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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
RWP
201
RWA Wealth Partners
Massachusetts
$8.03M +$5.21K +55 +0.1%
SC
202
Savant Capital
Illinois
$7.92M +$167K +1,767 +2%
Twin Tree Management
203
Twin Tree Management
Texas
$7.8M +$2.29M +24,209 +43%
DT
204
Diversified Trust
Tennessee
$7.76M -$409K -4,317 -5%
BWFA
205
Baltimore-Washington Financial Advisors
Maryland
$7.72M -$173K -1,825 -2%
CFG
206
Citizens Financial Group
Rhode Island
$7.58M +$694K +7,318 +10%
KPWS
207
Kestra Private Wealth Services
Texas
$7.57M +$55K +580 +0.7%
RPC
208
Rossmore Private Capital
Connecticut
$7.55M -$117K -1,236 -2%
SWP
209
Summit Wealth Partners
Florida
$7.47M -$316K -3,338 -4%
SIC
210
Salem Investment Counselors
North Carolina
$7.32M -$16.9K -178 -0.2%
MT
211
Midwest Trust
Kansas
$7.31M +$72.8K +768 +1%
BFG
212
Bleakley Financial Group
New Jersey
$7.29M -$304K -3,209 -4%
SDWMA
213
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.26M
FTS
214
Fifth Third Securities
Ohio
$7.12M -$50.8K -536 -0.7%
IA
215
IFC Advisors
California
$7.12M +$117K +1,235 +2%
BWA
216
Beam Wealth Advisors
Louisiana
$6.97M -$261K -2,756 -4%
SA
217
Sincerus Advisory
New York
$6.93M +$429K +4,527 +7%
ACA
218
Aptus Capital Advisors
Alabama
$6.88M -$54.1K -571 -0.8%
CAM
219
Carret Asset Management
New York
$6.88M +$40.7K +429 +0.6%
NFG
220
Nadler Financial Group
Illinois
$6.86M -$46.4K -490 -0.7%
MWM
221
Modera Wealth Management
New Jersey
$6.82M +$213K +2,251 +3%
CHC
222
City Holding Co
West Virginia
$6.77M -$393K -4,142 -6%
TWM
223
Tolleson Wealth Management
Texas
$6.73M -$72.1K -761 -1%
FAM
224
Forte Asset Management
New York
$6.69M -$18.8K -198 -0.3%
CWM
225
Chesapeake Wealth Management
Virginia
$6.68M +$193K +2,037 +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.