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iShares Russell Mid-Cap ETF
IWR

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: 1,440 → 1,426 (-14)

3% less funds holding in top 10

Funds holding in top 10: 61 → 59 (-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

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$534M
2
Bank of America
Bank of America
North Carolina
+$153M
3
Wells Fargo
Wells Fargo
California
+$100M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$98.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$77.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$58.5M
2
MMA
Miracle Mile Advisors
California
-$48.8M
3
Ameriprise
Ameriprise
Minnesota
-$36.6M
4
Morgan Stanley
Morgan Stanley
New York
-$27.5M
5
US Bancorp
US Bancorp
Minnesota
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$7.25B +$534M +5,633,614 +8%
Bank of America
2
Bank of America
North Carolina
$6.03B +$153M +1,612,328 +3%
Wells Fargo
3
Wells Fargo
California
$3.89B +$100M +1,059,649 +3%
US Bancorp
4
US Bancorp
Minnesota
$1.32B -$26.4M -278,823 -2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.23B -$14.3M -150,373 -1%
Morgan Stanley
6
Morgan Stanley
New York
$998M -$27.5M -290,164 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$968M +$11.7M +123,124 +1%
Northern Trust
8
Northern Trust
Illinois
$947M +$12.8M +134,966 +1%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$817M +$23.1M +243,384 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$677M +$77.2M +813,960 +13%
JP Morgan Chase
11
JP Morgan Chase
New York
$640M +$4.53M +47,842 +0.7%
UBS Group
12
UBS Group
Switzerland
$581M +$59.9M +632,162 +12%
Truist Financial
13
Truist Financial
North Carolina
$405M +$22.7M +239,492 +6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$391M -$1.62M -17,080 -0.4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$390M -$1.39M -14,697 -0.4%
ANTB
16
AMG National Trust Bank
Colorado
$367M +$144K +1,514 +0%
TIAA Trust, National Association
17
TIAA Trust, National Association
North Carolina
$322M -$22M -231,701 -6%
LPL Financial
18
LPL Financial
California
$310M +$14.9M +157,225 +5%
Ameriprise
19
Ameriprise
Minnesota
$304M -$36.6M -386,330 -11%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$286M +$1.45M +15,285 +0.5%
Raymond James Financial
21
Raymond James Financial
Florida
$269M +$7.67M +80,916 +3%
JIC
22
Johnson Investment Counsel
Ohio
$258M +$5.35M +56,444 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$210M +$98.4M +1,038,604 +91%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$199M -$3.04M -32,019 -2%
Goldman Sachs
25
Goldman Sachs
New York
$193M -$58.5M -616,797 -24%
1
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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.