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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
WWMSC
2501
Wagner Wealth Management (South Carolina)
South Carolina
-$171K -2,754 Closed
DCM
2502
Disciplina Capital Management
Tennessee
-$155K -2,500 Closed
T
2503
Transce3nd
Texas
-$141K -2,280 Closed
RI
2504
Ridgewood Investments
New Jersey
-$124K -2,000 Closed
CICI
2505
Capital Investment Counsel Inc
North Carolina
-$105K -1,700 Closed
WTFG
2506
Wood Tarver Financial Group
Idaho
-$101K -1,635 Closed
BCMLT
2507
Beacon Capital Management LLC (Tennessee)
Tennessee
-$79K -1,274 Closed
PSFG
2508
Park Square Financial Group
Georgia
-$68.5K -1,105 Closed
CWM
2509
CarsonAllaria Wealth Management
Illinois
-$68.4K -1,102 Closed
TIM
2510
Total Investment Management
Arizona
-$54.2K -874 Closed
OW
2511
Olistico Wealth
Oklahoma
-$43.1K -695 Closed
FIM
2512
FWL Investment Management
Texas
-$41.2K -665 Closed
PCA
2513
PMV Capital Advisers
Texas
-$38.3K -617 Closed
WAG
2514
Windsor Advisory Group
Ohio
-$35.7K -575 Closed
MWM
2515
MorganRosel Wealth Management
Colorado
-$31K -500 Closed
MIA
2516
MeadowBrook Investment Advisors
Michigan
-$22.3K -360 Closed
RIM
2517
Ryan Investment Management
Colorado
-$22K -355 Closed
KIM
2518
Kestra Investment Management
Texas
-$16.8K -288 Closed
QT
2519
Quantbot Technologies
New York
-$16.6K -268 Closed
MS
2520
Marshall & Sullivan
Washington
-$12.4K -200 Closed
NWM
2521
Navigoe Wealth Management
California
-$4K -80 Closed
MAWAG
2522
Mid-American Wealth Advisory Group
Missouri
-$4.65K -75 Closed
CSWG
2523
Cardinal Strategic Wealth Guidance
Kentucky
-$3.54K -57 Closed
EWA
2524
EQ Wealth Advisors
Texas
-$1.12K -18 Closed