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iShares Core S&P Mid-Cap ETF

2,446 hedge funds and large institutions have $79.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 982 increasing their positions, 964 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

630% more call options, than puts

Call options by funds: $32M | Put options by funds: $4.37M

77% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 73

5% more capital invested

Capital invested by funds: $75.6B → $79.2B (+$3.54B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,4352,446 (+11)

0.76% less ownership

Funds ownership: 79.53%78.77% (-0.76%)

6% less funds holding in top 10

Funds holding in top 10: 360338 (-22)

Holders
2,446
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
32.11%
Holding in Top 10
338
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.11%
% of All Funds
4.44%
New
129
Increased
982
Reduced
964
Closed
73
Calls
$32M
Puts
$4.37M
Net Calls
+$27.6M
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
226
Graves Light Lenhart Wealth
Virginia
$31.3M -$728K -11,331 -2%
LFG
227
Leverty Financial Group
Wisconsin
$31.2M +$24.5M +380,734 +389%
UFAC
228
Urban Financial Advisory Corp
Illinois
$31M +$75.6K +1,177 +0.2%
VCM
229
Verde Capital Management
Michigan
$30.8M +$1.38M +21,501 +5%
SIC
230
Shoker Investment Counsel
Ohio
$30.8M -$82.9K -1,290 -0.3%
CC
231
Courier Capital
New York
$30.6M +$296K +4,612 +1%
CFO
232
Callan Family Office
Pennsylvania
$30.5M -$1.15M -17,858 -4%
OSNBOA
233
Old Second National Bank of Aurora
Illinois
$30.4M -$1.47M -22,912 -5%
BPA
234
Beacon Pointe Advisors
California
$29.9M +$4.33M +67,407 +17%
B
235
Bailard
California
$29.5M -$591K -9,191 -2%
SC
236
Savant Capital
Illinois
$29.5M -$175K -2,729 -0.6%
CFP
237
Catalyst Financial Partners
Massachusetts
$29M +$247K +3,851 +0.9%
ATPW
238
Ashton Thomas Private Wealth
Arizona
$28.8M +$1.44M +22,387 +5%
SF
239
Summit Financial
New Jersey
$28.7M +$3.62M +56,342 +15%
Citigroup
240
Citigroup
New York
$28.6M +$1.58M +24,579 +6%
SWM
241
Stockman Wealth Management
Montana
$28.6M +$1.99M +30,896 +8%
CAG
242
Crestwood Advisors Group
Massachusetts
$28.6M +$1.98M +30,822 +8%
NFG
243
Nations Financial Group
Iowa
$28.1M -$701K -10,915 -2%
RDFA
244
Ritter Daniher Financial Advisory
Ohio
$28.1M -$2.49M -38,759 -8%
ACM
245
Arcataur Capital Management
Wisconsin
$28M -$97.9K -1,523 -0.4%
NA
246
NewEdge Advisors
Louisiana
$27.9M +$1.83M +28,429 +7%
BAMG
247
Brand Asset Management Group
Missouri
$27.9M +$738K +11,487 +3%
Retirement Systems of Alabama
248
Retirement Systems of Alabama
Alabama
$27.8M +$225K +3,508 +0.8%
RC
249
Randolph Company
Ohio
$27.7M -$12.5K -194 -0%
WAS
250
Wealth Advisory Solutions
Indiana
$27.7M +$129K +2,013 +0.5%