12.2K -$26.9K -284 -69%
IWP
1383
IAG Wealth Partners
Wisconsin
$12.2K
TAM
1384
Tucker Asset Management
Colorado
$12K
EWM
1385
Evolution Wealth Management
Florida
$11.9K -$11.6K -122 -50%
GA
1386
Guerra Advisors
Florida
$11.4K +$11.2K +118 New
FWA
1387
Flagship Wealth Advisors
Massachusetts
$10.5K
FC
1388
Financial Consulate
Maryland
$10.4K +$10.2K +108 New
BOJHT
1389
Bank of Jackson Hole Trust
Wyoming
$10.4K
CFS
1390
Compass Financial Services
Iowa
$9.75K +$9.57K +101 New
JGIA
1391
Jackson Grant Investment Advisers
Connecticut
$9.69K
PW
1392
Pandora Wealth
Illinois
$9.65K
SAM
1393
Strive Asset Management
Ohio
$9.56K +$9.38K +99 New
NSG
1394
Nalls Sherbakoff Group
Tennessee
$9.27K
HNB
1395
Hilltop National Bank
Wyoming
$8.4K
LC
1396
Luminist Capital
Michigan
$7.34K +$6.45K +68 +850%
FCT
1397
First Community Trust
Iowa
$7.14K
CYG
1398
Clean Yield Group
Vermont
$5.41K +$5.31K +56 New
VWA
1399
Valued Wealth Advisors
Utah
$5.02K
BPAMU
1400
BTG Pactual Asset Management US
New York
$4.51K

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.