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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
DWM
351
Dynasty Wealth Management
Florida
$18.7M +$18.4M +286,781 New
BBHC
352
Brown Brothers Harriman & Co
New York
$18.6M +$343K +5,332 +2%
MM
353
Meridian Management
Arkansas
$18.6M +$799K +12,428 +5%
AEPWM
354
Atlantic Edge Private Wealth Management
Florida
$18.5M +$229K +3,565 +1%
RWP
355
RWA Wealth Partners
Massachusetts
$18.4M -$628K -9,777 -3%
APW
356
Acima Private Wealth
Virginia
$18.4M -$44.6K -694 -0.2%
WT
357
Washington Trust
Rhode Island
$18.4M +$1.5M +23,296 +9%
MSA
358
Marino Stram & Associates
Massachusetts
$18.4M +$784K +12,205 +5%
AMG
359
Asset Management Group
Connecticut
$18.1M +$218K +3,397 +1%
FNT
360
First National Trust
Pennsylvania
$18.1M +$24.2K +377 +0.1%
Principal Financial Group
361
Principal Financial Group
Iowa
$18M -$533K -8,289 -3%
MAM
362
Madison Asset Management
Wisconsin
$18M -$782K -12,176 -4%
AWM
363
Avondale Wealth Management
Texas
$18M -$307K -4,777 -2%
MA
364
Montag & Associates
Georgia
$18M -$1.17M -18,253 -6%
CRC
365
Curi RMB Capital
Illinois
$18M -$590K -9,181 -3%
PIC
366
Platt Investment Counsel
Florida
$17.9M +$1.97M +30,628 +13%
CFIA
367
Cantor Fitzgerald Investment Advisors
New York
$17.9M -$8.68K -135 -0%
AF
368
Advisornet Financial
Minnesota
$17.8M +$2.54M +39,459 +17%
NA
369
Nottingham Advisors
New York
$17.7M -$153K -2,374 -0.9%
SB
370
Simmons Bank
Arkansas
$17.6M -$615K -9,565 -3%
EFA
371
Evernest Financial Advisors
Indiana
$17.5M +$661K +10,279 +4%
TCWA
372
Turtle Creek Wealth Advisors
Texas
$17.3M +$835 +13 +0%
KLI
373
Kelman-Lazarov Inc
Tennessee
$17.3M +$194K +3,020 +1%
IA
374
IFG Advisors
Missouri
$17.3M +$1.64M +25,500 +11%
HAS
375
Holland Advisory Services
Florida
$17.2M -$241K -3,756 -1%