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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
GF
151
GGM Financials
Ohio
$13.3M +$557K +5,872 +4%
William Blair & Company
152
William Blair & Company
Illinois
$13.2M +$18.3K +193 +0.1%
MNBTD
153
Moody National Bank Trust Division
Texas
$13.1M -$47.9K -505 -0.4%
ONB
154
Old National Bancorp
Indiana
$12.9M -$198K -2,094 -2%
MAG
155
Members Advisory Group
New York
$12.9M -$2.69M -28,369 -18%
WTB
156
Washington Trust Bank
Washington
$12.8M -$142K -1,500 -1%
MGIA
157
Moneta Group Investment Advisors
Missouri
$12.8M +$536K +5,650 +4%
SFP
158
Strategic Financial Partners
Oregon
$12.6M +$3.11M +32,833 +33%
TBWA
159
Three Bridge Wealth Advisors
California
$12.6M +$204K +2,150 +2%
ATC
160
Argent Trust Co
Tennessee
$12.6M -$84.6K -892 -0.7%
B
161
Bailard
California
$12.5M -$146K -1,536 -1%
SC
162
Steph & Co
Wisconsin
$12.5M +$93.7K +988 +0.8%
ALA
163
Atlas Legacy Advisors
California
$12.4M -$719K -7,587 -6%
Bessemer Group
164
Bessemer Group
New Jersey
$12.3M +$4.89M +51,565 +68%
PWM
165
Perigon Wealth Management
California
$12M +$1.73M +18,292 +17%
TMWM
166
Taylor & Morgan Wealth Management
Michigan
$11.4M +$185K +1,950 +2%
AG
167
Ascent Group
Virginia
$11.3M +$1.17M +12,373 +12%
PCIA
168
Prime Capital Investment Advisors
Kansas
$11.3M +$79K +833 +0.7%
VFA
169
Valeo Financial Advisors
Indiana
$11.2M +$3.02M +31,839 +38%
HCA
170
Heck Capital Advisors
Wisconsin
$11.1M +$7.77K +82 +0.1%
PG
171
Proffitt & Goodson
Tennessee
$11M -$149K -1,567 -1%
PFPT
172
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.7M +$250K +2,636 +2%
BJL
173
Brighton Jones LLC
Washington
$10.5M +$12.8K +135 +0.1%
FHC
174
First Horizon Corporation
Tennessee
$10.4M +$10.2M +108,037 New
PWP
175
PrairieView Wealth Partners
Illinois
$10.1M +$280K +2,957 +3%

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.