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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
SIG
176
Stonegate Investment Group
Alabama
$9.98M
CAM
177
Campion Asset Management
Virginia
$9.91M -$262K -2,767 -3%
GIM
178
Glenmede Investment Management
Pennsylvania
$9.83M +$1.39M +14,626 +17%
MCM
179
MV Capital Management
Maryland
$9.72M +$232K +2,446 +2%
FNT
180
First National Trust
Pennsylvania
$9.69M -$2.91M -30,648 -23%
FNFDCM
181
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.51M -$58.8K -620 -0.6%
LPAM
182
Lodestar Private Asset Management
California
$9.47M +$214K +2,260 +2%
PGF
183
Plan Group Financial
Oklahoma
$9.47M -$921K -9,713 -9%
MKW
184
Mullaney, Keating & Wright
Connecticut
$9.32M +$395K +4,170 +5%
SG
185
StoneX Group
New York
$9.12M -$152K -1,607 -2%
SAM
186
Sawgrass Asset Management
Florida
$9.11M -$12.9K -136 -0.1%
TPI
187
Trust Point Inc
Wisconsin
$9.11M -$193K -2,037 -2%
GFG
188
Goldstone Financial Group
Illinois
$9.03M +$242K +2,558 +3%
FSC
189
Full Sail Capital
Oklahoma
$8.9M -$357K -3,769 -4%
TLA
190
Tanglewood Legacy Advisors
Texas
$8.71M +$326K +3,440 +4%
HTC
191
Haverford Trust Company
Pennsylvania
$8.58M -$167K -1,765 -2%
HPM
192
Hoxton Planning & Management
West Virginia
$8.52M -$351K -3,703 -4%
SQA
193
Simon Quick Advisors
New Jersey
$8.48M -$123K -1,293 -1%
WB
194
West Bancorporation
Iowa
$8.46M -$1.01M -10,608 -11%
IC
195
IEQ Capital
California
$8.36M -$8.53K -90 -0.1%
NW
196
NewEdge Wealth
Pennsylvania
$8.32M +$242K +2,554 +3%
PPWM
197
Paragon Private Wealth Management
Kentucky
$8.22M +$359K +3,789 +5%
IBOK
198
Independence Bank of Kentucky
Kentucky
$8.18M -$148K -1,559 -2%
PAS
199
Park Avenue Securities
New York
$8.18M +$491K +5,177 +7%
FB
200
Fulton Bank
Pennsylvania
$8.06M +$92.1K +972 +1%

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.