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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
Chevy Chase Trust
1451
Chevy Chase Trust
Maryland
-$318K -3,453 Closed
QC
1452
Quadrature Capital
United Kingdom
-$313K -3,402 Closed
VBWMG
1453
Von Berge Wealth Management Group
California
-$313K -3,317 Closed
WC
1454
Waterloo Capital
Texas
-$296K -3,213 Closed
SSA
1455
Schonfeld Strategic Advisors
New York
-$294K -3,200 Closed
CA
1456
Clune & Associates
Illinois
-$285K -3,104 Closed
THL
1457
Tillman Hartley LLC
Colorado
-$276K -3,000 Closed
XT
1458
XTX Topco
Cayman Islands
-$267K -2,903 Closed
SWM
1459
SeaCrest Wealth Management
New York
-$262K -2,848 Closed
OMC
1460
Old Mission Capital
Illinois
-$260K -2,824 Closed
AWA
1461
Amplius Wealth Advisors
Pennsylvania
-$254K -2,767 Closed
TYCC
1462
Texas Yale Capital Corp
Florida
-$251K -2,730 Closed
PWM
1463
Partners Wealth Management
California
-$228K -2,666 Closed
SA
1464
SoundView Advisors
Washington
-$242K -2,642 Closed
SXL
1465
Summit X LLC
Missouri
-$237K -2,578 Closed
IIA
1466
Integrity Investment Advisors
Colorado
-$225K -2,450 Closed
MFG
1467
Monte Financial Group
Connecticut
-$223K -2,422 Closed
NA
1468
Novus Advisors
South Carolina
-$221K -2,401 Closed
FCIM
1469
Fairview Capital Investment Management
California
-$214K -2,328 Closed
1CP
1470
17 Capital Partners
Arizona
-$209K -2,277 Closed
TI
1471
Trexquant Investment
Connecticut
-$206K -2,245 Closed
CICI
1472
Capital Investment Counsel Inc
North Carolina
-$147K -1,598 Closed
MWM
1473
MorganRosel Wealth Management
Colorado
-$129K -1,407 Closed
MYIA
1474
Mount Yale Investment Advisors
Colorado
-$99.5K -1,082 Closed
RI
1475
Ridgewood Investments
New Jersey
-$85.3K -928 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.