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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
AFWM
1426
Abich Financial Wealth Management
Virginia
$193 +$190 +2 New
PLU
1427
Performa Ltd (US)
South Carolina
$97
SSG
1428
Summit Securities Group
New York
$97 +$95 +1 New
Susquehanna International Group
1429
Susquehanna International Group
Pennsylvania
-$11.2M -118,327 Closed
Tudor Investment Corp
1430
Tudor Investment Corp
Connecticut
-$5.41M -58,832 Closed
Citadel Advisors
1431
Citadel Advisors
Florida
-$5.28M -55,685 Closed
DL
1432
DOHJ LLC
Washington
-$3.44M -42,096 Closed
HSBC Holdings
1433
HSBC Holdings
United Kingdom
-$2.58M -28,049 Closed
HF
1434
HRT Financial
New York
-$1.96M -21,331 Closed
TSS
1435
Two Sigma Securities
New York
-$1.51M -16,445 Closed
KC
1436
Knuff & Co
California
-$1.24M -13,437 Closed
PA
1437
Prossimo Advisors
California
-$1.02M -11,142 Closed
OAS
1438
Optivise Advisory Services
Tennessee
-$914K -9,940 Closed
STAS
1439
Strong Tower Advisory Services
Minnesota
-$883K -9,600 Closed
ONST
1440
Old North State Trust
North Carolina
-$756K -8,225 Closed
W
1441
Wealthquest
Ohio
-$737K -8,015 Closed
SIC
1442
Sterling Investment Counsel
New York
-$560K -6,093 Closed
MPCL
1443
My Personal CFO LLC
Washington
-$526K -5,718 Closed
ACM
1444
AlphaStar Capital Management
North Carolina
-$508K -5,529 Closed
M1FG
1445
Mach-1 Financial Group
Arkansas
-$462K -5,020 Closed
IPW
1446
Impact Partnership Wealth
Georgia
-$408K -4,441 Closed
KFP
1447
KMG Fiduciary Partners
Ohio
-$378K -4,109 Closed
FAIM
1448
Financial Advocates Investment Management
Washington
-$359K -3,903 Closed
RWM
1449
Rockwood Wealth Management
Pennsylvania
-$344K -3,743 Closed
ICM
1450
IMS Capital Management
Oregon
-$340K -3,700 Closed

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.