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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
WOC
1401
West Oak Capital
California
$4.44K
AWM
1402
Abound Wealth Management
Tennessee
$3.77K -$948 -10 -20%
FIM
1403
FWL Investment Management
Texas
$3.77K -$163K -1,720 -98%
MHR
1404
Matthew Hamilton Rosenberg
$3.67K -$5.21K -55 -59%
ETC
1405
Exchange Traded Concepts
Oklahoma
$3.09K -$9.48K -100 -76%
CCM
1406
Cloud Capital Management
Washington
$3K +$3.41K +36 New
TRCT
1407
Tower Research Capital (TRC)
New York
$2.61K -$1.66M -17,528 -100%
Q1WB
1408
Quest 10 Wealth Builders
Virginia
$2.32K
SIP
1409
Sellwood Investment Partners
Oregon
$2.32K
KWM
1410
Kiker Wealth Management
Georgia
$2.03K +$1.99K +21 New
AW
1411
Avion Wealth
Texas
$2K
1L
1412
10Elms LLP
Oklahoma
$1.93K
CJ
1413
Caitlin John
Michigan
$1.93K +$1.9K +20 New
LCOV
1414
London Company of Virginia
Virginia
$1.88K +$1.23K +13 +217%
SAS
1415
Spurstone Advisory Services
Connecticut
$1.64K
HI
1416
Horizon Investments
North Carolina
$1.54K
NEWAS
1417
N.E.W. Advisory Services
Wisconsin
$1.35K
NMG
1418
New Millennium Group
Utah
$1.06K -$46.4K -490 -98%
LCM
1419
Logan Capital Management
Pennsylvania
$966
CAM
1420
Creekmur Asset Management
Illinois
$869
WWA
1421
Wealth Watch Advisors
Colorado
$579 +$569 +6 New
SFC
1422
SYM Financial Corp
Indiana
$496
RFG
1423
REAP Financial Group
Texas
$483 +$474 +5 New
KA
1424
Kozak & Associates
Colorado
$465 +$474 +5 New
GWSA
1425
Global Wealth Strategies & Associates
Colorado
$193

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.