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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: $75.7B → $79.2B (+$3.53B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,4362,446 (+10)

0.77% less ownership

Funds ownership: 79.54%78.77% (-0.77%)

6% less funds holding in top 10

Funds holding in top 10: 361338 (-23)

Holders
2,446
Holders Change
+10
Holders Change %
+0.41%
% of All Funds
32.1%
Holding in Top 10
338
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-6.37%
% 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
LPAM
376
Lodestar Private Asset Management
California
$17.1M +$136K +2,109 +0.8%
CWA
377
Clarity Wealth Advisors
California
$17M +$480K +7,470 +3%
AWP
378
Accretive Wealth Partners
New Jersey
$16.9M +$389K +6,055 +2%
CNC
379
Citizens & Northern Corp
Pennsylvania
$16.9M -$24.7K -385 -0.1%
Macquarie Group
380
Macquarie Group
Australia
$16.8M
IWM
381
IHT Wealth Management
Illinois
$16.8M +$1.1M +17,115 +7%
BFS
382
Burkett Financial Services
South Carolina
$16.7M +$208K +3,231 +1%
CIM
383
CIM Investment Management
Pennsylvania
$16.7M -$1.89M -29,407 -10%
BW
384
BostonPremier Wealth
Massachusetts
$16.7M +$435K +6,764 +3%
CWAF
385
Core Wealth Advisors (Florida)
Florida
$16.7M +$441K +6,857 +3%
GCA
386
Gallagher Capital Advisors
Texas
$16.6M +$6.67M +103,860 +78%
TWP
387
Tower Wealth Partners
Pennsylvania
$16.5M -$95.4K -1,485 -0.6%
RIS
388
Retirement Income Solutions
Michigan
$16.5M -$317K -4,939 -2%
GWAM
389
Guardian Wealth Advisors (Minnesota)
Minnesota
$16.5M +$765K +11,905 +5%
MYIA
390
Mount Yale Investment Advisors
Colorado
$16.5M +$7.6M +118,326 +88%
CASB
391
Cape Ann Savings Bank
Massachusetts
$16.2M -$579K -9,016 -4%
NPF
392
Norris Perne & French
Michigan
$16.2M +$297K +4,617 +2%
ET
393
Equitable Trust
Tennessee
$16.2M -$20.1K -312 -0.1%
WCM
394
Windsor Capital Management
Arizona
$16.2M +$693K +10,785 +5%
SMC
395
Smith, Moore & Co
Missouri
$16.1M +$306K +4,767 +2%
MOS
396
MGO One Seven
Ohio
$15.9M +$8.3M +129,090 +113%
EFM
397
Eley Financial Management
Vermont
$15.9M +$100K +1,556 +0.6%
GGS
398
Galvin Gaustad & Stein
Arizona
$15.8M +$103K +1,610 +0.7%
SAA
399
Southeast Asset Advisors
Georgia
$15.8M -$127K -1,980 -0.8%
NEAM
400
New England Asset Management
Connecticut
$15.7M +$7.47M +116,295 +93%