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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
QT
1476
Quantbot Technologies
New York
-$64.3K -699 Closed
EWA
1477
EQ Wealth Advisors
Texas
-$55.5K -604 Closed
BMM
1478
Berkshire Money Management
Massachusetts
-$50.9K -553 Closed
GC
1479
Garde Capital
Washington
-$47.5K -516 Closed
VNIM
1480
Vaughan Nelson Investment Management
Texas
-$40.1K -436 Closed
AWM
1481
Atticus Wealth Management
Florida
-$38.2K -415 Closed
TCM
1482
Traub Capital Management
Massachusetts
-$36.8K -400 Closed
HT
1483
Headlands Technologies
Illinois
-$36.1K -392 Closed
BIM
1484
Breakwater Investment Management
Washington
-$35.7K -388 Closed
HC
1485
Hoese & Co
Minnesota
-$33.7K -366 Closed
AAP
1486
Arax Advisory Partners
Colorado
-$29.1K -316 Closed
WBC
1487
West Branch Capital
Massachusetts
-$14.7K -160 Closed
T
1488
Transce3nd
Texas
-$10.8K -117 Closed
OPTFSNA
1489
Old Point Trust & Financial Services N A
Virginia
-$8.46K -92 Closed
KGP
1490
Keystone Global Partners
Colorado
-$4.51K -49 Closed
CSB
1491
City State Bank
Iowa
-$3.68K -40 Closed
FFA
1492
Frazier Financial Advisors
Ohio
-$3.59K -39 Closed
VWA
1493
VSM Wealth Advisory
Maryland
-$3.59K -39 Closed
HR
1494
Howe & Rusling
New York
-$3.5K -38 Closed
TSMHT
1495
Thurston Springer Miller Herd & Titak
Indiana
-$2.3K -25 Closed
CFG
1496
CKW Financial Group
Hawaii
-$1K -7 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.