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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
P
126
&Partners
Tennessee
$16.5M -$297K -3,132 -2%
CANC
127
Culbertson A N & Co
Virginia
$16.4M -$2.65K -28 -0%
AllianceBernstein
128
AllianceBernstein
Tennessee
$16.2M +$956K +10,082 +6%
AWE
129
Avidian Wealth Enterprises
Texas
$16.2M -$753K -7,948 -5%
KOC
130
Koss-Olinger Consulting
Florida
$16.1M -$56.5K -596 -0.3%
RSWM
131
Robertson Stephens Wealth Management
California
$16.1M +$3.64M +38,439 +30%
BFS
132
Bradley Foster & Sargent
Connecticut
$16.1M +$43.9K +463 +0.3%
Bank of Nova Scotia
133
Bank of Nova Scotia
Ontario, Canada
$16M -$758 -8 -0%
UW
134
Unique Wealth
Florida
$16M -$45.1K -476 -0.3%
PFM
135
Patton Fund Management
Texas
$15.9M -$119K -1,256 -0.8%
WC
136
Woodstock Corp
Massachusetts
$15.8M -$12.5K -132 -0.1%
BF
137
BOK Financial
Oklahoma
$15.8M -$381K -4,019 -2%
BA
138
Bristlecone Advisors
Washington
$15.8M +$15.6K +165 +0.1%
FCP
139
Fidelis Capital Partners
Florida
$15.6M +$54.1K +571 +0.4%
LWM
140
LJI Wealth Management
Indiana
$15.5M -$378K -3,990 -2%
ATPW
141
Ashton Thomas Private Wealth
Arizona
$15.3M +$5.66M +59,726 +60%
CFO
142
Callan Family Office
Pennsylvania
$15.2M -$539K -5,688 -3%
FF
143
Fox Financial
Pennsylvania
$15.2M -$8.63K -91 -0.1%
UWPG
144
Ullmann Wealth Partners Group
Florida
$15M +$1.77M +18,688 +14%
VOYA Investment Management
145
VOYA Investment Management
Georgia
$14.7M +$2.21M +23,315 +18%
BC
146
Bricktown Capital
Michigan
$14.7M
VCA
147
Verdence Capital Advisors
Maryland
$14.7M +$2.76M +29,068 +24%
VA
148
VestGen Advisors
Illinois
$14.5M +$827K +8,720 +6%
BIM
149
Bridges Investment Management
Nebraska
$14.2M -$62.1K -655 -0.4%
PWAM
150
Private Wealth Asset Management
Iowa
$13.5M -$524K -5,525 -4%

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.